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James L

Series 66

Miami, FL

RBC Capital Markets

James Lambert is a financial advisor with RBC Capital Markets in Miami, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, he owns a holding company that occasionally charters day trips for family members. 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 with portfolio management, financial planning, and brokerage services, implementing customized strategies 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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Bita A

Series 63, Series 65

Miami, FL

RBC Capital Markets

Bita Asgari is a financial advisor at RBC Capital Markets in Miami, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. She has worked at Merrill, Bank of America, N.A., and Bofa Securities, Inc. prior to joining RBC. 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 wrap fee advisory programs and customizes investment strategies based on clients' Advisory Risk Profiles, 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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Lizbeth S

Series 66

Miami, FL

RBC Capital Markets

Lizbeth Sain is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 12 years before joining RBC Capital Markets. Outside of her advisory role, she is the owner of OPERA 4032 LLC, a limited liability company. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customizable advisory programs and portfolios managed through 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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Johanna R

Series 63, Series 66

Miami, FL

RBC Capital Markets

Johanna Rizo Noales is a financial advisor with RBC Capital Markets in Miami, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with RBC Capital Markets since 2017 and previously held roles at Morgan Stanley Smith Barney and Morgan Stanley & Co Inc. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio and financial planning solutions through multiple advisory programs and 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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Felipe B

Series 66

Miami, FL

RBC Capital Markets

Felipe Blanco is a financial advisor at RBC Capital Markets in Miami, FL, holding a Series 66 designation with four years of industry experience. His prior work includes time at The Probate Law Firm and U.S. Century Bank, alongside periods of full-time education. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers with tailored strategies based on 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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Dean B

Series 63, Series 65

Miami, FL

RBC Capital Markets

Dean Bahniuk is a financial advisor with RBC Capital Markets in Miami, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining RBC in 2024, he spent nine years at Oppenheimer. He is the owner and operator of Black Marlin Publishing LLC, which holds the publishing rights to his book, The Art of Wealth. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering tailored portfolio management and advisory programs supported by 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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Ayesha Y

Series 66

Miami, FL

RBC Capital Markets

Ayesha Yasin is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds a Series 66 designation and has worked at City National Bank since 2017 and RBC Capital Markets since 2012. Yasin serves on the Board of Directors for the Alzheimer's Association in both the DC and Arlington chapters. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs with customized 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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Hudson C

Series 66

Miami, FL

RBC Capital Markets

Hudson Cain is a financial advisor at RBC Capital Markets with a Series 66 credential. He has held roles at several firms since 2022, including Northwestern Mutual and Pendray Financial Advisors, with recent experience at RBC Capital Markets beginning in 2025. Cain has also spent time as a student from 2010 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

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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Cristina S

Series 66

Miami, FL

RBC Capital Markets

Cristina Seara is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has been with RBC since 2018 and previously worked at Bank of America from 2016 to 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset 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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Elaine G

Series 66

Miami, FL

RBC Capital Markets

Elaine Garcia is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for five years prior to joining RBC in 2017. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, 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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Carey B

Series 63, Series 65

Miami, FL

RBC Capital Markets

Carey Bosch is a financial advisor with RBC Capital Markets in Miami, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at City National Bank and Morgan Stanley in various capacities from 2008 to the present. Bosch serves on the audit committee of the Coral Reef Yacht Club, participating in financial oversight for the organization. RBC Wealth Management, a division of RBC Capital Markets, offers advisory and brokerage services to individual and institutional clients, tailoring investment strategies to client risk profiles and 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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Felipe B

Series 63, Series 66

Miami, FL

RBC Capital Markets

Felipe Blanco is a financial advisor with RBC Capital Markets in Miami, FL, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2018. Blanco serves as a committee member for the Florida Bar Grievance Committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, portfolio management, financial planning, and custody services. The firm utilizes a combination of in-house and third-party managers and offers multiple advisory programs to address a wide range of client needs.

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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Douglas S

Series 63, Series 65

Miami, FL

RBC Capital Markets

Douglas Sharon is a financial advisor with RBC Capital Markets in Miami, FL, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. His prior roles include positions at Morgan Stanley and City National Bank. He is also the owner of a personal LLC, Nanceco LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutions, and charitable organizations, offering advisory programs that provide 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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Carolina B

Series 66

Miami, FL

RBC Capital Markets

Carolina Blanco is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation and previously worked at Simon, Reed & Salazar, P.A. and Florida International University. 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 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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Cameron C

Series 66

Miami, FL

RBC Capital Markets

Cameron Cullotta is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan and Bryant University. Outside of his advisory role, Cameron owns and operates Sand Dune Apparel Company, an apparel business based in Miami, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles, utilizing both in-house and third-party investment managers, with options for portfolio customization and integrated 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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