Adam Morton
Senior Vice President – Financial Advisor at RBC Wealth Management
- Role
- Senior Vice President Financial Advisor at Rbc Wealth Management at RBC Wealth Management
- Location
- Darien, CT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Vice President Financial Advisor at Rbc Wealth Management
Jan 1999 — Present
Education
The College of New Rochelle
MA, Special Education and Teaching
1997
Purchase College, SUNY
Bachelor of Arts (B.A.), English Language and Literature, General
1995
Skills
- Financial Services
- Sales
- Relationship Management
- Municipal Bonds
- Employee Stock Options
- Equities
- Wealth Management
- Fixed Income
- Mortgage-Backed Security (Mbs)
- Boli
- Credit Analysis
- Options Strategies
- 401(K) Retirement Savings Plans
- Life Insurance
- Portfolio Management
- Mortgage Lending
- Commercial Mortgage-Backed Security (Cmbs)
- Private Banking
- Investments
- Corporate Bonds
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.