Verified recordFinancial Services

Michael Langlois

Senior Vice President, Financial Advisor at Rbc Wealth Management

Based in Naples, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Naples

Industry

Financial Services

Company size

8.3K

Contact information

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Email

1 credit

m•••••••@rbcwealthmanagement.com

Phone

5 credits

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Background

About Michael Langlois

With over 39 years of experience in the financial services industry, including 15 years experience as a Certified Public Accountant (CPA), I have dedicated myself to providing clients with the finest individually tailored approach to financial and investment strategies. Working with all of the available resources at RBC Wealth Management, I provide clients with knowledge and proficiency in a wide range of services, including: portfolio development, liability management, retirement plans, tax minimization strategies, insurance, annuities, education plans, asset preservation, income generation strategies, lending, wealth transfer and more. My first priority as a financial advisor is to listen to a client's specific goals and needs with a focus on forming long-term relationships to better assist them with all aspects of their financial life. Confidentiality, ethics and a client’s privacy and trust are of utmost importance to me. I graduated with honors from Bryant University in 1986 with a B.S. in Business Administration. I hold the designation of Chartered Retirement Planning Counselor℠ (CRPC®). I reside in Naples, FL and enjoy scuba diving, the beach, baseball, golf, pickle ball, live music and theatre and am actively involved with the Bryant University Alumni Association. If you have any questions about how I may be able to help you, your family and/or small business strive towards financial freedom and success, please contact me directly at (239) 649-6077 or send me an e-mail to michael.langlois@rbc.com. Please note that in my role at RBC Wealth Management, I cannot and do not provide tax advice.

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