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Brian B

CFP®, Series 63, Series 65

Houston, TX

RBC Capital Markets

Brian Bergeron is a financial advisor with RBC Capital Markets based in Houston, TX. He holds the CFP® designation and has six years of industry experience. His prior roles include positions at Bergeron Wealth Management Co., Needham & Company LLC, and Bergeron Turboff & Company LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs with customized strategies using both in-house and third-party investment managers, supported by an extensive capital-markets platform.

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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Randy N

Series 63, Series 66

Houston, TX

RBC Capital Markets

Randy Nelson is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and 48 years of industry experience. He has worked at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. 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 a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody 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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Harvey H

Series 63, Series 65

Houston, TX

RBC Capital Markets

Harvey Hardee is a financial advisor at RBC Capital Markets with 48 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to his current role, he has worked at City National Bank since 2017 and has been with RBC Capital Markets since 2008. Outside of his advisory work, he serves on the boards of a land mitigation bank and the National Association of Corporate Directors in Houston. 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 multiple advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles and incorporates a mix of 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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Christopher C

Series 66

Houston, TX

RBC Capital Markets

Christopher Clawson is a financial advisor with RBC Capital Markets in Houston, Texas. He holds a Series 66 designation and joined RBC Capital Markets in 2024. His prior experience includes roles at VisualEdgeIT and ImageNet Consulting. 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 advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on each client’s risk profile and 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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Scott W

Series 63, Series 66

Houston, TX

RBC Capital Markets

Scott Waltmon is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RBC since 2015. Outside of his advisory role, he serves on the board of directors for The Rise School of Houston, a nonprofit organization. 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 featuring 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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Marc S

Series 66

Houston, TX

RBC Capital Markets

Marc Sancton is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and having eight years of industry experience. He has worked at RBC Capital Markets since 2017 and previously was employed by Ignite Restaurant Group from 2013 to 2017. Sancton is involved in community activities, serving on the budget and finance committee for the Jewish Federation of Greater Houston and as a board member of the Jewish Community Center of Houston Endowment Fund. RBC Wealth Management provides advisory and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple wrap fee 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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Connie D

Series 66

Houston, TX

RBC Capital Markets

Connie Diaz is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and 7 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves as Secretary for the Chavez High School Band Boosters. 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 that provide discretionary and non-discretionary portfolio management, financial planning, custody, 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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Christopher T

Series 63, Series 65

Houston, TX

RBC Capital Markets

Christopher Totten is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities LLC and USAA in various advisory roles. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing 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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William C

Series 63, Series 65

Houston, TX

RBC Capital Markets

William Cone Jr. is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner of BTC Imports, a business that imports and sells decorative items from Asia and other regions, and serves on the Board of Directors for the Hudson Forest Homeowners Association in Houston, TX. 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 tailored investment strategies and multiple advisory programs that incorporate 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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Hunter B

Series 63, Series 66

Houston, TX

RBC Capital Markets

Hunter Bentley is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining RBC in 2026. 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 a range of 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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John B

Series 63, Series 65

Houston, TX

RBC Capital Markets

John Bundock is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank from 2023 to 2025. Outside of his advisory role, he is an active owner involved in managing a vacation house rental. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering various advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a tailored investment approach based on client risk profiles and combines 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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Christopher D

Series 66

Houston, TX

RBC Capital Markets

Christopher Dennis is a financial advisor at RBC Capital Markets in Houston, TX, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Morgan Stanley, Arkadios Capital, Atlanta Capital Group, and Western International Securities. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides a range of 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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Stephanie F

Series 66

Houston, TX

RBC Capital Markets

Stephanie Fexer is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2013, with a one-year tenure at Morgan Stanley in between. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party 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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Mary M

Series 63, Series 66

Houston, TX

RBC Capital Markets

Mary Mc Intyre is a financial advisor with RBC Capital Markets holding Series 63 and Series 66 licenses and two years of industry experience. She has worked previously at firms including JMP Securities LLC, Citizens Capital Markets, and Cadence Bank. Outside of her advisory role, she serves as an assistant coach for high school cheerleading at Episcopal High School. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients from individual investors to institutions, offering tailored portfolio management and financial planning services through multiple advisory programs. The firm integrates in-house and third-party investment managers and provides access to alternative investments and various account administration 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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Margarita V

Series 66

Houston, TX

RBC Capital Markets

Margarita Vlassova is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Independent Bank and Wells Fargo. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by extensive 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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Leslie F

Series 63, Series 65, Series 66

Houston, TX

RBC Capital Markets

Leslie Fox is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63, 65, and 66 credentials and possessing 28 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves on the Board of Directors for the Houston Jewish Community Foundation. 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 a variety of advisory programs tailored to clients’ risk profiles and employs a mix of in-house and third-party managers to implement customized investment 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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Francis O

Series 66

Houston, TX

RBC Capital Markets

Francis O'Neill III is a financial advisor with RBC Capital Markets based in Houston, TX, holding a Series 66 credential and bringing 27 years of industry experience. He has worked with RBC Capital Markets since 2014. O'Neill has served on the board of a charity focused on economic repair in Fort Bend County and is a director at Riverbend Country Club, overseeing its management. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, providing advisory programs that combine 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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Jo S

Series 63, Series 66

Houston, TX

RBC Capital Markets

Jo Stibora is a financial advisor with RBC Capital Markets in Houston, Texas, holding Series 63 and Series 66 designations and 38 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on clients’ Advisory Risk Profiles and integrates in-house and third-party investment 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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Brent H

Series 63, Series 66

Houston, TX

RBC Capital Markets

Brent Howard is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with RBC Capital Markets since 2015 and has also worked at City National Bank since 2021. 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 discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and 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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Albert K

Series 63, Series 65

Houston, TX

RBC Capital Markets

Albert Krohn Jr. is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory work, he is a passive owner of mineral rights in Ward County, Texas. 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 featuring discretionary and non-discretionary portfolio management, tailored to clients' risk profiles and 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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Robert C

Series 63, Series 65

Houston, TX

RBC Capital Markets

Robert Clawson is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and joined City National Bank in 2025. Outside of his advisory role, he is involved with ACE Offshore LLC, a pass-through entity managing deer lease payments and related expenses. 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 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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Scott S

Series 63, Series 65, Series 66

Houston, TX

RBC Capital Markets

Scott Skinner is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services Inc for nine years. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations, offering a variety of advisory programs that provide portfolio management, financial planning, 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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Valerie W

CFP®, Series 66

Houston, TX

RBC Capital Markets

Valerie Walter is a CFP® and holds a Series 66 designation with 27 years of experience in the financial industry. She has worked at RBC Capital Markets since 2008. Outside of her advisory role, she serves as an officer and treasurer for a local Toastmasters public speaking group. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to individual Advisory 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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Ashley B

Series 66

Houston, TX

RBC Capital Markets

Ashley Balikes is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Prior to joining RBC, Ashley worked at UBS Financial Services and has a background that includes roles outside of finance, such as self-employed design work. 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 tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers along with tax-management and responsible-investing 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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John P

Series 63, Series 65

Houston, TX

RBC Capital Markets

John Pendergrast is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, he has served as a director on the board of the Friends of Fondren Library at Rice University and is a director of the Rice Baseball Insider's Club, a booster organization for the university's baseball team. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and employs a tailored investment approach using 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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Otho E

Series 63, Series 66

Houston, TX

RBC Capital Markets

Otho Evans Jr. is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 registrations and possessing 40 years of industry experience. He has been with RBC Capital Markets since 2012 and has also worked at City National Bank since 2017. Outside of his advisory role, he serves as an officer for the Mirror Lake Property Owner's Association. 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 a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment goals.

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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Aidan D

Series 66

Houston, TX

RBC Capital Markets

Aidan Duignan Papineau is a financial advisor with RBC Capital Markets in Houston, TX. He holds the Series 66 designation and has experience working at multiple firms since 2020, including Loulas, Saam Inc., and Heirloom Hospitality, before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various 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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Heather H

Series 63, Series 65

Houston, TX

RBC Capital Markets

Heather Hardee is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with RBC Capital Markets since 2007. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles 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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Kelly K

Series 63, Series 65

Houston, TX

RBC Capital Markets

Kelly Killough is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients with various advisory programs. The firm offers tailored investment strategies through discretionary and non-discretionary portfolio management, combining in-house and third-party resources, and features a broad capital-markets platform with affiliated asset managers 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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Reed P

CFP®, Series 63, Series 66

Houston, TX

RBC Capital Markets

Reed Padgett is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with RBC Capital Markets, where he has worked since 2023, following a seven-year tenure at Fidelity Brokerage Services LLC. Based in Houston, TX, Padgett holds Series 63 and Series 66 licenses. 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 a range of advisory programs with tailored portfolio management and financial planning solutions, 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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David M

Series 63, Series 65

Houston, TX

RBC Capital Markets

David Miller is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 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 diverse client base that includes individual investors across wealth levels, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to both in-house and third-party managers, supported by RBC's extensive capital markets 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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Melanie G

Series 63, Series 65

Houston, TX

RBC Capital Markets

Melanie Greer is a financial advisor at RBC Capital Markets with 26 years of industry experience. She has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 licenses. 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 wrap fee advisory programs and tailors investment strategies based on each client’s Advisory Risk Profile, utilizing both 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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Leonardo R

Series 66

Houston, TX

RBC Capital Markets

Leonardo Reyes is a financial advisor at RBC Capital Markets with a Series 66 credential and one year of industry experience. His prior work includes roles at Target, Olympia Fields Country Club, and Illinois Wesleyan University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles and employs both in-house and third-party investment managers to implement portfolio 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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John M

Series 63, Series 65

Houston, TX

RBC Capital Markets

John Mcintyre is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, he serves as president of the Tanglewood Home Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a varied client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning through multiple advisory programs, 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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