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Mark L
Series 63, Series 65
Erie, PA
RBC Capital Markets
Mark Lucas is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of his advisory work, he owns a racehorse at Presque Isle Downs. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with strategies tailored to each client’s risk profile.
George D
Series 63, Series 66
Erie, PA
RBC Capital Markets
George Dusckas Jr. is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 66 licenses, and has 43 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, Dusckas serves on several nonprofit boards, including Asbury Woods Partnership, United Way of Erie County, Erie Club, and Crime Victims of Erie County, focusing on environmental education, social services, and victim advocacy. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing both in-house and third-party managers, and provides integrated wealth management, financial planning, and brokerage services.
Michael K
Series 63, Series 66
Erie, PA
RBC Capital Markets
Michael Keim is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2022. Outside of his advisory role, Keim serves as head golf coach at Cathedral Preparatory School and participates as a committee member helping manage finances for the Mercy Center for Women. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers comprehensive advisory programs with customized portfolio management, financial planning, and integrated investment options tailored to clients' risk profiles.
J P
Series 63, Series 65
Erie, PA
RBC Capital Markets
J Pepper is a financial advisor at RBC Capital Markets with Series 63 and Series 65 designations and 47 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, Pepper serves as a commissioner and board member for several nonprofit and historical organizations in Pennsylvania, including the Pennsylvania Historical and Museum Commission and the Flagship Niagara League. 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 with a range of advisory programs and integrates both in-house and third-party managers to implement client portfolios.
Nancy S
Series 63, Series 66
Erie, PA
RBC Capital Markets
Nancy Sparks is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. 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 range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.
Ana S
Series 63, Series 66
Erie, PA
RBC Capital Markets
Ana Swedberg is a financial advisor at RBC Capital Markets with 22 years of industry experience. She has been with RBC Capital Markets since 2011 and holds Series 63 and Series 66 credentials. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with portfolio strategies tailored to each client’s risk profile.
Charles C
Series 63, Series 65
Erie, PA
RBC Capital Markets
Charles Caryl is a financial advisor with RBC Capital Markets in Erie, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the Jefferson Education Society, an adult education and think tank organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
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