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Daniela S
Series 66
Edmonds, WA
RBC Capital Markets
Daniela Swesey is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation. Prior to joining RBC Capital Markets, her work history includes roles at ByteDance, Zulily, Car Toys, Eddie Bauer, and Dell. 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 wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Ken K
Series 63, Series 65
Edmonds, WA
RBC Capital Markets
Ken Kilmer is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RBC Capital Markets since 2008. 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 and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers, supported by RBC’s broad capital markets capabilities.
Ashley B
Series 66
Edmonds, WA
RBC Capital Markets
Ashley Baerwaldt is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. She has worked at City National Bank and RBC Capital Markets, and previously held roles in educational and nonprofit organizations. Ashley serves as a committee member of The Junior League of Seattle and is on the board of directors for the West Seattle Food Bank. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning, leveraging both in-house and third-party investment resources.
Patrick S
Series 63, Series 65, Series 66
Edmonds, WA
RBC Capital Markets
Patrick Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with RBC Capital Markets and its predecessor since 2008. Outside of his advisory role, he serves as a committee member at Marysville Foursquare Church, assisting with budgeting and cash flow management. RBC Wealth Management, a division of RBC Capital Markets, serves a broad 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 investment managers.
Kelvin H
Series 63, Series 65, Series 66
Edmonds, WA
RBC Capital Markets
Kelvin Herbruger is a financial advisor at RBC Capital Markets with credentials including Series 63, 65, and 66 licenses and three years of industry experience. His prior work experience includes roles at Boston Consulting Group and D.A. Davidson & Co. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment programs with discretionary and non-discretionary portfolio management.
Maeve M
Series 66
Edmonds, WA
RBC Capital Markets
Maeve Murdoch is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Hays, Core Power Yoga, and the Spanish Ministry of Education, Culture, and Sport. 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 variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Paul S
Series 66
Edmonds, WA
RBC Capital Markets
Paul Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA. He holds a Series 66 designation and has 10 years of industry experience, including 12 years with RBC Capital Markets. He serves on the boards of several nonprofit organizations, including The Pursuit NW, Washington Policy Center, and Russell Johnson Ministries. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.
Natalie B
Series 66
Edmonds, WA
RBC Capital Markets
Natalie Bova is a financial advisor with RBC Capital Markets in Edmonds, WA, holding a Series 66 designation and six years of industry experience. She previously worked at D.A. Davidson & Co. and has a background that includes roles at the University of Washington and Desert Sun. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized portfolio management and financial planning solutions. The firm integrates in-house and third-party investment management with options for tax management and responsible investing.
Kristian O
Series 63, Series 65
Edmonds, WA
RBC Capital Markets
Kristian Olsen is a financial advisor with RBC Capital Markets based in Edmonds, WA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside integrated capital markets and lending capabilities.
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