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John S

Series 66

Buffalo Grove, IL

RBC Capital Markets

John Stevens is a financial advisor with RBC Capital Markets in Buffalo Grove, IL, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Bank of America, N.A., Merrill, and City National Bank. RBC Wealth Management serves a broad client base including individual investors, institutional clients, and charitable organizations, offering advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, 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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David K

Series 63, Series 65

Buffalo Grove, IL

RBC Capital Markets

David Klein is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank since 2020 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through 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 H

Series 63, Series 65

Buffalo Grove, IL

RBC Capital Markets

Anthony Hubick is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with RBC Capital Markets since 2013. 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 multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies 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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Dmitry F

Series 63, Series 65

Buffalo Grove, IL

RBC Capital Markets

Dmitry Farbman is a financial advisor with RBC Capital Markets in Buffalo Grove, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining RBC in 2023, he worked for UBS Financial Services Inc. from 2012 to 2023. Outside of his advisory role, he is the owner of Nala Terra Inc., a company involved in real estate management and property rentals. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable investment strategies that incorporate both in-house and third-party managers, alongside integrated custodial 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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Dana I

Series 63, Series 65

Buffalo Grove, IL

RBC Capital Markets

Dana Irvin is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 designations. 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 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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Camden K

Series 66

Buffalo Grove, IL

RBC Capital Markets

Camden Krautsack is a financial advisor at RBC Capital Markets with one year of industry experience. He previously worked at Northwestern Mutual and EMC Capital Advisors LLC. Outside of finance, he was involved with Little Joey's Pizza & Pasta for four years. 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 provide portfolio management, financial planning, and brokerage services tailored to clients' individual 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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Emily B

Series 66

Buffalo Grove, IL

RBC Capital Markets

Emily Bedford is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill for three years. Before her career in finance, she held positions at Dewey's Pizza and Walt Disney World. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets resources and integrated financial 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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Joshua C

Series 63, Series 65

Buffalo Grove, IL

RBC Capital Markets

Joshua Cohen 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 2013, following prior roles at Raymond James Financial and Raymond James Financial Services. Outside of his advisory role, he serves on the board of Maot Chitim, a charitable organization involved in volunteering and fundraising. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing tailored portfolio management, financial planning, custody, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and offers a range of advisory programs designed to align with 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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Jayson K

CFP®, Series 63, Series 66

Buffalo Grove, IL

RBC Capital Markets

Jayson Kaus is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Kaus serves as a committee member for the Lake Forest Lake Bluff Rotary Club. 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 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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Anila B

Series 66

Buffalo Grove, IL

RBC Capital Markets

Anila Buja is a financial advisor with RBC Capital Markets holding a Series 66 designation and two years of industry experience. She has held roles at RBC Capital Markets since 2023 and has previous experience at Domino Amjet Inc and Lake Forest College, among other positions. 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 with tailored strategies implemented through a mix of in-house and third-party managers, providing comprehensive 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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