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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 licenses and has previously worked at Janney Montgomery Scott LLC and Wells Fargo Clearing. Outside of his advisory role, he is a silent partner in a private company called The Back Nine Golf. 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 various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles, 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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Sheala S

Series 63, Series 65

Franklin, TN

RBC Capital Markets

Sheala Smith is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at notable firms including Janney Montgomery Scott, Wells Fargo Clearing, UBS Financial Services, and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to both in-house and third-party managers, alongside a range of 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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James S

Series 63, Series 65

Franklin, TN

RBC Capital Markets

James Stephens Jr. is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Morgan Stanley DW Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors, offering various advisory programs with tailored portfolio management and financial planning services. The firm utilizes both in-house and third-party investment managers and provides integrated capital markets and alternative investment solutions.

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 in Franklin, TN, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Wells Fargo Clearing, Truist Investment Services, Fifth Third Securities, Morgan Keegan & Company, and Union Planters Investment Advisors. 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 with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC Capital Markets’ broader capital markets and affiliated asset management 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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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 and holds a Series 63 designation. His prior work includes roles at Janney Montgomery Scott, Wells Fargo Clearing, and City National Bank. He serves on the board of the Joshua Chamberlain Society, a nonprofit organization that assists military veteran families in Nashville. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, with tailored strategies implemented 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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