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Gary C
Series 66
Chevy Chase, MD
RBC Capital Markets
Gary Carson Jr. is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding a Series 66 designation and having eight years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked at Capital One. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, employing tailored strategies via a mix of in-house and third-party investment managers.
John G
Series 63, Series 65
Chevy Chase, MD
RBC Capital Markets
John Gerold is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he actively runs a lacrosse program called LAX4LIFE and serves as a committee member advising the business school at Old Dominion University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Christine P
Series 66
Chevy Chase, MD
RBC Capital Markets
Christine Pisano is a financial advisor at RBC Capital Markets with four years of industry experience. She holds a Series 66 designation and has previously worked at CEP Consulting LLC and The Carlyle Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.
Katherine C
Series 63, Series 65
Chevy Chase, MD
RBC Capital Markets
Katherine Clark is a financial advisor at RBC Capital Markets with 48 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at City National Bank. Clark has served on the boards of The Excel Institute, a training program for underprivileged young adults, and the National Park Trust, a nonprofit focused on land acquisitions near U.S. national parks and children’s educational programs. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning through a variety of advisory programs, leveraging both in-house and third-party investment managers.
Sally K
Series 63, Series 65
Chevy Chase, MD
RBC Capital Markets
Sally Kirkpatrick is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Kirkpatrick served on the Board of Directors of the Boys & Girls Club of Greater Metropolitan Washington from 2006 to 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and integrates both in-house and third-party investment resources.
Renee F
Series 66
Chevy Chase, MD
RBC Capital Markets
Renee Floro is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2008. 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 personalized portfolio management and integrates in-house and third-party investment managers to tailor strategies according to client risk profiles.
Stephanie H
Series 66
Chevy Chase, MD
RBC Capital Markets
Stephanie Hernandez is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. She has been with RBC Capital Markets since 2019 and previously worked at Bank of America/Merrill Lynch from 2013 to 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with a variety of portfolio management and financial planning services, utilizing both in-house and third-party investment managers to tailor strategies based on each client’s Advisory Risk Profile.
Kristin P
Series 66
Chevy Chase, MD
RBC Capital Markets
Kristin Pfeiffer is a financial advisor with RBC Capital Markets, holding a Series 66 designation and six years of industry experience. She previously worked at Morgan Stanley from 2015 to 2019 before joining RBC Capital Markets in 2019. Outside of her advisory role, she serves on the boards of several nonprofits, including the Duke DC Women's Forum and Wonders Early Learning + Extended Day, and participates as a donor in the women's grant-making organization Many Hands, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, as well as integrated lending and cash-sweep services.
Theodore B
Series 63, Series 65
Chevy Chase, MD
RBC Capital Markets
Theodore Blanchard is a financial advisor with RBC Capital Markets in Chevy Chase, MD. He holds the Series 63 and Series 65 designations and has 21 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers several wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to each client’s risk profile.
Matthew M
Series 63, Series 66
Chevy Chase, MD
RBC Capital Markets
Matthew Miller is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with RBC Capital Markets since 2015. 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 tailored to clients’ risk profiles and employs both in-house and third-party investment managers to implement portfolio strategies.
Julia W
Series 66
Chevy Chase, MD
RBC Capital Markets
Julia Watt is a financial advisor at RBC Capital Markets with two years of industry experience. She holds the Series 66 designation and has worked at firms including Robert W. Baird and The Hall CP. Prior to her finance career, she was employed in education at Hereford Middle/High School. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Vittorio A
Series 66
Chevy Chase, MD
RBC Capital Markets
Vittorio Altavas is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets 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 charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting both discretionary and non-discretionary portfolio management.
Melanie F
Series 63, Series 66
Chevy Chase, MD
RBC Capital Markets
Melanie Folstad is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at RBC Capital Markets since 2014 and City National Bank since 2016. Folstad serves on the boards of the Bethesda Chevy Chase Chamber of Commerce and the Greater Washington Community Foundation, and she is involved with several local nonprofit and educational organizations. 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 tailored investment strategies with a range of advisory programs and combines its capital-markets capabilities with multiple investment managers and responsible-investing options.
John O
Series 66
Chevy Chase, MD
RBC Capital Markets
John O'Donnell is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at The Strategy Group and the Democratic Senatorial Campaign Committee. Outside of his advisory role, he teaches yoga classes at a studio in Washington, DC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a mix of in-house and third-party investment managers.
Mindy H
Series 63, Series 65
Chevy Chase, MD
RBC Capital Markets
Mindy Hendawi is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2012. 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 and portfolio management services tailored to clients' risk profiles, utilizing a mix of in-house and third-party investment managers.
Warren B
Series 63, Series 66
Chevy Chase, MD
RBC Capital Markets
Warren Bischoff is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. He serves on the boards of two youth-focused charities, Super Leaders and the Cal Ripken Sr. Foundation, where he participates in fundraising efforts. 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 tailors investment strategies through a combination of in-house and third-party managers, providing services such as portfolio management, financial planning, and custody.
Campbell W
Series 66
Chevy Chase, MD
RBC Capital Markets
Campbell Wright is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding a Series 66 designation and 18 years of industry experience. He has worked at RBC Capital Markets since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.
Joanne Y
Series 66
Chevy Chase, MD
RBC Capital Markets
Joanne Yecies is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. She previously worked at Cambridge Associates, LLC for six years before joining RBC Capital Markets in 2020. Outside of her advisory role, Joanne serves as a committee member on the Alumnae Board of Holton-Arms School, an independent college preparatory school. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and implements tailored investment strategies through both in-house and third-party managers.
Kevin T
Series 66
Chevy Chase, MD
RBC Capital Markets
Kevin Treacy is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding a Series 66 designation and seven years of industry experience. He previously worked at Minnesota Life Insurance Company, Virginia Asset Management, and Securian Financial Services. Outside of his advisory role, Treacy is involved as a fixed insurance agent. 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 both in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management resources.
William F
Series 66
Chevy Chase, MD
RBC Capital Markets
William Fort is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2009. Fort serves on the board of the Mario St. George Foundation, which focuses on empowering youth through academics and athletics. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored portfolio management and advisory programs through a variety of in-house and third-party investment managers.
Daniel S
Series 66
Chevy Chase, MD
RBC Capital Markets
Daniel Slacter is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 17 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as an officer providing general oversight for a nonprofit shared nanny service. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, pension, corporate, and charitable clients with a variety of advisory programs. The firm offers portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers and providing customizable strategies according to clients’ risk profiles.
Ann E
Series 63, Series 65
Chevy Chase, MD
RBC Capital Markets
Ann Etergino is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has worked at RBC Capital Markets since 2008 and also serves at City National Bank since 2017. Outside of her advisory role, she is involved with several nonprofit organizations, including serving on the boards of Collegiate Directions, Women for Women, and Martha’s Table, as well as participating on the investment committee for National Cathedral School. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and investment services to individual and institutional clients, using a combination of in-house and third-party investment managers, with tailored strategies based on each client’s advisory risk profile.
Taylor S
CFP®, Series 66
Chevy Chase, MD
RBC Capital Markets
Taylor Stewart is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds CFP® and Series 66 designations and has worked previously at Bank of America and Merrill. Outside of his advisory role, Stewart serves as a committee member and co-chair for his high school reunion at Sidwell Friends School. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients, offering a variety of wrap fee advisory programs with discretionary and non-discretionary portfolio management. The firm implements tailored strategies using a combination of in-house and third-party managers and offers integrated capital markets and lending capabilities.
James P
Series 63, Series 65
Chevy Chase, MD
RBC Capital Markets
James Paragamian is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Paragamian serves as a committee member at St. Albans School, where he participates in votes on investments for the school's endowment and short-term funds. 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 various advisory programs that provide portfolio management, financial planning, brokerage, and custody services, tailoring strategies to each client’s risk profile and utilizing a range of investment managers and program features.
Lubna Q
Series 66
Chevy Chase, MD
RBC Capital Markets
Lubna Qureshi is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and has been with RBC Wealth Management since 2016. Outside of her advisory role, she sells second-hand clothing on social commerce platforms including Poshmark and Depop. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Mrunal P
Series 66
Chevy Chase, MD
RBC Capital Markets
Mrunal Patel is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the Series 66 designation and has been with RBC since 2012. Outside of his advisory role, Mrunal serves as the treasurer for the Windy Pines Place Homeowners Association. 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 with tailored portfolio management strategies implemented through a combination of in-house and third-party managers.
Steven R
CFP®, Series 63, Series 65
Chevy Chase, MD
RBC Capital Markets
Steven Ross is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding CFP®, Series 63, and Series 65 credentials and bringing 44 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.
Sophia H
Series 66
Chevy Chase, MD
RBC Capital Markets
Sophia Hurrell is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and has previously worked at Canaan Investment Management and Morgan Stanley. 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 with customized portfolio management and integrated financial services.
Maliha B
Series 66
Chevy Chase, MD
RBC Capital Markets
Maliha Bukhari is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Burness, Radian, and Sandy Spring Bank. 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 that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Aidan C
Series 66
Chevy Chase, MD
RBC Capital Markets
Aidan Carter is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, he held positions with Pro Football Focus, Legendary Sports Group, and has an academic background with Ithaca College and Severn School. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment resources along with specialized services like tax management and responsible investing.
Candace H
Series 66
Chevy Chase, MD
RBC Capital Markets
Candace Hedgepeth Kim is a Series 66 registered financial advisor with 18 years of industry experience. She is currently with RBC Capital Markets, where she has worked since 2019, with prior roles at Morgan Stanley and Raymond James and Associates. Outside of finance, she is a certified equine massage therapist and owns an equine massage therapy business. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies, and access to in-house and third-party investment managers.
John O
Series 63, Series 66
Chevy Chase, MD
RBC Capital Markets
John Oliverio is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley, TD Ameritrade, and Commerce Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm provides a range of advisory programs with tailored strategies implemented through in-house and third-party investment managers, alongside various portfolio management and financial planning services.
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