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Stuart R

Series 63, Series 65

Greenbrae, CA

RBC Capital Markets

Stuart Reilly is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. He serves as Vice Commodore and is a board member of the San Francisco Yacht Club, a sailing club nonprofit. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides various advisory programs with customizable portfolio management, financial planning, and brokerage services, leveraging 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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Patrick F

Series 63, Series 65

Greenbrae, CA

RBC Capital Markets

Patrick Farley is a financial advisor with RBC Capital Markets offering 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch Pierce Fenner & Smith Inc., Bank of America, N.A., and City National Bank. Outside of his advisory role, he serves on the board of directors for the Marin Highlanders Rugby Club, a nonprofit sports organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers advisory programs with discretionary and non-discretionary 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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Matthew L

Series 66

Greenbrae, CA

RBC Capital Markets

Matthew Larrabure is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he teaches hunter education classes for the California Department of Fish and Wildlife and serves as a committee member for the Sonoma Marin Area Rail Transit. 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 strategies, integrating 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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Taylor W

Series 66

Greenbrae, CA

RBC Capital Markets

Taylor Wood is a financial advisor with RBC Capital Markets holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2019, Wood worked at Merrill and held positions in the wine industry at Buena Vista Winery and Rams Gate Winery. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a variety of advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers to tailor strategies based on 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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Kuosen F

CFP®, Series 63, Series 65

Greenbrae, CA

RBC Capital Markets

Kuosen Fung is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes positions at Merrill, Bank of America, N.A., and City National Bank. 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 with tailored investment strategies implemented through a combination of 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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Kerry F

Series 66

Greenbrae, CA

RBC Capital Markets

Kerry Farley is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, and Merrill Lynch. 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 various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies 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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Carl I

Series 66

Greenbrae, CA

RBC Capital Markets

Carl Ilg is a financial advisor with RBC Capital Markets holding a Series 66 designation and 23 years of industry experience. He has worked at City National Bank and Bank of America, as well as Merrill prior to his current roles. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with tailored portfolio management, financial planning, and brokerage services. The firm offers multiple advisory programs and integrates both in-house and third-party investment managers to implement client strategies.

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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Carter L

Series 66

Greenbrae, CA

RBC Capital Markets

Carter Lewis is a financial advisor at RBC Capital Markets with a Series 66 designation and less than one year of industry experience. His prior work includes roles in education at the University of San Francisco, Hamilton High School, and Santan Junior High School. 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 a range of advisory programs with tailored investment strategies, combining in-house and third-party managers and providing discretionary and non-discretionary portfolio management and related 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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Margarita P

Series 63, Series 65

Greenbrae, CA

RBC Capital Markets

Margarita Perry is a financial advisor with RBC Capital Markets in Greenbrae, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Her career includes roles at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients from individual investors to institutions, offering tailored investment strategies through various advisory programs and a combination of 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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Eric E

Series 66

Greenbrae, CA

RBC Capital Markets

Eric Englund is a financial advisor with RBC Capital Markets and holds the Series 66 designation. He has 19 years of industry experience, including roles at RBC Capital Markets since 2008 and City National Bank since 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm uses a mix of in-house and third-party investment managers and offers 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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Terri B

Series 63, Series 65

Greenbrae, CA

RBC Capital Markets

Terri Brown is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, and City National Bank. 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 that provide 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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Marina M

Series 66

Greenbrae, CA

RBC Capital Markets

Marina Merkouris is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. She has worked at RBC Capital Markets since 2019 and previously at Merrill from 2015 to 2019. 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 investment strategies using a combination of in-house and third-party managers, along with various 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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Conradine M

Series 63, Series 66

Greenbrae, CA

RBC Capital Markets

Conradine Morehouse is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Merrill from 1982 to 2019 before joining RBC in 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides various advisory programs that offer portfolio management, financial planning, and brokerage services, using a combination of in-house and third-party investment managers tailored to client 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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Edward M

CFP®, Series 63, Series 65

Greenbrae, CA

RBC Capital Markets

Edward Murphy is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at RBC Capital Markets. His prior experience includes nine years at UBS Financial Services and time at City National Bank. 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 multiple advisory programs with tailored investment strategies that incorporate in-house and third-party managers, providing comprehensive 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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Helen A

Series 63, Series 65

Greenbrae, CA

RBC Capital Markets

Helen Abe is a financial advisor at RBC Capital Markets with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and City National Bank. Outside of her advisory role, Abe teaches financial education courses for women through the Women's Bureau Financial Education Program and College of Marin, and she serves on the board and finance committee of Hospice by the Bay. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through in-house and third-party managers, providing 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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