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Robin J

Series 66

Florham Park, NJ

RBC Capital Markets

Robin Johnson is a financial advisor at RBC Capital Markets with 18 years of industry experience. He has worked at City National Bank and Wells Fargo Clearing prior to his current roles. He holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles and employs both in-house and third-party investment managers to implement portfolios.

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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Allen W

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Allen Wilson is a financial advisor at RBC Capital Markets with 32 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of 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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John D

Series 66

Florham Park, NJ

RBC Capital Markets

John Dipaolo is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. 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 range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ 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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Matthew K

Series 66

Florham Park, NJ

RBC Capital Markets

Matthew Kronenberg is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. His work history includes roles at City National Bank and Mandelbaum & Mandelbaum. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ 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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Jeffrey L

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Jeffrey Laster is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at RBC Capital Markets since 2014 and previously at City National Bank from 2017 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension 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 and investment preferences.

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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Andrew T

Series 63, Series 66

Florham Park, NJ

RBC Capital Markets

Andrew Turner is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2021 and at City National Bank beginning in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory 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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Jerry A

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Jerry Azzollini is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining RBC in 2024, he worked six years at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. from 2018 to 2024, along with earlier roles at JPP INC., EDR Trust, and J and P Paint Contractors. RBC Wealth Management serves a wide range of clients, including individual investors, institutional clients, and charitable organizations, offering tailored investment strategies through various wrap fee advisory programs. The firm combines in-house and third-party investment management with integrated capital markets capabilities and a range of portfolio administration options.

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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John A

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

John Acosta is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked at RBC Capital Markets since 2013 and is currently affiliated with City National Bank. Outside of his advisory role, Acosta serves as an on-ice official consultant for USA Hockey and is the owner and active blogger of a travel blog called Jack-N-Jill Adventures. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with customizable investment strategies implemented through internal and third-party managers, alongside features such as tax management, responsible-investing options, and integrated financial 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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Aaron F

Series 66

Florham Park, NJ

RBC Capital Markets

Aaron Freedman is a Series 66-licensed financial advisor with 16 years of industry experience. He currently works at RBC Capital Markets and previously spent eight years at Janney Montgomery Scott. Outside of his advisory role, he assists with management tasks for rental properties owned with his spouse. 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 wrap fee advisory programs and tailors investment strategies to clients’ risk profiles, utilizing both 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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Joshua L

Series 63, Series 66

Florham Park, NJ

RBC Capital Markets

Joshua Leon is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Prudential Investment Management Services, PGIM Investments, Bank of America, Merrill, and Wells Fargo. 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 strategies implemented through in-house and third-party managers, supported by RBC’s capital markets capabilities.

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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Sarah F

Series 63, Series 66

Florham Park, NJ

RBC Capital Markets

Sarah Fisher is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at JP Morgan Chase, J.P. Morgan Securities, First Republic Securities Company, and Tradeweb Direct. Her background also includes a period of employment at the U.S. House of Representatives and time at The George Washington University. 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 that provide both discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and incorporating a mix of 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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Jeffrey F

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Jeffrey Fischman is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on client risk profiles, utilizing a mix of in-house and third-party investment managers and providing a range of 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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Carmen C

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Carmen Cappadona is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank since 2020. He 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 with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a combination of 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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Charles M

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Charles Meizoso Jr. is a financial advisor with RBC Capital Markets based in Florham Park, NJ, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2016. Outside of his advisory work, he serves as a committee member on the Starlight Ball Committee at the Mayo Performing Arts Center in Morristown, NJ. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

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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Frank T

CFP®, Series 63

Florham Park, NJ

RBC Capital Markets

Frank Taylor is a CFP®-designated financial advisor with 38 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved in two family-held businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment resources.

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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Ronald M

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Ronald Maxman is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he is an owner of Santa Monica Brew Works, a brewery in Santa Monica, CA. 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 variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles through a combination of 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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James T

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

James Turner is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for nine years. 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 advisory programs that include discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to clients’ Advisory Risk Profiles through a combination of 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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Pamela B

Series 66

Florham Park, NJ

RBC Capital Markets

Pamela Both is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Inc. for nine years before joining RBC in 2021. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

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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Herbert R

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Herbert Rottenberg is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining RBC in 2026. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ 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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Dalia B

Series 66

Florham Park, NJ

RBC Capital Markets

Dalia Bubbico is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing a mix of 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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