Jeremy Beakes

Senior Vice President, Financial Advisor @RBC Wealth Management

Wilmington, NC, US
EMAILS
j••••••••@rbc.com
MOBILE NUMBERS
+19•••••••45

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WORK HISTORY

Jan 2024 — Present

Senior Vice President, Financial Advisor @RBC Wealth Management

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Wilmington, NC, US

I seek a long-term relationship with my clients, built on the foundation of mutual trust and respect. I advise my clients on how to achieve their financial goals by helping them create, preserve and transfer their wealth.Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC.

EDUCATION

1995 — 2000

Campbell University

BBA

1999 — 2000

Campbell University

MBA

SKILLS

FinanceRisk ManagementRetirement PlanningBankingStrategic Financial PlanningIrasSeries 65Trust ManagementWealthFinancial AdvisoryPortfolio ManagementInvestmentsSeries 63Series 7SecuritiesAsset ManagementEstate PlanningWealth Management ServicesLoans401kCommercial LendingTrust ServicesPrivate BankingWealth ManagementAsset AllocationFinancial PlanningInvestment AdvisoryInvestment ManagementHigh Net Worth IndividualsCredit AnalysisCreditInvestment StrategiesRetirement

ABOUT JEREMY BEAKES

I have over 20 year of experience in trust, investments, wealth management, and wealth…

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