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Aaron G

CFP®, Series 66

Easton, MD

RBC Capital Markets

Aaron Gabrielian is a CFP® professional with 17 years of industry experience, currently serving at RBC Capital Markets since 2015. Prior to that, he worked at MFP Strategies and Morgan Stanley. He holds board positions with several local organizations, including the Mid-Shore Community Foundation and University of Maryland Shore Regional Health, where he chairs the Finance Committee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client profiles using a combination of in-house and third-party managers and offers access to alternative investments alongside integrated lending and cash management solutions.

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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Jennifer E

Series 66

Easton, MD

RBC Capital Markets

Jennifer Edgell is a financial advisor with RBC Capital Markets in Easton, MD, holding a Series 66 designation and 20 years of industry experience. She has worked at RBC Capital Markets since 2015 and previously spent seven years at City National Bank. Edgell serves as a committee member for The Salvation Army in Cambridge, MD, participating in monthly meetings to support the organization’s impact. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs tailored to client risk profiles, utilizing a combination of in-house and third-party investment managers with options that include tax management and responsible investing screens.

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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Kevin F

Series 66

Easton, MD

RBC Capital Markets

Kevin Flaherty is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Folger Nolan Fleming Douglas Inc. and PNC Investments. Outside of his advisory work, he has created content for a YouTube channel, which has been inactive since 2022. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering tailored portfolio management and financial planning services through various advisory programs.

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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Emma E

Series 63, Series 66

Easton, MD

RBC Capital Markets

Emma Elmes is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at RBC Capital Markets since 2015, including a two-year period at Raymond James & Associates. 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 a range of advisory programs with tailored investment strategies implemented 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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David M

CFP®, Series 63, Series 65

Easton, MD

RBC Capital Markets

David Miller is a CFP®-designated financial advisor with 37 years of industry experience, currently with RBC Capital Markets and City National Bank. He previously worked at UBS Financial Services for nine years. Outside of his advisory role, Miller is active as a musician and serves on the board of Archbishop Curley High School in Baltimore. 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 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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Alex F

Series 66

Easton, MD

RBC Capital Markets

Alex Fritzsche is a financial advisor with RBC Capital Markets in Easton, MD, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at RBC Capital Markets since 2015 and previously at City National Bank from 2018 to 2025. 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 with tailored strategies implemented through a mix of in-house and third-party managers, featuring 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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Brooke G

Series 66

Easton, MD

RBC Capital Markets

Brooke Grimes is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked previously at City National Bank, UBS Financial Services, and M&T Bank. Outside of her advisory role, she owns Nice Cans Jewelry, where she creates and sells handmade earrings. 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 investment strategies and integrates both in-house and third-party investment managers to meet client needs.

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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Allyson A

Series 66

Easton, MD

RBC Capital Markets

Allyson Adkins is a financial advisor at RBC Capital Markets with four years of industry experience. She holds a Series 66 designation and has worked previously at Folger Nolan Fleming Douglas Inc., the US Department of Agriculture, and Atlantic Financial Group. 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 tailored investment strategies implemented through a combination of in-house and third-party managers, along with integrated 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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William F

Series 63, Series 65

Easton, MD

RBC Capital Markets

William Fryer is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Folger Nolan Fleming Douglas Inc. and PNC Investments prior to joining RBC. 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 a variety of advisory programs that provide 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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