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Philip H
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Philip Hammitt is a financial advisor with RBC Capital Markets based in Frisco, TX. He holds Series 63 and Series 65 designations and has 32 years of industry experience. His work history includes roles at City National Bank since 2016 and RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to each client’s risk profile, utilizing a combination of in-house and third-party managers.
Jennifer H
Series 66
Frisco, TX
RBC Capital Markets
Jennifer Hansard is a financial advisor with RBC Capital Markets based in Frisco, TX. She holds a Series 66 designation and has seven years of industry experience. Prior to joining RBC in 2025, she worked at Sanctuary Advisors, Sanctuary Securities, Merrill, and Lee Transervices. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers and employing strategies tailored to each client’s risk profile.
Joyce M
Series 63, Series 66
Frisco, TX
RBC Capital Markets
Joyce Miani is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She previously worked at Morgan Stanley Smith Barney for seven years before joining RBC Capital Markets in 2018. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with customizable portfolio management and financial planning services.
Kendall P
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Kendall Pfutzenreuter is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Bank of America, N.A. from 2011 to 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory and brokerage services to individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies using a combination of in-house and third-party managers, with options for discretionary and non-discretionary management, tax management, and responsible investing.
John T
Series 66
Frisco, TX
RBC Capital Markets
John Terry II is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and previously worked at Reddy Ice and Walmart. His background also includes four years at the University of Arkansas. 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 and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Robert D
Series 66
Frisco, TX
RBC Capital Markets
Robert Dillenback IV is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers and integrated capital markets capabilities.
John T
Series 63, Series 65
Frisco, TX
RBC Capital Markets
John Terry is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes strategies to clients’ risk profiles using a mix of in-house and third-party investment managers.
Sherry M
Series 65, Series 63
Frisco, TX
RBC Capital Markets
Sherry Mitterer is a financial advisor with RBC Capital Markets in Frisco, TX. She holds Series 65 and Series 63 designations and has four years of industry experience, including prior roles at Raymond James & Associates and Cambridge Associates. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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 mix of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management as well as financial planning and brokerage services.
Hannah U
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Hannah Ubanoski is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and two years of industry experience. She has held positions at RBC Wealth Management and Ernst & Young, LLP, among others. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.
Dusty T
Series 66
Frisco, TX
RBC Capital Markets
Dusty Tripp is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets Corporation since 2008, with prior experience at City National Bank. Outside of his advisory work, he serves as a director for Grayson County Municipal Utility District No. 6. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles.
David K
Series 63, Series 66
Frisco, TX
RBC Capital Markets
David Ko is a financial advisor at RBC Capital Markets with 28 years of industry experience. He has been with RBC Capital Markets since 2016 and holds the Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s broad capital markets and affiliated asset management capabilities.
Takaaki M
Series 65, Series 63
Frisco, TX
RBC Capital Markets
Takaaki Morita is a financial advisor at RBC Capital Markets in Frisco, TX, holding Series 65 and Series 63 licenses. He joined the firm in 2026 after a brief tenure at J.P. Morgan Securities and has no prior industry experience. RBC Wealth Management serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through both in-house and third-party investment managers.
Cary T
Series 66
Frisco, TX
RBC Capital Markets
Cary Tucker is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he owns Motherboard Ventures, LLC, a software and services company focused on parenting, and provides consulting support to a medical device business owned by a service-disabled veteran. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.
Parker T
Series 65, Series 63
Frisco, TX
RBC Capital Markets
Parker Thompson is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments. Outside of advisory work, he is a part owner of SWAN LLC, a business involved in real estate investments. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs that incorporate both in-house and third-party investment managers along with various portfolio management and financial planning services.
Terry L
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Terry Lee is a financial advisor at RBC Capital Markets with 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the Board of Directors of Merrell Road Cemetery. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable investment strategies.
Todd P
Series 65, Series 63
Frisco, TX
RBC Capital Markets
Todd Pace is a financial advisor at RBC Capital Markets with 11 years of industry experience. He has previously worked at Raymond James Financial, LPL Financial, and Mutual of Omaha. He holds Series 65 and Series 63 designations. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a range of portfolio management and financial planning services.
Sacha Z
Series 63, Series 66
Frisco, TX
RBC Capital Markets
Sacha Zurawel is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2011. Outside of his advisory role, Zurawel is a managing member and 50% owner of COMO Interests, LLC, a mattress retail business, and serves as a board member of Men of Nehemiah, a nonprofit drug recovery mission. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with a variety of portfolio management and financial planning services.
Greg H
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Greg Hornok is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as the president in name only of the Plano Senior High School Golf Booster Club. 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 various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing a combination of in-house and third-party investment managers.
Robert S
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Robert Smith is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked at Southwest Securities, Inc. for 14 years before joining RBC Capital Markets in 2017. Smith serves as successor trustee for the John C. Crank Trust, administering trust directives without compensation. 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 advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.
Jack P
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Jack Parker Jr. is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 designations. His prior work history includes roles at City National Bank, Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Lydia G
Series 66
Frisco, TX
RBC Capital Markets
Lydia Guo is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining RBC, she was involved with FOH Furniture LLC for three years. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment resources.
Robert F
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Robert Frey is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes positions at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.
Lucas C
Series 66
Frisco, TX
RBC Capital Markets
Lucas Chavez is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Farmer's Insurance, Metlife, and several other firms. Outside of finance, he works as a rideshare driver and bartends at an Afghani restaurant in Dallas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored investment strategies implemented through a mix of internal and external managers.
Nancy F
Series 66
Frisco, TX
RBC Capital Markets
Nancy Foust is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at Merrill from 2014 to 2019 and the Clay Baker Agency Allstate from 2019 to 2021 before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.
Jay L
Series 66
Frisco, TX
RBC Capital Markets
Jay Liberman is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2020. Outside of his advisory role, he serves on the finance committee of the Jewish Federation of Greater Dallas and sits on the board of directors for the JCC Association of North America. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs and portfolio management solutions that incorporate both in-house and third-party managers.
Kibb K
Series 63, Series 66
Frisco, TX
RBC Capital Markets
Kibb King is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has previously worked with Elite Financial Management, Raymond James Financial Services, and LPL Financial. Outside of his advisory work, King is involved in managing rental properties. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through multiple advisory programs. The firm combines in-house and third-party investment managers and includes access to alternative investments and integrated lending services.
Robert S
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Robert Straight is a financial advisor at RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with RBC Capital Markets since 2014 and previously worked at City National Bank. 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 with customizable investment strategies implemented through both in-house and third-party managers.
Cary W
Series 66
Frisco, TX
RBC Capital Markets
Cary Wood is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ameriprise Financial Services, UBS Financial Services, Morgan Stanley, and OSAIC. In addition to his advisory role, Wood serves as a Captain in the Army National Guard. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a tailored investment approach involving both in-house and third-party managers to address client risk profiles.
Jodie M
Series 63, Series 65, Series 66
Frisco, TX
RBC Capital Markets
Jodie Mckevitt is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining RBC Capital Markets in 2020, she worked at Merrill for 10 years. 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 a range of advisory programs and customizes investment strategies based on each client’s risk profile, utilizing both in-house and third-party investment managers.
Robert S
Series 66
Frisco, TX
RBC Capital Markets
Robert Smith is a financial advisor with RBC Capital Markets in Frisco, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining RBC, he worked at City National Bank and has experience in diverse roles including at Royal Oaks Country Club and Whiting-Turner. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.
Holli T
Series 66
Frisco, TX
RBC Capital Markets
Holli Terry is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she is involved in community activities including serving as a judge and choreographer for a dance instruction and contest organization and as a board member of a local high school athletic booster club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored advisory programs that combine in-house and third-party investment management with options for tax management, responsible investing, and alternative assets.
Bruce L
Series 63
Frisco, TX
RBC Capital Markets
Bruce Lewin is a financial advisor with RBC Capital Markets, holding a Series 63 designation and bringing 29 years of industry experience. His prior roles include positions at Elite Financial Management, Raymond James Financial Services, B. Riley Wealth Management, and LPL Financial. Outside of his advisory work, he owns and manages a rental property jointly with his spouse and is an insurance agent for SUSA Insurance/Prosperity. 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 through multiple advisory programs, combining in-house and third-party managers, and provides financial planning, portfolio management, and custody services.
Kristi O
Series 66
Frisco, TX
RBC Capital Markets
Kristi Owens is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Owens serves on the Dean's Advisory Council for the College of Science and Mathematics at Stephen F. Austin State University. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers customized portfolio management and financial planning services through various advisory programs, utilizing a mix of in-house and third-party investment managers.
Diana R
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Diana Read is a financial advisor at RBC Capital Markets with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, including a concurrent role at City National Bank since 2018. Outside of her advisory work, she owns and operates a horse breeding business. 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 variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.
Madeline N
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Madeline Nichols is a financial advisor at RBC Capital Markets with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at City National Bank as well as Equitable Advisors and AXA Advisors. 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.
Barry N
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Barry New is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 registrations. He has 45 years of industry experience and has been with RBC Capital Markets since 2008. Outside of his advisory role, he is a passive owner of a farming operation in Fisher County, Texas. 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 with tailored portfolio management and planning services, utilizing both in-house and third-party investment managers.
Andrew T
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Andrew Teller Jr. is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 39 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 Shelton School & Evaluation Center and is involved in a cafe initiative focused on hiring and mentoring foster youth. 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 advisory programs featuring discretionary and non-discretionary portfolio management, tailored investment strategies, and access to in-house and third-party investment managers.
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