William James II is a financial advisor at RBC Capital Markets with 33 years of industry experience. He has held roles at UBS Financial Services, Merrill, and Legg Mason Wood Walker, Incorporated. Outside of advising, he owns and operates a small arms instruction business and manages an agricultural sole proprietorship focused on beekeeping and tree cultivation. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers tailored investment strategies with a range of advisory programs and portfolio management options supported by a broad capital-markets platform.

Molly Montgomery is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 11 years before joining RBC in 2023. 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 that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Patrick Ford is a CFP® with 38 years of experience in the financial industry. He currently works at RBC Capital Markets and has held prior roles at City National Bank, UBS Financial Services, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.