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Rebecca G
CFP®, Series 66
Atlanta, GA
RBC Capital Markets
Rebecca Glasgow is a CFP®-designated financial advisor at RBC Capital Markets with 21 years of industry experience. She previously worked at UBS Financial Services Inc. for 15 years before joining RBC in 2023. Glasgow serves as an officer on the executive committee of the ESOP Association New South Chapter and is a trustee of the Compromise Quinby Taylor Educational Foundation. 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 a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.
Robert J
CFP®, Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Robert Joyner is a CFP® credentialed financial advisor with 17 years of industry experience. He currently works at RBC Capital Markets, having previously held positions at UBS Financial Services and E*TRADE Securities. 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 and combines in-house and third-party management to meet client-specific risk profiles.
Jefferson P
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Jefferson Pace II is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining RBC in 2024, he spent 15 years with UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
Dianna M
Series 63, Series 66
Atlanta, GA
RBC Capital Markets
Dianna Moore is a financial advisor at RBC Capital Markets in Atlanta, GA, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 15 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies, combining in-house and third-party managers along with multiple portfolio management features.
Dana B
Series 63
Atlanta, GA
RBC Capital Markets
Dana Breland is a financial advisor with RBC Capital Markets based in Atlanta, GA. He holds the Series 63 designation and has 28 years of industry experience, including 25 years at UBS Financial Services before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide customized portfolio management and financial planning, utilizing both in-house and third-party managers.
Robert W
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Robert Weiland Jr. is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.
Christine L
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Christine Lizaso is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Prior to her current role, she worked for UBS Financial Services Inc. for 15 years and City National Bank for 2 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and customizes investment strategies based on each client's Advisory Risk Profile, utilizing both in-house and third-party investment managers.
Gloria B
Series 66
Atlanta, GA
RBC Capital Markets
Gloria Barajas is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and US Auto Sales Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Scott S
Series 66
Atlanta, GA
RBC Capital Markets
Scott Serafin is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at UBS Financial Services Inc. He is co-owner of Graystone Square Investments LLC, a partnership formed to invest in a restaurant. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s capital-markets and affiliated asset management capabilities.
Tiffanie S
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Tiffanie Sojourner is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and UBS Financial Services. 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 a range of advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management and financial planning services.
Robin L
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Robin Long is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at RBC Capital Markets since 2011 and is currently associated with City National Bank. Outside of his advisory role, he owns a rental property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.
Christy D
Series 66
Atlanta, GA
RBC Capital Markets
Christy Dryden is a financial advisor at RBC Capital Markets in Atlanta, GA, with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. and 5 Seasons. 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 delivering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.
Wayne R
Series 66
Atlanta, GA
RBC Capital Markets
Wayne Rubinas is a financial advisor with RBC Capital Markets in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. He worked at UBS Financial Services Inc. for 17 years before joining RBC Capital Markets in 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.
Gary P
Series 63, Series 66
Atlanta, GA
RBC Capital Markets
Gary Parnaby Jr. is a financial advisor at RBC Capital Markets with 24 years of industry experience. He has held positions at RBC Capital Markets since 2022 and previously worked at Merrill from 2013 to 2021. He holds Series 63 and Series 66 designations and is based in Atlanta, GA. 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 multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Lauren R
Series 66
Atlanta, GA
RBC Capital Markets
Lauren Riepenhoff is a financial advisor at RBC Capital Markets with 13 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining RBC in 2024. Outside of her advisory role, Lauren works as a grocery delivery driver for Instacart. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized investment strategies and portfolio management solutions.
John R
CFP®, Series 63, Series 65
Atlanta, GA
RBC Capital Markets
John Ramsey is a CFP® professional with 15 years of industry experience. He has worked at RBC Capital Markets since 2024 and previously spent 11 years at UBS Financial Services Inc. He is based in Atlanta, GA. 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 with tailored strategies implemented through a combination of in-house and third-party managers, providing a range of portfolio management, financial planning, and brokerage services.
Marlene W
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Marlene Wilson is a financial advisor at RBC Capital Markets with 25 years of industry experience. She has held roles at RBC Capital Markets since 2017, following positions at Equity Investment Corporation, BNY Mellon Distributors Inc., and JFB Holdings Corp. Wilson serves as a court-appointed special advocate with CASA, volunteering on behalf of neglected and abused children in foster care. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients by providing a range of advisory programs and portfolio management services tailored to each client’s risk profile. The firm utilizes both in-house and third-party investment managers and offers integrated capital-markets capabilities and alternative investment options.
William P
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
William Pahl Jr. is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 15 years. Outside of his advisory role, he is involved as an officer in a real estate partnership. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities.
Tricia M
Series 63, Series 66
Atlanta, GA
RBC Capital Markets
Tricia Mc Intosh is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 66 credentials and having seven years of industry experience. She has worked at several firms including UBS Financial Services, JPMorgan Chase, and Transamerica Financial Advisors. Outside of her advisory work, she is the sole proprietor of TMI Media, LLC, which creates promotional and educational videos. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services. The firm combines in-house and third-party investment management, tax management, and responsible investing options within unified or sleeve-based account structures.
Kurt H
Series 66
Atlanta, GA
RBC Capital Markets
Kurt Hirshman is a financial advisor at RBC Capital Markets based in Atlanta, GA, holding a Series 66 designation with 24 years of industry experience. He worked at UBS Financial Services for 23 years before joining RBC Capital Markets in 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.
Michele A
Series 63, Series 66
Atlanta, GA
RBC Capital Markets
Michele Arbogast is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously at Stifel from 2015 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Jeffrey L
Series 66
Atlanta, GA
RBC Capital Markets
Jeffrey Lesyk is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and nonprofits. The firm offers customized advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers and a range of portfolio and risk management options.
Frank S
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Frank Stanley II is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with RBC Capital Markets since 2018 and serves concurrently in the U.S. Army Reserves as a Military Infantry/Finance Officer. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers to align strategies with clients’ risk profiles.
Leslie L
Series 66
Atlanta, GA
RBC Capital Markets
Leslie Lauer is a financial advisor with RBC Capital Markets in Atlanta, GA, holding a Series 66 credential and 20 years of industry experience. Prior to joining RBC in 2023, she spent 17 years at UBS. Outside of her advisory role, she serves on the board and several committees of Intervine Inc., a 100% ESOP-owned wine distributor. 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 strategies and multiple advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services.
Shelley D
Series 66
Atlanta, GA
RBC Capital Markets
Shelley Davidson is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 15 years. Davidson is based in Atlanta, GA. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, along with integrated capital-markets and lending capabilities.
Jacob L
Series 66
Atlanta, GA
RBC Capital Markets
Jacob Longoria is a financial advisor with RBC Capital Markets in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.
William P
CFP®, Series 66
Atlanta, GA
RBC Capital Markets
William Pahl is a financial advisor with RBC Capital Markets in Atlanta, GA, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining RBC in 2024, he worked at UBS Financial Services for five years and was employed at the University of South Carolina for four years. He serves on the board of directors for Georgia Community Support And Solutions, Inc., a nonprofit organization. RBC Wealth Management provides investment and wealth advisory services to individual and institutional clients, offering customized portfolio management and financial planning through a variety of wrap fee programs. The firm employs a multifaceted investment approach that includes in-house and third-party managers, with options for tax management and responsible investing.
James J
CFP®, Series 63, Series 65
Atlanta, GA
RBC Capital Markets
James Jones is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2024. Prior to joining RBC, he worked for 15 years at UBS Financial Services Inc. in Atlanta, GA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers customized investment strategies through multiple advisory programs, combining in-house and third-party managers to implement portfolios tailored to each client’s risk profile.
Benjamin J
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Benjamin Joel is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 credentials and totaling 38 years of industry experience. His prior roles include positions at City National Bank since 2019 and Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Outside of his advisory work, he serves as director and president of Future Inc, a social and investment club that organizes social events twice a year. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers and model providers.
Michael D
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Michael Degolian Sr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2011. 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 with tailored investment strategies, combining in-house and third-party managers to address various client needs.
Timothy Y
Series 63, Series 65, Series 66
Atlanta, GA
RBC Capital Markets
Timothy Yarbrough is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior roles include positions at Retirement LLC, Wells Fargo Clearing, and Edward Jones. Outside of finance, he serves as a high school football official with the Texas Association of Sports Officials. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and portfolio management supported by in-house and third-party providers.
Barry N
Series 63, Series 66
Atlanta, GA
RBC Capital Markets
Barry Nathanson is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has been with RBC Capital Markets since 2009 and also works with City National Bank since 2021. 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 various advisory programs with portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.
Jenna S
Series 66
Atlanta, GA
RBC Capital Markets
Jenna Sparling is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2009 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC's capital markets capabilities and affiliated asset managers.
Andrew B
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Andrew Becket is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Laguna Wealth Advisors, and Aspiriant. Based in Atlanta, GA, he joined RBC Capital Markets in 2023. 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 a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, implementing tailored strategies through a combination of in-house and third-party investment managers.
Sandra D
Series 66
Atlanta, GA
RBC Capital Markets
Sandra Dubow is a financial advisor with RBC Capital Markets in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. She previously worked at UBS Financial Services, Inc. from 2015 to 2024 before joining RBC Capital Markets in 2024. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile through a combination of in-house and third-party investment managers.
Dorothy D
Series 66
Atlanta, GA
RBC Capital Markets
Dorothy Downs is a financial advisor with RBC Capital Markets in Atlanta, GA. She holds a Series 66 designation and has two years of industry experience. Prior to joining RBC Capital Markets in 2024, she worked at UBS Financial Services and has a background that includes founding and operating Excellence in Exercise for 15 years. 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 various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a broad range of capital markets and asset management resources.
Mary D
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Mary Dale is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 credentials and 45 years of industry experience. Her career includes roles at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering customized advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.
Blake W
Series 66
Atlanta, GA
RBC Capital Markets
Blake Wilson is a financial advisor with RBC Capital Markets in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at E*TRADE Capital Management, Morgan Stanley, and Merrill Lynch, as well as work outside finance with Dahlonega Resort and Vineyard and Papa's Place. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.
Randall H
Series 66
Atlanta, GA
RBC Capital Markets
Randall Hartley is a financial advisor with RBC Capital Markets holding a Series 66 designation and 29 years of industry experience. He has worked at notable firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.
Michael D
Series 66
Atlanta, GA
RBC Capital Markets
Michael De Golian is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and previously worked at American Honda Finance Corporation and Landmark, and spent five years at Kennesaw State University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Jacob D
Series 66
Atlanta, GA
RBC Capital Markets
Jacob Dale is a financial advisor with RBC Capital Markets in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, with a focus on customized investment strategies and integrated capital markets capabilities.
Catherine M
CFP®, Series 66
Atlanta, GA
RBC Capital Markets
Catherine Mericka is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with RBC Capital Markets, where she has worked since 2023, following an 11-year tenure at UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs focused on customized portfolio management, financial planning, and brokerage services, utilizing a range of in-house and third-party investment solutions.
Rachelle C
CFP®, Series 66, Series 63
Atlanta, GA
RBC Capital Markets
Rachelle Carmel is a CFP®-designated financial advisor at RBC Capital Markets with 15 years of industry experience. Her prior roles include positions at Bison Wealth, Regions Bank, and SunTrust Investment Services. Carmel serves on the board of the Dunwoody High School PTSO, holds a City Government Board of Ethics position in Dunwoody, GA, and is Treasurer on the Board of Directors for the Atlanta Bar Association’s Estate Planning Section. RBC Wealth Management, a division of RBC Capital Markets, offers tailored investment and advisory services to individual investors, institutions, corporations, and charitable organizations, utilizing a range of advisory programs and investment management solutions.
Franklin M
Series 63, Series 65
Atlanta, GA
RBC Capital Markets
Franklin Mcintyre III is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves on the board of directors for the Cherokee Garden Library at the Atlanta History Center and acts as an arbitrator for the Financial Industry Regulatory Authority. 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 a range of advisory programs and implements customized portfolios using a combination of in-house and third-party investment managers.
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