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Submitted URL: https://www.corinnepattesonrbc.com/
Effective URL: https://us.rbcwealthmanagement.com/web/corinne.patteson/
Submission: On February 23 via api from CA — Scanned from NL
Effective URL: https://us.rbcwealthmanagement.com/web/corinne.patteson/
Submission: On February 23 via api from CA — Scanned from NL
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<h2>Helping you grow more than wealth</h2>
<h2> </h2>
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<h3>Value statement</h3>
<p>I offer each of our clients the opportunity to know the answer to two important questions:</p>
</div>
<p>1.) At the end of your life will you successfully achieve your financial goals?</p>
<p>2.) Do you have any financial blind spots that can be addressed to protect your dreams?</p>
<p>I help safeguard you through a customized wealth management strategy. RBC offers a boutique approach to our clients with an extensive range of services to help meet any wealth management needs. I then guide you by matching your expectations
with the reality of your risk tolerance. I create a unique personal wealth plan so you can feel confident and realistically know that you can accomplish your goals.</p>
<p>Through the years I continue to guide you making any necessary changes and adjusting for unforeseen bumps along the way. My hands-on approach to financial management enables us to provide you with the confidence to look toward the future
knowing you are in the best possible position.</p>
<p>Who are my typical clients? They are people from all walks of life. I help them manage all aspects of their finances.</p>
<ul>
<li>I serve those clients who are in their wealth accumulation phase of life make important decisions and plan for the future, as well as those who have reached retirement by helping them confidently fund their early retirement years.</li>
<li>I work with my retired clients to create a plan to help maximize wealth preservation and retirement income. I am passionate about creating a comfortable quality of life that takes into consideration all of their needs. My
360-degree approach is not just about finance — it is about enabling my clients to enjoy life with the freedom to do more of what they love.</li>
<li>I help successful small business professionals with their investments, banking and lending needs and benefit implementation.</li>
<li>I proactively serve young couples with growing families who are busy with their professional lives. I help develop insurance strategies that can protect their growing family, fund college savings plans, acquire competitive mortgage and
credit lines to cover expenses and major purchases. Most importantly I construct a customized wealth plan that helps encompass the big picture.</li>
</ul>
<p>My goal is to always be looking out for your financial wellbeing so you can concentrate on enjoying retirement, establishing thriving businesses, cultivating careers and creating stability within your families.</p>
<p> </p>
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<h3>Global Insight Monthly</h3>
<h4><img alt="Global Insight Cover Image - Feb 2024" src="/documents/10192/0/GIMonthly_Feb2024.jpg/ec867800-1b3b-4ecd-8793-8dffccac1fc4?t=1707489941181" style="float: left; width: 185px; height: 234px;">The death of (traditional value)</h4>
<p><a href="https://www.rbcinsight.com/wm/Share/ResearchViewer/?SSS_BC1ADC28D9F46BE73C8D6D36F202B482" target="_blank">Read the Global Insight Monthly »</a></p>
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<h3>Let's take the next step together</h3>
<p>I welcome you to experience the RBC Wealth Management difference yourself. <a href="javascript:contacturl();">Contact me</a> today to set up a meeting.</p>
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<h3>My practice</h3>
<p><img alt="Image of Corinne Patteson" src="/documents/4813568/4813648/Patteson_Corinne+0822+c+250+DQLB3MA+%281%29.jpg/59d2588b-b2c9-49c9-be34-27e020e04d6d?t=1685022177779" style="width: 250px; height: 250px;"></p>
<p>Learn more <a href="http://us.rbcwm.com/corinne.patteson/about-us">about me</a>. </p>
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<h4 class="spacer-15">Latest Insights</h4>
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<div class="col-md-12 col-xs-8"> <a href="/corinne.patteson/blog/4973507-Shaking-up-corporate-Japan"> <h4 class="meta-normal no-marg-bottom">Shaking up corporate Japan </h4> </a> <span class="subheader-subtle spacer-10 display-block">
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<p class="spacer-5">The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle. </p>
<p class="label-tag marg-y-5 spacer-5"> </p> <a href="/corinne.patteson/blog/4973507-Shaking-up-corporate-Japan" class="link-chev italic display-iblock" aria-label="Read more - Shaking up corporate Japan"> Read more</a>
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* rbcwealthmanagement.com * Important information * Sign in * Menu CORINNE PATTESON, CPFA® First Vice President - Financial Advisor - Senior Portfolio Manager - Portfolio Focus * Home * About * About us * Client experience * Events * Wealth management approach * Offerings * Individual retirement services * Retirement income planning * Long-term care * Legacy planning * Market commentary * Insights * Contact * * rbcwealthmanagement.com * Sign in Important information * Home * About * About us * Client experience * Events * Wealth management approach * Offerings * Individual retirement services * Retirement income planning * Long-term care * Legacy planning * Market commentary * Insights * Contact HELPING YOU GROW MORE THAN WEALTH * Upcoming Events * Previous Events INVEST IN YOURSELF: FINANCIAL SELF-CARE FOR WOMAN - THREE PART SERIES FOR THE SEASONS OF YOUR LIFE Feb 25, 2024 01:00 PM Eastern Standard Time - Feb 25, 2024 02:30 PM Eastern Standard Time 225 Schilling Circle Suite 250 Hunt Valley, MD , 21031 PART ONE: “PLANT THE SEEDS FOR YOUR FINANCIAL LEGACY” Corinne Patteson is presenting with fellow RBC Financial Advisor, Susan Hovanec, a 3-part event series for women, on financial self-care. The first session will be Sunday, February 25, 2024 from 1:00 - 2:30 pm at the RBC Wealth Management office in Hunt Valley, MD. If you are interested in joining us, grab a friend or 2, and send an email to cari.neitzey@rbc.com to secure your spot. Space is limited. RSVP -------------------------------------------------------------------------------- THERE ARE NO EVENTS TO SHOW VALUE STATEMENT I offer each of our clients the opportunity to know the answer to two important questions: 1.) At the end of your life will you successfully achieve your financial goals? 2.) Do you have any financial blind spots that can be addressed to protect your dreams? I help safeguard you through a customized wealth management strategy. RBC offers a boutique approach to our clients with an extensive range of services to help meet any wealth management needs. I then guide you by matching your expectations with the reality of your risk tolerance. I create a unique personal wealth plan so you can feel confident and realistically know that you can accomplish your goals. Through the years I continue to guide you making any necessary changes and adjusting for unforeseen bumps along the way. My hands-on approach to financial management enables us to provide you with the confidence to look toward the future knowing you are in the best possible position. Who are my typical clients? They are people from all walks of life. I help them manage all aspects of their finances. * I serve those clients who are in their wealth accumulation phase of life make important decisions and plan for the future, as well as those who have reached retirement by helping them confidently fund their early retirement years. * I work with my retired clients to create a plan to help maximize wealth preservation and retirement income. I am passionate about creating a comfortable quality of life that takes into consideration all of their needs. My 360-degree approach is not just about finance — it is about enabling my clients to enjoy life with the freedom to do more of what they love. * I help successful small business professionals with their investments, banking and lending needs and benefit implementation. * I proactively serve young couples with growing families who are busy with their professional lives. I help develop insurance strategies that can protect their growing family, fund college savings plans, acquire competitive mortgage and credit lines to cover expenses and major purchases. Most importantly I construct a customized wealth plan that helps encompass the big picture. My goal is to always be looking out for your financial wellbeing so you can concentrate on enjoying retirement, establishing thriving businesses, cultivating careers and creating stability within your families. GLOBAL INSIGHT MONTHLY THE DEATH OF (TRADITIONAL VALUE) Read the Global Insight Monthly » LET'S TAKE THE NEXT STEP TOGETHER I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting. -------------------------------------------------------------------------------- DISCLOSURES Corinne Patteson is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, LA, MA, MD, NC, NY, OH, PA, SC, TX, VA. Read additional advisor disclosures. MY PRACTICE Learn more about me. LATEST INSIGHTS SHAKING UP CORPORATE JAPAN The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle. Read more BULLETIN BOARD * June 15, 2023 Trend & cycle roadmap * February 12, 2024 Market week * January 9, 2024 Retirement Plan Update * January 9, 2024 Municipal market insight * January 2, 2024 Trend & cycle: The long view Corinne Patteson is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, LA, MA, MD, NC, NY, OH, PA, SC, TX, VA. Read additional advisor disclosures. Obtain more information about this financial advisor on FINRA's BrokerCheck website -------------------------------------------------------------------------------- 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. Contact information Corinne Patteson, CPFA® First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus Phone: 410-316-5354 Donna Spigler Client Associate Phone: 410-316-5409 Cari Neitzey, APP Investment Associate Phone: 202-661-9587 -------------------------------------------------------------------------------- Address Hunt Valley 225 Schilling Circle, Suite 250 Hunt Valley, MD 21031 View on map Privacy & Legal * Privacy & security * Legal & disclosures * Accessibility * Terms & conditions * Business continuity plan * Statement of Financial Condition -------------------------------------------------------------------------------- Royal Bank of Canada Website, © 2009-2024 © 2024 RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE / FINRA / SIPC Back to top