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Thomas Q

Series 63, Series 65

Eau Claire, WI

RBC Capital Markets

Thomas Quigley is a financial advisor with RBC Capital Markets in Eau Claire, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory work, Quigley serves on the Board of Directors for St. Ambrose Financial Services Inc. and is a member of the Cleghorn Lions Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix 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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Patrick Q

Series 66

Eau Claire, WI

RBC Capital Markets

Patrick Quigley is a financial advisor at RBC Capital Markets with a Series 66 designation and seven years of industry experience. His work history includes roles at City National Bank and RBC Capital Markets since 2019, as well as prior experience at UnitedHealth Group and Saint John's University. Outside of his advisory career, he has worked as a ride-sharing driver for Lyft, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers to deliver discretionary and non-discretionary portfolio management and financial planning 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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Sara B

Series 66

Eau Claire, WI

RBC Capital Markets

Sara Bach is a financial advisor with RBC Capital Markets in Eau Claire, WI, holding a Series 66 designation and 20 years of industry experience. She has worked at RBC Capital Markets Corporation since 2008. 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 and tailors investment strategies through a combination of in-house and third-party managers, with options for portfolio customization and alternative investments.

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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