Dennis Fitzgerald — Contact Email, Phone & Team

Overview

Dennis Fitzgerald is a Senior Vice President and Financial Advisor at RBC Wealth Management, offering a range of services including investment management, financial planning, and estate planning. He leverages the global resources of RBC to provide clients with diversified financial solutions. His investment approach focuses on a diversified portfolio strategy, emphasizing fixed income, equities, and structured products. He caters to clients at various stages, from growth and late-stage investments to pre-IPO and buyout opportunities, primarily within the United States. With over two decades of experience in the financial services industry, Dennis has developed a client-centric philosophy, aiming to align investment strategies with individual financial goals and risk tolerance, ensuring personalized and effective wealth management solutions.

Investment Focus

Accredited Investor Status
Investment Horizon
Risk Tolerance Assessment
Due Diligence Process

Portfolio Companies

AppleMicrosoftAmazonFacebookJohnson & JohnsonExxonMobilProcter & GambleVisaPfizerGoogleTeslaBerkshire HathawayWalmartChevronCoca-ColaIntelPepsiCoIBMMcDonald's

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Frequently asked questions about Dennis Fitzgerald

What sectors does Dennis Fitzgerald invest in?

Dennis Fitzgerald invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in California, United States. Dennis Fitzgerald is listed as a private investment firm in the ConnectSafely investor database.