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Bradley H

Series 63, Series 65

Fort Lauderdale, FL

RBC Capital Markets

Bradley Haring is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with both RBC Capital Markets and City National Bank since 2016. Outside of his advisory role, he is involved in estate planning through an active ownership role in Tarpon River LLC. 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, utilizing both 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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Tracey B

Series 63

Fort Lauderdale, FL

RBC Capital Markets

Tracey Buonarota is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 38 years of industry experience. She has been with RBC Capital Markets since 2014. 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 investment strategies implemented through a combination of in-house and third-party managers, providing both 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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William H

Series 63

Fort Lauderdale, FL

RBC Capital Markets

William Haring is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 63 designation and 42 years of industry experience. He has been with RBC Capital Markets and City National Bank since 2016. Outside of his advisory role, he is an active owner and lessor of a vacation condominium in Jensen Beach, FL. 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 both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing 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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Nathalie P

Series 66

Fort Lauderdale, FL

RBC Capital Markets

Nathalie Paquin is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. She has been with RBC Capital Markets since 2018 and previously worked at RBC Private Banking from 2005 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and portfolio management 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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Scott R

CFP®, Series 65, Series 66

Fort Lauderdale, FL

RBC Capital Markets

Scott Ramo is a financial advisor with RBC Capital Markets and holds the CFP® designation along with Series 65 and Series 66 licenses. He has 27 years of industry experience, including roles at City National Bank since 2017 and RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing 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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Kenneth P

Series 66

Fort Lauderdale, FL

RBC Capital Markets

Kenneth Peterson is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 credential and with 25 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Smith Barney prior to joining RBC in 2022. Outside of his advisory role, he manages a coin-operated laundry business. RBC Wealth Management serves a diverse client base including individual investors across wealth levels, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates 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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Valerie R

Series 66

Fort Lauderdale, FL

RBC Capital Markets

Valerie Ramo is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at RBC Capital Markets since 2016 and concurrently at City National Bank since 2020. 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, 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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Todd W

Series 63, Series 66

Fort Lauderdale, FL

RBC Capital Markets

Todd Watson is a financial advisor with RBC Capital Markets in Plantation, FL, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2014 and at City National Bank since 2016. 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 customized 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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Stephanie H

Series 66

Fort Lauderdale, FL

RBC Capital Markets

Stephanie Haderspock is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and six years of industry experience. She previously worked at Intercam Advisors, Inc., Intercam Securities, Wells Fargo, Mediolanum, and IQS. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a diverse range of 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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John D

Series 63, Series 65

Fort Lauderdale, FL

RBC Capital Markets

John Dunn is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and having 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, 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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Albert M

Series 63, Series 65

Fort Lauderdale, FL

RBC Capital Markets

Albert Montague is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 35 years of industry experience. He previously worked at Morgan Stanley in various roles from 2008 to 2022. Montague serves on the board of directors for Camillus House, a nonprofit focused on helping the homeless, and is involved with Folio Fine Wine Partners, providing information on wine and vineyards. RBC Wealth Management serves a broad client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs and portfolio management with a range of in-house and third-party investment 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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James E

Series 63, Series 65

Fort Lauderdale, FL

RBC Capital Markets

James Earl is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2009 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 and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on clients’ risk profiles and manages portfolios through a mix of in-house and third-party managers, providing a range of 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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Willard R

Series 65, Series 66

Fort Lauderdale, FL

RBC Capital Markets

Willard Rumley III is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 65 and Series 66 credentials and having 23 years of industry experience. His prior experience includes roles at Morgan Stanley and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations through tailored advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm’s investment approach includes a mix of in-house and third-party managers with options for tax management and responsible investing.

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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Ellen K

Series 63, Series 65

Fort Lauderdale, FL

RBC Capital Markets

Ellen Krider is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 designations and having 37 years of industry experience. She has worked at RBC Capital Markets since 2009. 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 multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

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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Chester W

Series 66

Fort Lauderdale, FL

RBC Capital Markets

Chester Wilson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. He is based in Fort Lauderdale, FL, and has been affiliated with RBC Capital Markets, LLC since 1983. 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 multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through various 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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Irl S

Series 66

Fort Lauderdale, FL

RBC Capital Markets

Irl Solomon is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015 and at City National Bank since 2017. 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 wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

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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