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Thomas M
Series 63, Series 65
Baltimore, MD
RBC Capital Markets
Thomas Mccrory is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charities. The firm offers customized investment strategies and a range of advisory programs, combining in-house and third-party managers to implement portfolios aligned with clients' risk profiles.
Patrick M
Series 66
Baltimore, MD
RBC Capital Markets
Patrick Mcculloh is a financial advisor with RBC Capital Markets in Baltimore, MD, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at City National Bank, Bank of America, N.A., and Merrill. Outside of his advisory work, he serves on the Board of Directors for Roland Park Place, Inc., a not-for-profit life plan retirement community, where he chairs the Investment Committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.
Lindsay F
Series 66
Baltimore, MD
RBC Capital Markets
Lindsay Foelber is a Series 66-registered financial advisor with RBC Capital Markets in Baltimore, MD, where she has worked since 2017. She has eight years of industry experience, including five years at Donald Mettee Insurance Agency prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering a wide range of advisory programs and investment management solutions tailored to clients' risk profiles. The firm integrates in-house and third-party managers and provides various portfolio structures and services, supported by RBC’s extensive capital markets capabilities.
John R
Series 66, Series 63
Baltimore, MD
RBC Capital Markets
John Runge is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Worthington Financial Partners, Nationwide Investment Services Corporation, and operated as a self-employed advisor. 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 customized investment strategies, utilizing both in-house and third-party managers, and provides comprehensive portfolio management, financial planning, custody, and brokerage services.
Daniel G
Series 63, Series 65
Baltimore, MD
RBC Capital Markets
Daniel Gounaris is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 credentials and having 34 years of industry experience. His prior roles include positions 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, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers.
Jarrett G
Series 63, Series 65
Baltimore, MD
RBC Capital Markets
Jarrett Gounaris is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at City National Bank, Bank of America, and Merrill. 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 wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Gary M
Series 63, Series 65
Baltimore, MD
RBC Capital Markets
Gary Marino is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with RBC Capital Markets since 2009 and also works with City National Bank. RBC Wealth Management serves a diverse 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 utilizes a mix of in-house and third-party investment managers and provides clients with options such as tax management and responsible-investing screens.
Daniel B
Series 66
Baltimore, MD
RBC Capital Markets
Daniel Benkoski is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, 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.
Rebecca Y
Series 66
Baltimore, MD
RBC Capital Markets
Rebecca Yates is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2017, following 12 years at Kissinger Financial Services. 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 various wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.
Allison C
Series 66
Baltimore, MD
RBC Capital Markets
Allison Chamberlain is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2017, following a two-year tenure at Morgan Stanley. Prior to her advisory career, she was affiliated with Salisbury University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, 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.
Daniel B
Series 66
Baltimore, MD
RBC Capital Markets
Daniel Bachmann is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. Bachmann is based in Baltimore, MD. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors and institutional clients. The firm offers multiple advisory programs with tailored investment strategies and access to both in-house and third-party managers.
Beau V
Series 66, Series 63
Baltimore, MD
RBC Capital Markets
Beau Volley is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Securities for 22 years. Outside of his advisory role, he owns a private company and manages rental property 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 a range of advisory programs with customizable investment strategies supported by both in-house and third-party managers.
Rachel C
Series 66
Baltimore, MD
RBC Capital Markets
Rachel Corregan is a financial advisor with RBC Capital Markets in Baltimore, MD, holding a Series 66 designation and 12 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for nine years before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs, providing discretionary and non-discretionary portfolio management and financial planning tailored to each client’s Advisory Risk Profile.
William G
Series 63, Series 65
Baltimore, MD
RBC Capital Markets
William Glassman is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. Glassman serves on the Board of Directors and is Development Committee Chairman for The First Tee of Baltimore, is a member of the Columbia University Medical Center Cancer Advisory Council, and serves on the advisory board for the Ed Reed Foundation. He also leads a rock band called BRS Productions LLC. 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 wrap fee advisory programs with tailored investment strategies that utilize both in-house and third-party managers, and features integrated capital-markets and lending capabilities.
James S
Series 63, Series 65
Baltimore, MD
RBC Capital Markets
James Stafford is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailored to each client’s risk profile and utilizing a combination of in-house and third-party investment managers.
Charles W
Series 63, Series 65
Baltimore, MD
RBC Capital Markets
Charles Williams Glaser is a financial advisor with RBC Capital Markets in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. for a combined total of over a decade. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, and a range of advisory programs. The firm integrates multiple investment managers and provides various options including tax management and responsible investing screens.
Nathan G
Series 66
Baltimore, MD
RBC Capital Markets
Nathan Gounaris is a financial advisor with RBC Capital Markets in Baltimore, MD, holding a Series 66 designation and one year of industry experience. His prior roles include positions at City National Bank and RBC Wealth Management. Outside of finance, he has worked with Elon University and Woodholme Country Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers.
Denise F
Series 66
Baltimore, MD
RBC Capital Markets
Denise Fiamingo is a Series 66 licensed financial advisor with 24 years of industry experience. She has worked at RBC Capital Markets since 2020 and previously at Merrill from 2013 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 featuring tailored investment strategies, discretionary and non-discretionary portfolio management, and integrated financial planning and brokerage services.
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