Blake Epstein, Cfp®

Blake Epstein, Cfp® Email and Phone Number

Managing Director - RBC Private Wealth Management @
Blake Epstein, Cfp®'s Location
Philadelphia, Pennsylvania, United States, United States
Blake Epstein, Cfp®'s Contact Details

Blake Epstein, Cfp® work email

Blake Epstein, Cfp® personal email

n/a
About Blake Epstein, Cfp®

For over 26 years I have advised ultra-high-net-worth individuals and their families (particularly closely-held and family-owned businesses) on all aspects of their wealth. Serving as your family office, our team offers best-in-class wealth management to help you create the lifestyle you desire and the legacy you imagine.I am honored to have been recognized by Forbes as a 2019, 2020, 2021, 2022 & 2023 Best-in-State Wealth Advisor. I am also a member of our Chairman’s Council, which is RBC Private Wealth Management’s most prestigious recognition program.Feel free to call/text me at 215-356-2616 or email me at blake.epstein@rbc.com to schedule a 15-minute introductory call. ————Disclosures:Please visit http://www.rbcwealthmanagement.com/us/en/legal 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. ResidentsThis 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.

Blake Epstein, Cfp®'s Current Company Details
RBC Private Wealth Management

Rbc Private Wealth Management

Managing Director - RBC Private Wealth Management
Blake Epstein, Cfp® Work Experience Details
  • Rbc Private Wealth Management
    Managing Director
    Rbc Private Wealth Management 2019 - Present
    Philadelphia, Pennsylvania, United States
    RBC is a leading diversified financial services firm, employing approximately 84,000 people speaking over 100 languages worldwide. They provide personal and commercial banking, wealth management services, insurance, corporate and investment banking, and transaction processing services globally.
  • Morgan Stanley Wealth Management
    Senior Vice President
    Morgan Stanley Wealth Management 2002 - 2019
    Philadelphia, Pennsylvania, United States
    Morgan Stanley is a leading global investment bank and wealth management firm, employing more than 60,000 people worldwide in three main units: institutional securities, wealth management, and investment management.
  • Sands Brothers & Co., Ltd
    Vice President
    Sands Brothers & Co., Ltd 1998 - 2002
    New York, New York, United States
    Sands Brothers & Co., Ltd is a boutique investment banking and wealth management firm. This Park Avenue firm offers research and cutting edge investment ideas to institutional clients as well as high-net worth families.

Blake Epstein, Cfp® Education Details

  • Temple University - Fox School Of Business And Management
    Temple University - Fox School Of Business And Management
    Business

Frequently Asked Questions about Blake Epstein, Cfp®

What company does Blake Epstein, Cfp® work for?

Blake Epstein, Cfp® works for Rbc Private Wealth Management

What is Blake Epstein, Cfp®'s role at the current company?

Blake Epstein, Cfp®'s current role is Managing Director - RBC Private Wealth Management.

What is Blake Epstein, Cfp®'s email address?

Blake Epstein, Cfp®'s email address is bp****@****ast.net

What schools did Blake Epstein, Cfp® attend?

Blake Epstein, Cfp® attended Temple University - Fox School Of Business And Management.

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