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Philip M
Series 63, Series 65
Albuquerque, NM
RBC Capital Markets
Philip Mayo is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, Mayo serves as President of the Faith Lutheran Church Council and holds board positions with the ARCA Foundation, a nonprofit supporting individuals with special needs, and the Foundation for Success, which provides mentorship and tutoring services for students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with tailored strategies based on client risk profiles.
Nathaniel S
Series 66
Albuquerque, NM
RBC Capital Markets
Nathaniel Spratley is a financial advisor at RBC Capital Markets with three years of industry experience. He previously worked at Zia Trust, Inc., and has been involved with the University of New Mexico and Albuquerque Academy. Outside of his advisory role, he serves as the head coach of the Girls Junior Varsity Basketball team at Albuquerque Academy. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs and portfolio management services. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, supporting varied client needs including high-net-worth individuals, corporations, and charitable organizations.
Justin W
Series 66
Albuquerque, NM
RBC Capital Markets
Justin Welch is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding the Series 66 designation and 17 years of industry experience. He joined RBC Capital Markets in 2022 after nine years at UBS Financial Services. Welch serves on the board of New Mexico Deathcare Network Inc., a charitable foundation, where he is the interim President and will transition to Treasurer. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.
Andrea F
Series 66
Albuquerque, NM
RBC Capital Markets
Andrea Fisher is a financial advisor at RBC Wealth Management with nine years of industry experience. She has been with RBC Wealth Management since 2014. Outside of her advisory role, she serves as an independent contractor and consultant for a rural electric utility and works part-time as a cashier. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.
Jenifer W
Series 66
Albuquerque, NM
RBC Capital Markets
Jenifer Woolcott is a Series 66 licensed financial advisor with eight years of industry experience. She currently works at RBC Capital Markets and previously held roles at BancWest Investment Services and BANK OF THE WEST. Outside of finance, she is involved in youth tennis programs and creates social media content promoting tennis through her business, Jenuine Tennis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers customized advisory programs that utilize a combination of in-house and third-party investment managers, with options for portfolio management, financial planning, and responsible investing.
Curtiss L
Series 66
Albuquerque, NM
RBC Capital Markets
Curtiss Lacross is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets since 2015 and has been associated with City National Bank since 2022. Outside of his advisory role, Lacross serves as an adjunct lecturer for The Plan Sponsor University, providing fiduciary training and certification on an occasional basis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring investment strategies through a combination of in-house and third-party managers.
Katherine C
Series 66
Albuquerque, NM
RBC Capital Markets
Katherine Copps is a Series 66-registered financial advisor with RBC Capital Markets in Albuquerque, NM, where she has worked since 2015. She has 13 years of industry experience. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customizable strategies, combining in-house and third-party investment managers along with integrated capital-markets and lending capabilities.
Nathan A
Series 66
Albuquerque, NM
RBC Capital Markets
Nathan Anderson is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds a Series 66 designation and previously worked for eight years at U.S. Bancorp Investments, Inc. before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Tylen K
Series 63, Series 65
Albuquerque, NM
RBC Capital Markets
Tylen Kattenhorn is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles and employs a combination of in-house and third-party investment managers alongside various portfolio management features.
William C
Series 63, Series 65
Albuquerque, NM
RBC Capital Markets
William Cates is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 credentials and possessing 47 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as treasurer for the West Point Society of New Mexico, an alumni association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and integrates in-house and third-party investment managers along with various administrative and investment options.
Isaiah M
Series 66
Albuquerque, NM
RBC Capital Markets
Isaiah Moya is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. He previously worked at Bankers Life and Casualty and Eagle Market Makers. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet client-specific risk profiles.
Laurie D
Series 63, Series 66
Albuquerque, NM
RBC Capital Markets
Laurie Donovan is a financial advisor at RBC Capital Markets with nine years of industry experience. She previously worked at Ameriprise Financial Services, where she spent seven years before joining RBC in 2025. Laurie holds Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
David C
Series 63, Series 65
Albuquerque, NM
RBC Capital Markets
David Cates is a financial advisor with RBC Capital Markets based in Albuquerque, NM. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2020. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the New Mexico chapter of the Alzheimer's Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.
Monica V
Series 66
Albuquerque, NM
RBC Capital Markets
Monica Villa is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding a Series 66 designation and bringing 10 years of industry experience. She has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies using both in-house and third-party managers, supported by extensive capital-markets capabilities.
Brad Y
Series 66
Albuquerque, NM
RBC Capital Markets
Brad Yablonsky is a financial advisor with RBC Capital Markets holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial for 10 years and has been self-employed since 2001. Mr. Yablonsky serves on the boards of several nonprofit organizations focused on senior citizen advocacy and community services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs with both discretionary and non-discretionary portfolio management, leveraging in-house and third-party managers alongside a range of advisory services.
Michael A
Series 63, Series 66
Albuquerque, NM
RBC Capital Markets
Michael Anderson is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of finance, he owns and operates a website focused on sharing information about test driving cars. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services that incorporate a variety of investment managers, rebalancing options, and specialized investment strategies.
Christopher C
Series 63, Series 65
Albuquerque, NM
RBC Capital Markets
Christopher Cates is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank from 2020 to 2025. Cates serves on the boards of Manzano Day School and the UNM Lobo Club, which supports fundraising for the University of New Mexico's athletic department. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services.
Carl E
Series 63, Series 65
Albuquerque, NM
RBC Capital Markets
Carl Eckelman is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Desiree S
Series 63, Series 66
Albuquerque, NM
RBC Capital Markets
Desiree Stewart is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at City National Bank, Central New Mexico Ingenuity, Central New Mexico Community College, Sandia National Labs, and Gap Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable portfolio management and financial planning services.
David D
Series 66
Albuquerque, NM
RBC Capital Markets
David Diller is a financial advisor at RBC Capital Markets with four years of industry experience. Prior to his current role, he worked at Sandia National Laboratories for 11 years. He holds the Series 66 designation and also serves as a part-time faculty member teaching Accounting and Financial Literacy at Central New Mexico Community College. Additionally, Diller is active in several nonprofit and community organizations, including board roles with the New Mexico Society of CPAs, the Kiwanis Club of Albuquerque, and the 501(C)PA foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides personalized investment strategies through various advisory programs and integrates a range of in-house and third-party investment managers, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.
Scott S
Series 65, Series 63
Albuquerque, NM
RBC Capital Markets
Scott Schroeder is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 65 and Series 63 designations and having 16 years of industry experience. He joined RBC Capital Markets in 2020 after working at MIAI, Inc and Maplewood Investment Advisors, Inc from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.
Cory R
Series 66
Albuquerque, NM
RBC Capital Markets
Cory Robbins is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding a Series 66 designation and having 20 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing tailored strategies through a combination of in-house and third-party investment managers.
Joseph B
Series 63, Series 65
Albuquerque, NM
RBC Capital Markets
Joseph Bergamo is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc from 2009 to 2022 before joining RBC Capital Markets in 2022. He serves on the board of Mandy's Farm, a charitable foundation, where he helps oversee facility maintenance funding. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs, offering customized portfolio management and financial planning services that incorporate both in-house and third-party investment solutions.
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