Wealth Management

You work hard for what you have, and you deserve to have the future you want. Our Wealth Advisors strive to exceed expectations with every interaction as we take a holistic approach to life and retirement planning. We will get to know you, your family, and your goals. Together, we will work toward securing the financial future you deserve. We will maximize performance and reduce risk through portfolio diversification, putting a plan into action to help you pursue your dreams. As your trusted partner, we are committed to helping you make decisions today for a more beneficial tomorrow.

LPL Research “Midyear Outlook 2022: Navigating Turbulence” features economic and market forecasts for the second half of 2022.

View the complete publication HERE.

Investment Services

RCB Wealth Management is committed to your success and is proud to offer brokerage services through LPL Financial, Member FINRA/SIPC. With this partnership, our customers can enjoy the convenience of having their LPL Wealth Advisor in their bank branch. So whatever your unique financial goals are, you can trust our advisors to work with you, listening to your concerns and working to help you achieve every goal.

  • Individually Managed Accounts
  • Brokerage Services
  • Retirement Planning
  • Education Planning
  • Insurance and Annuities
  • Individual Retirement Accounts –IRA
  • Company Sponsored Retirement Accounts
  • 401k Counseling
  • Estate, Charitable Giving, and Trust

Meet the RCB Wealth Management Team

  1. Kitty Barton

    Wealth Advisor & Director of Wealth Management, SVP

    Phone:
    (706) 314-2051


    Office Location:
    Rome – Main Office
  2. Rob Masters

    Wealth Advisor, VP

    Phone:
    (706) 236-3549


    Office Location:
    Rome – Main Office
  3. David Tomlin

    Wealth Advisor, SVP

    Phone:
    (706) 236-3536


    Office Location:
    Rome – Main Office

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

 

* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. River City Bank and RCB Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using RCB Wealth Management and may also be employees of River City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of River City Bank or RCB Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

River City Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.