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Jason M

Series 63, Series 66

Franklin, TN

RBC Capital Markets

Jason Minor is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 66 designations. His prior firms include Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he is a silent partner in a private company called The Back Nine Golf. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, 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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Sheala S

Series 63, Series 65

Franklin, TN

RBC Capital Markets

Sheala Smith is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and 29 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. 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 discretionary and non-discretionary portfolio management, financial planning, and brokerage services, 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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James S

Series 63, Series 65

Franklin, TN

RBC Capital Markets

James Stephens Jr. is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, 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, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies utilizing both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, 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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Van T

Series 66

Franklin, TN

RBC Capital Markets

Van True is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC. Van is a member of the Robertson County Chamber of Commerce. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of internal and external 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 S

Series 63, Series 65

Franklin, TN

RBC Capital Markets

James Smith is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients' risk profiles and integrates in-house and third-party investment managers, with notable capital-markets capabilities and alternative 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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Benjamin D

Series 66

Franklin, TN

RBC Capital Markets

Benjamin Davis is a financial advisor at RBC Capital Markets with one year of industry experience. He has previously worked at Janney Montgomery Scott LLC, UBS Securities LLC, Maggart and Associates CPAs, and Citizens Tri-County Bank. Davis holds the Series 66 designation. 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 various advisory programs that provide 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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Bradley D

Series 63

Franklin, TN

RBC Capital Markets

Bradley Dickens is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. He serves as a board member of the Joshua Chamberlain Society, a nonprofit supporting military veteran families. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and offers a range of investment and account structures to meet diverse client needs.

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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