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Michael F
Series 66
Houston, TX
RBC Capital Markets
Michael Fowler is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and two years of industry experience. He previously worked at R.W. Baird & Co. and has experience with Queens University of Charlotte Basketball Camps. 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 and tailors investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible-investing options.
Terri E
Series 63, Series 66
Houston, TX
RBC Capital Markets
Terri Edwards is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with RBC Capital Markets since 2017 and also has experience at City National Bank since 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies utilizing both in-house and third-party managers, with additional features such as tax management and responsible investing options.
John H
Series 63, Series 65
Houston, TX
RBC Capital Markets
John Heath is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2020. He holds Series 63 and Series 65 designations and is based in Houston, TX. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.
Blake R
CFP®, Series 66
Houston, TX
RBC Capital Markets
Blake Rusk is a CFP® with 13 years of industry experience, currently serving at RBC Capital Markets since 2012. Based in Houston, TX, he holds the Series 66 designation. Outside of his advisory role, he is the sole proprietor of R-Oil LLC, an oil pipeline shipping business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.
Tim H
Series 63, Series 66
Houston, TX
RBC Capital Markets
Tim Hudnall is a financial advisor with RBC Capital Markets based in Houston, TX. He holds Series 63 and Series 66 designations and has 34 years of industry experience. He has worked at RBC Capital Markets since 2012 and also serves at City National Bank since 2018. 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 multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.
Nicole C
Series 66, Series 63
Houston, TX
RBC Capital Markets
Nicole Chan is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 and Series 63 designations and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. 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, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Marcus F
Series 66
Houston, TX
RBC Capital Markets
Marcus Fair Jr. is a financial advisor with RBC Capital Markets, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Baird and BMO Harris Bank. He is based in Houston, TX. 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 featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.
Jay G
Series 66
Houston, TX
RBC Capital Markets
Jay Gentry is a financial advisor at RBC Capital Markets in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Baird, Good Karma Brands, Rosen Honda, Wheeling University, and Brown Deer High School. 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 with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to each client’s risk profile.
Stephanie B
Series 63, Series 65
Houston, TX
RBC Capital Markets
Stephanie Brown is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Brown holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and multiple advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides options for tax management and responsible investing.
Jon S
Series 66
Houston, TX
RBC Capital Markets
Jon Saleem is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the Series 66 designation and previously worked at Good Life Advisors, LLC and LPL Financial, LLC for a decade. RBC Wealth Management serves a diverse client base, including individual investors and institutional clients, offering multiple advisory programs with customizable portfolio management and financial planning services. The firm integrates in-house and third-party investment managers and provides access to alternative investments and comprehensive capital markets capabilities.
Grady W
Series 65, Series 66
Houston, TX
RBC Capital Markets
Grady West is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Merrill, Wells Fargo Bank, and Wells Fargo Clearing Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs and portfolio management solutions that incorporate both in-house and third-party investment managers.
Brent G
Series 66
Houston, TX
RBC Capital Markets
Brent Garrett is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Independent Bank for five years before joining RBC in 2018. He is based in Houston, TX. 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, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.
Wesley P
Series 66
Houston, TX
RBC Capital Markets
Wesley Pruitt is a financial advisor at RBC Capital Markets in Houston, TX, holding a Series 66 designation with 12 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing a combination of in-house and third-party managers to provide portfolio management, financial planning, custody, and brokerage services.
Stephen E
Series 66
Houston, TX
RBC Capital Markets
Stephen Ellsworth is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and previously worked at Robert W. Baird & Co for 20 years before joining RBC in 2026. 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 wrap fee advisory programs and implements portfolios tailored to clients' risk profiles through a combination of in-house and third-party investment managers.
Critt W
CFP®, Series 63
Houston, TX
RBC Capital Markets
Critt Walton Jr. is a CFP® with 28 years of industry experience, currently affiliated with RBC Capital Markets in Houston, TX. He has held positions at City National Bank and Raymond James Financial Services, among others, over his career. 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 tailored strategies delivered through a range of investment managers and includes both discretionary and non-discretionary portfolio management services.
Richard F
Series 63, Series 66
Houston, TX
RBC Capital Markets
Richard Friedman is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and with 34 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Lynn T
Series 63
Houston, TX
RBC Capital Markets
Lynn Thompson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MBSC Securities Corporation, BNY Mellon, American Business Planning, Capital Plan Inc., and M Holdings Securities, Inc. His current role at RBC Capital Markets began in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing customized strategies through a combination of internal and third-party investment managers.
Sarah W
Series 66
Houston, TX
RBC Capital Markets
Sarah Wiggins is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory role, she is an owner of a rental property in Colorado. 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 both in-house and third-party managers.
Clinton S
Series 63, Series 66
Houston, TX
RBC Capital Markets
Clinton Sepolio is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 designations and over 28 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as treasurer for the Heights-Reagan High School Band Booster Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to client risk profiles, utilizing both in-house and third-party investment managers.
Linda D
Series 63, Series 65
Houston, TX
RBC Capital Markets
Linda Donovan is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She joined RBC Capital Markets in 2016 following a year at Morgan Stanley Private Bank. Outside of her advisory role, she serves as Treasurer for the Memorial High School Girls Lacrosse Club. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities, offering tailored investment programs with discretionary and non-discretionary portfolio management, as well as financial planning and brokerage services.
Robert M
Series 63, Series 65
Houston, TX
RBC Capital Markets
Robert Maxwell III is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Maxwell serves on the Hedwig Village Pension Advisory Board, advising the city council on pension options for city employees. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Taryn T
Series 66
Houston, TX
RBC Capital Markets
Taryn Teves is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining RBC Capital Markets, Taryn worked at Wells Fargo Bank, N.A. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles. The firm integrates in-house and third-party investment managers and offers a range of investment options, including alternative investments and responsible investing screens.
Daniel A
Series 63, Series 65
Houston, TX
RBC Capital Markets
Daniel Austin 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. His prior roles include positions at City National Bank and Raymond James & Associates. He serves as a director and board member for nonprofit foundations including the Blue Bird Circle Foundation and The Strake Jesuit Foundation, and is involved with the Houston Country Club as a committee member. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized advisory programs and portfolio management solutions that utilize a combination of in-house and third-party investment resources.
Steven H
Series 63, Series 65
Houston, TX
RBC Capital Markets
Steven Herzog is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2017. Outside of his advisory role, he is a limited partner in a private company, Mash Family Partnership. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management and tailors strategies to each client’s risk profile using both in-house and third-party investment managers.
Brian A
CFP®, Series 63, Series 65
Houston, TX
RBC Capital Markets
Brian Anderson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets, having joined the firm in 2023. His prior roles include six years at Raymond James Financial Services Advisors and five years at Christ Taylor Insurance. Anderson serves on the Board of Directors for the Caring Aggies Mentoring Program, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing tailored strategies implemented through a mix of in-house and third-party investment managers.
Craig W
Series 66
Houston, TX
RBC Capital Markets
Craig Wakefield is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of New York Mellon Securities Corporation, Bank of New York Mellon, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to client risk profiles using both in-house and third-party managers, with integrated capital markets capabilities and a variety of portfolio management options.
Walker H
Series 66
Houston, TX
RBC Capital Markets
Walker Herzog is a Series 66-licensed financial advisor at RBC Capital Markets with two years of industry experience. He has held various roles including positions at Camp Longhorn and Brookfield Properties prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients. The firm offers tailored investment strategies through multiple advisory programs and integrates both in-house and third-party investment managers to implement portfolios.
Braxton M
Series 66
Houston, TX
RBC Capital Markets
Braxton Mouton is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2017. Prior to joining the firm, he was involved with Mouton Seafood LLC and The Studio Downtown. 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.
Valerie M
Series 66
Houston, TX
RBC Capital Markets
Valerie Medeles is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2015. 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 wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailored to clients' Advisory Risk Profiles and utilizing a mix of in-house and third-party investment managers.
Tiffany F
Series 66
Houston, TX
RBC Capital Markets
Tiffany Floyd is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 credential and 19 years of industry experience. She has been with RBC Capital Markets Corporation since 2008, with a one-year tenure at City National Bank from 2022 to 2023. Outside of her advisory role, she participates on a committee for the Aphasia Center of West Texas, engaging in fundraising efforts to support individuals living with aphasia. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through internal and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.
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