The Fladell Group (RBC Wealth Management)

We have the utmost respect for the assets entrusted to us and recognize that they often represent the financial measure of a client's lifetime. Commited, passionate and professional, The Fladell Group utilizes a team-based approach, offering their fixed income expertise to each client while also working seamlessly with client's accountants, estate planning attorneys and other outside professionals to maximize resources. their sole objective is to help create an individualized fixed income portfolio thats provides income in the present and security in the future - for this generation and beyong.

  • The Fladell Group

    Jeffrey Fladell - Senior Vice President, Financial Adviser Jeffey has been in the financial industry since 1969, and has been with RBCWealth Management (successor to JB Hanauer) since 1988. For the past seven yeah since 2007, Jeff was named to the prestigious RBCWealth Management Chairman's Council and is Ranked one of the best top 25 financial adviser in the firm.

    Jonathan Fladell - Senior Vice President, Financial Adviser Jonathan has been a financial adviser with RBCWealth Management (successor to JB Hanauer) since 2005. He is a graduate of the University of Indiana. Jon currently holds his FINRA Series 7, 63 and 65 securities licenses, as well his life insurance license.

Fixed Income Solutions

Our approach integrates your objectives into a personalized porfolio that can be updated as life changes occur. We combine sophisticated fixed income planning tools with professional resources to help match your objectives with customized solutions.

  • Understanding Your Financial Objectives - We begin by listening to understand you and your financial objectives.
  • Gathering Your current Financial information - Together, we gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies - Next, we analyze your financial and personal information to match your objectives with sound strategies.
  • Create Fixed Income Portfolios - We develop customized solutions tailored to your objectives, drawing from a wide selection of fixed income products including individual taxable and tax-free bonds.
  • Providing Timely, Ongoing Service - We regularly review your situation to help ensure your financial objectives are being met.

RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC