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Tom E

CFP®, Series 66

Bainbridge Island, WA

RBC Capital Markets

Thomas Elliott is a CFP®-designated financial advisor with 10 years of industry experience, currently with RBC Capital Markets in Bainbridge Island, WA. He has worked at RBC Capital Markets since 2016, including a year at RBC Wealth Management, and has also been affiliated with City National Bank since 2019. Outside of his advisory role, Elliott is the sole proprietor of Island Woods Retreat, a short-term rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and corporate clients with tailored advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers and offers features such as tax management, rebalancing options, and responsible investing screens.

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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Patrick E

Series 63, Series 65

Bainbridge Island, WA

RBC Capital Markets

Patrick Elliott is a financial advisor with RBC Capital Markets in Bainbridge Island, WA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with RBC Capital Markets since 2008 and concurrently with City National Bank since 2016. Outside of advising, Elliott has involvement in building development and property management related to family real estate holdings. 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 with discretionary and non-discretionary portfolio management, employing a tailored investment approach using both in-house and third-party 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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Bradley B

Series 63, Series 66

Bainbridge Island, WA

RBC Capital Markets

Bradley Blind is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile 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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William F

Series 66

Bainbridge Island, WA

RBC Capital Markets

William Foster is a financial advisor with RBC Capital Markets. He holds a Series 66 designation and has experience working at Valor Equity Partners and Starbucks Coffee Company. He is based in Bainbridge Island, WA. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing 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.

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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Charles O

Series 63, Series 65

Bainbridge Island, WA

RBC Capital Markets

Charles Odell is a financial advisor with RBC Capital Markets in Bainbridge Island, WA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a wide range of portfolio management and financial planning services.

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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