Jordan Grater
Senior Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management
- Role
- Senior Vice President Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
- Location
- Lancaster County, PA, US
- LinkedIn followers
- 500 followers
About Jordan Grater
The Red Rose Investment Group at RBC Wealth Management is a diverse team of experienced financial advisors and investment professionals dedicated to providing our clients with an exceptional experience. We create personalized investment programs and holistic financial plans focused on helping clients grow, manage, and preserve their wealth. Based on a relationship of mutual trust, we help our clients attain and maintain a secure lifestyle and achieve success in reaching their lifetime goals. After all, the best returns are more than financial.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, Member NYSE/FINRA/SIPC.Non-U.S. Residents This website has been published in the United States and is intended to provide information and documents in compliance with applicable United States laws and regulations. For non-U.S. residents or citizens, RBC Capital Markets, LLC may not be licensed in your jurisdiction, and the contents of this website are not a solicitation or advertisement in your jurisdiction.
Experience
Senior Vice President Financial Advisor, Senior Portfolio Manager Portfolio Focus
Dec 2024 — Present · Lancaster, PA, US
I work with my clients to create a vision for their future, and help them put a customized financial plan in place to help make that vision a reality. I want my clients to view me as their family\'s personal advocate, so that they can pursue peace of mind and spend time doing all the things they enjoy in life. My specific areas of focus include: investment management, retirement planning, estate planning services, risk management, and college planning.RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. 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, Member NYSE/FINRA/SIPC.
Education
Susquehanna University
B.S, Business Administration; Finance
2002 — 2006
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.