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Paul L. Roche Iii, Cfp®, Cima® Email & Phone Number

Managing Director - Private Wealth Advisor for Insight Private Wealth at RBC Wealth Management at RBC Wealth Management
Location: New York City Metropolitan Area, United States 4 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
RBC Wealth Management
Role
Managing Director - Private Wealth Advisor for Insight Private Wealth at RBC Wealth Management
Location
New York City Metropolitan Area, United States
Company size
6359 employees

Who is Paul L. Roche Iii, Cfp®, Cima®? Overview

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Paul L. Roche Iii, Cfp®, Cima® is listed as Managing Director - Private Wealth Advisor for Insight Private Wealth at RBC Wealth Management at RBC Wealth Management, a with 6359 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Paul L. Roche Iii, Cfp®, Cima®.

Paul L. Roche Iii, Cfp®, Cima® previously worked as Managing Director - Private Wealth Advisor of Insight Private Wealth at Rbc Wealth Management and Executive Director & Family Wealth Director, Wealth Advisor at Morgan Stanley. Paul L. Roche Iii, Cfp®, Cima® holds Master Of Science, Computer And Information Sciences And Support Services from Boston University.

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Email format at RBC Wealth Management

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RBC Wealth Management

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Profile bio

About Paul L. Roche Iii, Cfp®, Cima®

Insight Private Wealth is a boutique wealth management practice within one of the premier wealth management firms in the world. We provide highly customized services and solutions to a limited number of high net-worth families with complex financial needs. Our experienced and dynamic team shares a common commitment to excellence, professionalism and personal integrity seeking superior results and exceptional client satisfaction.

Current workplace

Paul L. Roche Iii, Cfp®, Cima®'s current company

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RBC Wealth Management
Rbc Wealth Management
Managing Director - Private Wealth Advisor for Insight Private Wealth at RBC Wealth Management
toronto, ontario, canada
Website
rbcwealthmanagement.com
Employees
6359
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4 roles

Paul L. Roche Iii, Cfp®, Cima® work experience

A career timeline built from the work history available for this profile.

Managing Director - Private Wealth Advisor Of Insight Private Wealth

Current
Rbc Wealth Management

United States

Founding Partner of Insight Private Wealth, a boutique high net-worth wealth management practice inside RBC Wealth Management. We service a limited number of families and deliver planning-based, wholistic solutions to optimize their financial and investment concerns. Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information.Non-deposit 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. Securities offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Aug 2017 - Present

Executive Director & Family Wealth Director, Wealth Advisor

Morgan Stanley
Aug 2008 - Aug 2017

Colonel

United Stated Marine Corps
Apr 1986 - May 2016
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →

AL Adrienne Lo, Cpa, Ca, Tep Adrienne Lo, Cpa, Ca, Tep Colleague at Rbc Wealth ManagementGreater Toronto Area, Canada View → PN Panos Nikakis Panos Nikakis Colleague at Rbc Wealth ManagementDallas-Fort Worth Metroplex, United States View → KS Kevin Smith Kevin Smith Colleague at Rbc Wealth ManagementMinneapolis, Minnesota, United States View → GW Gene Wade Gene Wade Colleague at Rbc Wealth ManagementBillings, Montana, United States View → HR Hannah Reese, Cfp® Hannah Reese, Cfp® Colleague at Rbc Wealth ManagementBend, Oregon, United States View → JC Justin Cundari Justin Cundari Colleague at Rbc Wealth ManagementToronto, Ontario, Canada View → CP Caroline P. Higa Caroline P. Higa Colleague at Rbc Wealth ManagementCalgary, Alberta, Canada View → SC Scott Ceniccola Scott Ceniccola Colleague at Rbc Wealth ManagementPhiladelphia, Pennsylvania, United States View → WH Walker Herzog Walker Herzog Colleague at Rbc Wealth ManagementHouston, Texas, United States View → AS Ashley Schueth Cfp® Ashley Schueth Cfp® Colleague at Rbc Wealth ManagementLincoln, Nebraska, United States View →
3 education records

Paul L. Roche Iii, Cfp®, Cima® education

Master Of Science, Computer And Information Sciences And Support Services

Boston University

Bachelor Of Science, Computer Science

Jacksonville University

Master Of Science

Marine Corps University
FAQ

Frequently asked questions about Paul L. Roche Iii, Cfp®, Cima®

Quick answers generated from the profile data available on this page.

What company does Paul L. Roche Iii, Cfp®, Cima® work for?

Paul L. Roche Iii, Cfp®, Cima® works for RBC Wealth Management.

What is Paul L. Roche Iii, Cfp®, Cima®'s role at RBC Wealth Management?

Paul L. Roche Iii, Cfp®, Cima® is listed as Managing Director - Private Wealth Advisor for Insight Private Wealth at RBC Wealth Management at RBC Wealth Management.

Where is Paul L. Roche Iii, Cfp®, Cima® based?

Paul L. Roche Iii, Cfp®, Cima® is based in New York City Metropolitan Area, United States while working with RBC Wealth Management.

What companies has Paul L. Roche Iii, Cfp®, Cima® worked for?

Paul L. Roche Iii, Cfp®, Cima® has worked for Rbc Wealth Management, Morgan Stanley, United Stated Marine Corps, and Merrill Lynch.

Who are Paul L. Roche Iii, Cfp®, Cima®'s colleagues at RBC Wealth Management?

Paul L. Roche Iii, Cfp®, Cima®'s colleagues at RBC Wealth Management include Adrienne Lo, Cpa, Ca, Tep, Panos Nikakis, Kevin Smith, Gene Wade, and Hannah Reese, Cfp®.

How can I contact Paul L. Roche Iii, Cfp®, Cima®?

You can use AeroLeads to view verified contact signals for Paul L. Roche Iii, Cfp®, Cima® at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Paul L. Roche Iii, Cfp®, Cima® attend?

Paul L. Roche Iii, Cfp®, Cima® holds Master Of Science, Computer And Information Sciences And Support Services from Boston University.

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