Brad Yablonsky
- Role
- Senior Vice President at RBC Wealth Management
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Brad Yablonsky
As the First Vice President, I currently support a team of four financial advisors and…
Experience
Senior Vice President
Oct 2022 — Present
As the Senior Vice President, I currently support a team of four financial advisors and supervise three sales assistants in overseeing approximately $650 Million in client assets. Through careful listening, I work with my clients to identify opportunities to utilize RBC\'s resources and investment solutions to meet their financial expectations. As a Financial Advisor, I am passionate about helping my clients develop a viable life plan and achieve financial stability. My extensive background in coaching and philanthropy provides me with the necessary skills to guide clients into making comprehensive decisions regarding their financial future. My specialties and finance expertise include: Financial planning which includes Social Security Education, Medicare Planning, Financial Planning and Wealth Management. I also focus on Client Acquisition, Cash Flow Strategies, Business Development, Client Relations, Marketing, and Philanthropy. In addition I am Series 7, Series 66 and Insurance Licensed.
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