Building Your Dream Career in Wealth Management

Christine has been a financial advisor for more than 20 years, joining the Watertown Branch of RBC Wealth Management in 2011. In 2019, she was promoted to branch director of the Buffalo Office and continues to work with clients in the Northern New York and Watertown area. Christine graduated from LeMoyne College in 1994 with a Bachelor of Science degree in business administration, and received her CERTIFIED FINANCIAL PLANNER™ certification in 2009. She is an investment advisor representative licensed to sell securities, as well as life insurance, long-term care insurance and annuities. Christine is a very active member in her community and has volunteered with many local nonprofit organizations. She is currently the immediate past president of the Rotary Club of Watertown, immediate past president of the Samaritan Auxiliary, past president of the Friends of the Roswell P. Flower Memorial Library, and a director on the board for the Watertown YMCA. Christine has been happily married to her husband, Brian, for 20 years. They have two sons, Benjamin, 19, and Andrew, 16.

Brooke McGeehan began her career in the financial services industry in 2003 with a focus on a comprehensive approach to wealth management. She hold thse CERTIFIED FINANCIAL  PLANNER™ certification and the Accredited Wealth Manager designation. She’s passed the Series 7, 9, 10 and 66 exams and holds health and life insurance licenses. She’s a member of RBC Wealth Management’s elite President’s Council. In 2018 and  2019, she was ranked as one of the Top Wealth Advisor Moms by Working Mother. She also received the honor of being named a “Woman Worth Watching” by Diversity Journal  Magazine. She’s been featured on TheStreet.com TV as well as in an RBC Wealth  Management video campaign to recruit new financial advisors. Prior to becoming a financial advisor, Brooke worked at RBC Wealth Management as part of the New York Complex Management team, specifically charged with business development, sales and marketing. She’s a graduate of Clemson University with a Bachelor of Science degree in marketing.  Brooke is the past president of the Women’s Association of Financial Advisors (WAFA)  at RBC Wealth Management. The mission of the WAFA is to recruit, retain, and  enhance the productivity of women financial advisors and branch directors at  RBC Wealth Management. She’s also on the board of directors for the Westfield  Education Fund, which supports students’ academic experience in the Westfield  School District.

Jeri Larrinaga has been in the financial services industry since 1991. She joined RBC Wealth Management in 1996 as a registered client associate. In 2007, she advanced to financial advisor, and in 2011, she became branch director of the Pueblo, Colorado office. Due to Jeri having multiple positions and in-depth experience in the industry, she can help clients on a meaningful level with multiple aspects of financial planning.   One thing certain in life is change and Jeri demonstrates her passion and commitment to clients and their life changes through deep, long-term relationships built on foundations of trust, communication and collaboration. Change happens whether it is expected or not, and as a wealth manager, she guides clients in creating individual wealth plans and setting both long- and short-term goals. By providing guidance through transparent and thoughtful, yet practical investment solutions, combined with dedicated, ongoing portfolio management, Jeri helps clients navigate the emotional and financial stresses that life and change often bring. It’s your journey — and she walks along your side.   She attended Utah State University, as well as Colorado State University – Pueblo and she successfully obtained her CFP last year. She has earned RBC Wealth Management’s internal designation of Advanced Wealth Manager (AWM), and has received annual recognitions from the company.