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Gary F

Series 63, Series 65

Augusta, GA

RBC Capital Markets

Gary Frederick is a financial advisor with RBC Capital Markets in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with City National Bank since 2019 and with RBC Capital Markets since 2013. 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 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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Grady J

Series 63, Series 65

Augusta, GA

RBC Capital Markets

Grady Jackson III is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2016 and City National Bank since 2018. Outside of his advisory role, he serves as chairman of the board of trustees at Episcopal Day School and chairs the board of directors for Trees for Augusta, as well as co-chairing a steering committee for a new homeless shelter with The Salvation Army of Augusta. 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 multiple advisory programs with customizable portfolio management and integrates in-house and third-party investment managers to tailor strategies according to client risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Norman S

Series 63, Series 65

Augusta, GA

RBC Capital Markets

Norman Schaffer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as a trustee for the Schaffer Family Private Foundation, which donates to qualified charities. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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