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Hallie B

Series 63, Series 66

Boca Raton, FL

RBC Capital Markets

Hallie Brenis is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. RBC Wealth Management 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 implemented through both in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

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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Anne W

Series 63

Boca Raton, FL

RBC Capital Markets

Anne Walsh is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 13 years before joining RBC in 2022. Outside of her advisory role, Walsh is an officer in a private landscape architecture business that she co-owns with her husband, where she assists with billing and administrative tasks. 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 multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by comprehensive portfolio 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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Eric D

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

Eric Dion is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and various entities by offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients' risk profiles and implements portfolios using a mix of in-house and third-party managers, with options for tax management and responsible investing.

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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Dominic P

Series 66

Boca Raton, FL

RBC Capital Markets

Dominic Polimeni is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. Prior to joining RBC in 2022, he worked at Morgan Stanley and has held roles outside of finance, including positions at Compson Homes and Saint John Paul II Academy. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services. The firm implements tailored strategies through a combination of in-house and third-party investment managers, supported by RBC’s capital-markets capabilities and affiliated asset 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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Joseph H

Series 66

Boca Raton, FL

RBC Capital Markets

Joseph Hage is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Trust Advisory Services, Inc. and BB&T Securities. 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 and tailors investment strategies to client risk profiles through a combination of 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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Michael W

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

Michael Weissman is a financial advisor with RBC Capital Markets in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience. Before joining RBC Capital Markets in 2024, he worked at Wells Fargo Securities and Wells Fargo Advisors, and also has experience in academic roles at the University of Florida. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment resources tailored to clients’ 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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William H

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

William Hoelzel IV is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with RBC Capital Markets since 2013. 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 combining discretionary and non-discretionary portfolio management with financial planning, tailored to clients' risk profiles and implemented through a mix 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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Michael K

Series 63

Boca Raton, FL

RBC Capital Markets

Michael Kravitz is a financial advisor with RBC Capital Markets and holds a Series 63 designation. He has 35 years of industry experience, including roles at Truist Advisory Services and BB&T Securities. Outside of his advisory work, he is the managing member of Kravitz Enterprises LLC, a private investment account. 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 portfolio management, financial planning, and a broad selection of investment options.

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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David L

Series 66

Boca Raton, FL

RBC Capital Markets

David Luciano is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 designation and has prior work history at Morgan Stanley and Wells Fargo Clearing. 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 variety of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to clients’ 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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Troy W

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

Troy Wheat is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, he is a check signer for Gringle Doherty and Wheat, a commercial real estate firm, when another principal is unavailable. RBC Wealth Management serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both 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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Douglas L

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

Douglas Labossiere is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at UBS Financial Services and City National Bank. He serves as treasurer on the board of the Sheridan Kalorama Neighborhood Council, a historic neighborhood preservation nonprofit. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, leveraging in-house and third-party managers alongside integrated capital markets and lending capabilities.

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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Harris T

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

Harris Tuchman is a financial advisor with RBC Capital Markets in Boca Raton, FL. He holds Series 63 and Series 65 credentials and has 14 years of industry experience, including eight years at Oppenheimer prior to joining RBC in 2023. RBC Wealth Management serves a wide range of clients, including individual investors, institutional clients, and charitable organizations, offering customized portfolio management and financial planning services through various advisory programs. The firm integrates in-house and third-party investment managers and offers features such as tax management and responsible-investing options.

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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Gary W

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

Gary Weissman is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at City National Bank and RBC Capital Markets since 2018, and held prior roles with Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, implementing tailored strategies through a range 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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Jeffrey N

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

Jeffrey Nova is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2017. Outside of his advisory role, he is a co-owner of RBMG MFG, a manufacturing business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both 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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Christine H

Series 63, Series 66

Boca Raton, FL

RBC Capital Markets

Christine Henry is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has previously worked at Ameriprise Financial Services and Stifel Nicolaus & Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations, offering a variety of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles, supported by RBC's extensive capital-markets capabilities.

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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Anthony P

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

Anthony Polimeni is a financial advisor at RBC Capital Markets based in Boca Raton, FL, with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and City National Bank. Outside of his advisory role, he serves on the finance committee of Saint John Paul II Academy, assisting with the school's annual budget. 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 a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, 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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Michael Z

Series 66

Boca Raton, FL

RBC Capital Markets

Michael Zeman is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at City National Bank, Truist Investment Services, and BB&T. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

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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Gerard H

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

Gerard Heymann is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. His other business activities include managing personal estate planning entities. 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 and tailors investment strategies using both in-house and third-party managers, supported by its extensive capital markets capabilities.

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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Jonathan G

Series 63

Boca Raton, FL

RBC Capital Markets

Jonathan Gomez is a financial advisor with RBC Capital Markets, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles. The firm combines in-house and third-party investment managers and offers integrated capital markets and lending capabilities.

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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Kathleen K

Series 63

Boca Raton, FL

RBC Capital Markets

Kathleen Keleher is a financial advisor at RBC Capital Markets with 39 years of industry experience. She has worked at RBC Capital Markets since 2022, with prior roles at Truist Advisory Services, TRUIST Investment Services, Inc., and BB&T Securities. Outside of her advisory work, she writes freelance articles on topics including travel, local events, food, dining, and sports for various websites. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a variety of investment managers and options for customized portfolio management.

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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Adam R

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

Adam Rothstein is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank, Truist Advisory Services, and BB&T Securities. Outside of his advisory role, he acts as a travel advisor with Fora Travel, providing research and planning for family trips. 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 that combine in-house and third-party managers, providing tailored 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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Nuri B

Series 66

Boca Raton, FL

RBC Capital Markets

Nuri Benturk is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets, LLC since 2014. 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.

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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Jerred D

Series 63, Series 66

Boca Raton, FL

RBC Capital Markets

Jerred Duncan is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and City National Bank. 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 various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside a 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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Jonathan S

Series 63, Series 66

Boca Raton, FL

RBC Capital Markets

Jonathan Stempel is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at City National Bank, Bank of America, and Merrill Lynch. 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 customizable portfolio management and financial planning services, utilizing both 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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Anthony M

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

Anthony Mazzo is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at City National Bank, Truist Advisory Services, and BB&T Securities. Outside of advising, Mazzo serves on the board of a marina association and is involved in a family-owned inflatable boat manufacturing business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored 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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Stephen D

Series 63, Series 66

Boca Raton, FL

RBC Capital Markets

Stephen Di Carlo is a financial advisor with RBC Capital Markets in Boca Raton, FL. He holds Series 63 and Series 66 designations and has 41 years of industry experience. His prior roles include positions at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

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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Justin H

Series 63, Series 65

Boca Raton, FL

RBC Capital Markets

Justin Hanlon is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith, Inc. He is based in Boca Raton, FL. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing both 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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Alfredo R

Series 63, Series 66

Boca Raton, FL

RBC Capital Markets

Alfredo Rosas is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist Advisory Services, BB&T Securities, Morgan Stanley, and J.P. Morgan Securities. 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 various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides both discretionary and non-discretionary portfolio management alongside financial planning and brokerage 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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Virginia M

Series 66

Boca Raton, FL

RBC Capital Markets

Virginia Morettin is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for nine years before joining RBC 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 with customized portfolio management, financial planning, and brokerage services, utilizing both 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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Daniel V

Series 66

Boca Raton, FL

RBC Capital Markets

Daniel Vardag is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Oppenheimer from 2015 to 2023. Outside of his advisory role, he works as a tennis instructor on a part-time basis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies that utilize both in-house and third-party managers, alongside options for tax management and responsible investing.

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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Lauren B

Series 63, Series 66

Boca Raton, FL

RBC Capital Markets

Lauren Bellini is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 66 licenses. She has 16 years of industry experience, including a decade at UBS Financial Services and more recent roles at City National Bank and RBC Capital Markets. RBC Wealth Management serves a diverse client base, including individual investors, institutions, 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, providing both discretionary and non-discretionary 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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Brian A

CFP®, Series 66

Boca Raton, FL

RBC Capital Markets

Brian Amster is a CFP® professional with 23 years of industry experience, currently serving with RBC Capital Markets. His career includes roles at Truist Advisory Services and BB&T Securities. Outside of his advisory work, he owns Feeling Good Billy Ray LLC, a boating-related business based in Boca Raton, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage 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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Jeanne S

Series 63

Boca Raton, FL

RBC Capital Markets

Jeanne Stanley is a financial advisor with RBC Capital Markets in Boca Raton, Florida, holding a Series 63 designation and 26 years of industry experience. She worked at UBS Financial Services Inc. for 19 years before joining RBC Capital Markets in 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations with a range of advisory programs. The firm customizes investment strategies based on clients' risk profiles and offers various 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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Ross F

Series 66

Boca Raton, FL

RBC Capital Markets

Ross Feigen is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2008. Outside of his advisory role, he has a passive involvement in music projects, including releasing albums on platforms such as Amazon, Spotify, and iTunes. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both 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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