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Breanna B
Series 66
Eagle, ID
RBC Capital Markets
Breanna Brandon is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for ten years. Outside of her advisory role, she founded The League of Eleven, a private company focused on her art. 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 customizable portfolio management and integrates both in-house and third-party investment resources.
Jeffrey S
Series 63, Series 65
Eagle, ID
RBC Capital Markets
Jeffrey Souza is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Prior to joining RBC in 2021, he worked at Raymond James Financial Services and Riverside Associates Financial Group. Outside of his advisory work, Souza serves as one of three elected commissioners for the North Ada County Fire & Rescue District in Idaho. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs, tailoring investment strategies through a combination of in-house and third-party managers with options for tax management, rebalancing, and responsible investing.
Scott M
Series 63, Series 65
Eagle, ID
RBC Capital Markets
Scott Murray is a financial advisor with RBC Capital Markets, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He worked at UBS Financial Services for 28 years before joining RBC in 2025. RBC Wealth Management serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by extensive capital-markets and asset management capabilities.
Jacob S
Series 66
Eagle, ID
RBC Capital Markets
Jacob Sestero is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked for over a decade at Bandon Dunes Golf Resort. 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 advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Lisa S
Series 63, Series 66
Eagle, ID
RBC Capital Markets
Lisa Schaffer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and 26 years of industry experience. She has previously worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 variety of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Tel T
CFP®, Series 66
Eagle, ID
RBC Capital Markets
Tel Tipton is a CFP® professional at RBC Capital Markets with seven years of industry experience. He previously worked at Edward Jones for seven years and Wells Fargo Bank for six years. Tipton serves as Executive Director and Treasurer of the Idaho Commission on Hispanic Affairs. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with customized advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and offers features such as tax management and responsible-investing options.
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