Michael R. Appley, JD TEP Managing Director
Michael is Managing Director of RBC Trust Company (Delaware) Limited. Michael is based in Wilmington, Delaware, and is responsible for overall management of trust, custody, administrative and investment functions of the company.
As a member of the Board of Directors, Chair of the Trust Committee and Director on the American Gift Fund, he is dedicated to helping ensure clients and ﬁnancial advisors receive the excellent service and solutions they expect. This includes providing access to the global resources available from Royal Bank of Canada.
Michael began his trust services career in 1998 and has gained a strong knowledge of domestic and international trust administration. He earned a Bachelor of Science from Emerson College, a law degree from St. John’s School of Law and a certiﬁcate of special studies in Management and Business Administration from Harvard University. He is admitted to practice law in New York and Connecticut and is a member of the Society of Trust and Estate Practitioners.
Tony Nardo, MBA, TEP Head of Business Development
Tony is Head of Business Development with RBC Trust Company (Delaware) Limited. Tony is based in Wilmington, Delaware, and is responsible for managing new business development, relationship management and new business implementation across the United States, Europe, and Latin America in multiple distribution channels.
He works closely with the business development team to help build relationships with financial advisors, accountants, tax professionals, and attorneys to provide personal trust and investment solutions for prospective clients. He also manages several corporate relationships on mutual and prospective clients.
Tony has been helping high net worth clients achieve their financial goals as a wealth management professional since 1998. He earned a Bachelor of Science degree in Business Management from Wilmington University as well as a Master Degree in Business Administration from Wilmington University. In addition, Tony is a member of the Society of Trust and Estate Practitioners and holds its Trust and Estate Practitioner designation.
Nancy Guerin Manager, Special Needs Trust
Nancy Guerin is the Manager, Special Needs Trust with RBC Trust Company (Delaware) Limited and is based in Wilmington, Delaware. She is responsible for the oversight and administration of the special needs trust unit. Nancy and her team concentrate on special needs, supplemental needs, settlement protection and other irrevocable trusts for those with physical and intellectual disabilities.
Nancy focuses on identifying and understanding the unique needs of individuals and families who may benefit from special needs trust structures. With extensive knowledge of the latest legislative and benefits changes, she works closely with guardians, attorneys and court appointed officials to provide the best care and service available to the beneficiary.
Prior to joining RBC, she was a Trust Officer for an International Bank. Her experience includes serving foundations, managing special needs trusts and other complex irrevocable trusts. She also has experience managing real estate and mineral interests for trusts that encompasses all aspects of property management. She was a Vice President and founding member of an independently owned wealth management firm in the greater Houston, Texas area that serves ultra high net worth clients.
Nancy earned her bachelor’s degree in psychology from the College of Charleston in Charleston, South Carolina. She also earned the distinguished Certified Trust and Financial Advisor (CTFA) designation. She resides in Hockessin, Delaware with her family. She is an active volunteer for the March of Dimes and the Susan G. Komen Foundation.
Christine March, MBA, AIF Director, Strategy & Investments
Christine is Director, Strategy & Investments with RBC Trust Company (Delaware) Limited. Christine is based in Wilmington, Delaware, and is responsible for the overall investment management and administration for all fiduciary and non-fiduciary accounts.
She provides discretionary investment management services, including determining appropriate investment model portfolios and ensuring that recommendations meet client investment goals. She also helps establish guidelines with financial advisors for investment strategy, investment process, and portfolio performance.
Christine joined RBC Trust Company in 1997. She served as a Trust Investment Officer for seven years before assuming her current responsibilities in 2007. She earned both a Bachelor of Science with a concentration in Business Administration and Master of Business Administration with a concentration in Financial Management, from Goldey-Beacom College. She is also a graudate of the Cannon Financial Institute Trust School, Levels I, II, and III. Additionally, Christine earned the Accredited Investment Fiduciary (AIF) Designation.