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Laura J

Series 66

Milwaukee, WI

RBC Capital Markets

Laura Jerominski is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at the Milwaukee Yacht Club and South Shore Yacht Club. 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 with tailored strategies and a range of 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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Michael J

Series 63

Milwaukee, WI

RBC Capital Markets

Michael Johnson is a financial advisor at RBC Capital Markets with 26 years of industry experience. He has held his current position since 2013. Johnson holds the Series 63 designation. 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 a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services, 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

Milwaukee, WI

RBC Capital Markets

David Morris is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank from 2020 to 2023. 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 customized portfolio management and financial planning services, leveraging in-house and third-party investment managers along with integrated 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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Jeffrey J

Series 63, Series 66

Milwaukee, WI

RBC Capital Markets

Jeffrey Jaeger is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2018. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by 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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Penelope K

Series 63, Series 66

Milwaukee, WI

RBC Capital Markets

Penelope Kailing is a financial advisor at RBC Capital Markets with Series 63 and Series 66 designations and 44 years of industry experience. She has worked at RBC Capital Markets since 2008 and was previously employed at City National Bank from 2019 to 2025. Outside of her advisory work, she serves as an officer for the Kettle Moraine Kennel Club, organizing its annual dog show. 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.

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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Nancy J

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

Nancy Jensen is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has worked at RBC Capital Markets since 2008 and operates a side business called Nancy's Basement. Jensen also serves as Treasurer for Alcoholics Anonymous, managing funds and payments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on client risk profiles and integrates in-house and third-party investment managers with a variety of program account 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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Andrew C

CFA®, Series 66

Milwaukee, WI

RBC Capital Markets

Andrew Cowan is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank and the Office of the Comptroller of the Currency. Outside of his advisory role, he is the owner of a personally held duplex in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a variety of wrap fee advisory programs and tailors investment strategies according to each client’s Advisory Risk Profile using 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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Judith D

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

Judith Dornacher is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley, Pruco Securities LLC, The Prudential Insurance Company of America, and Edelman Financial Services, LLC. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension and profit-sharing 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 integrated capital-markets and lending 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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Gregory K

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

Gregory Kostka is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. 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 multiple advisory programs that provide discretionary and non-discretionary 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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Steve T

CFP®, Series 66

Milwaukee, WI

RBC Capital Markets

Steve Ticcioni is a financial advisor at RBC Capital Markets with over four years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining RBC Capital Markets in 2021, he worked at PricewaterhouseCoopers LLP from 2013 to 2021. 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 a range of advisory programs with customized portfolio strategies implemented through various 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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Kaj E

Series 66

Milwaukee, WI

RBC Capital Markets

Kaj Edstrom is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. He has been with RBC Capital Markets since 2016. 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 various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies 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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Rob K

Series 63, Series 66

Milwaukee, WI

RBC Capital Markets

Rob Kuehn is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, 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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Sorin I

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

Sorin Iancu is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 45 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, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and customizes investment strategies based on client 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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Jonas E

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

Jonas Edstrom is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2013, following a tenure at City National Bank from 2022 to 2025. Based in Milwaukee, WI, he serves clients through RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers, with services that include portfolio management, financial planning, custody, and brokerage.

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 W

Series 63, Series 66

Milwaukee, WI

RBC Capital Markets

John Whalen Jr. is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, following a six-year tenure at City National Bank. Outside of his advisory role, Whalen teaches a weekly business class at College Lake Country. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering 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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James W

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

James Wozniak is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 designations and having 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Wozniak serves on the board of directors for Fr. Genes Help Center, an organization that educates, feeds, and clothes needy individuals. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with customizable strategies implemented through a combination of in-house and third-party managers, supported by a broad capital-markets platform 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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Matthew M

CFP®, Series 66

Milwaukee, WI

RBC Capital Markets

Matthew Malten is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining RBC in 2026, he spent 12 years at Edward Jones. Malten serves as a finance committee board member for St. Matthew's Evangelical Lutheran Church in Wauwatosa, WI, where he helps review and manage the church's operating budget and investments. 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 investment strategies that incorporate internal and third-party managers and provides access to alternative investments, tax management, and responsible investing options.

Business ownership considerations Business succession planning Wealth management General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Executive Approaching retirement HENRY (High Earners, Not Rich Yet)
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Robert V

Series 66

Milwaukee, WI

RBC Capital Markets

Robert Von Rueden is a financial advisor with RBC Capital Markets in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining RBC Capital Markets, he worked at PricewaterhouseCoopers LLP for seven years and at Marquette University for four years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes 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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Richard O

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

Richard Ormsby is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of finance, he is involved in a family business that focuses on hunting land management and volunteers with Habitat for Humanity. 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 diversified advisory programs that provide tailored portfolio management and financial planning services, leveraging 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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Joseph W

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

Joseph Weirich Jr. is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with RBC Capital Markets since 2008 and has worked at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles. The firm leverages in-house and third-party investment managers and offers strategies including 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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Elsa W

Series 66

Milwaukee, WI

RBC Capital Markets

Elsa Wagoner is a financial advisor at RBC Capital Markets with a Series 66 designation. She has experience working at the Office of the Comptroller of the Currency and CCFBank prior to joining her current firm. 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 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 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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Amanda B

Series 66

Milwaukee, WI

RBC Capital Markets

Amanda Balistreri is a financial advisor at RBC Capital Markets with a Series 66 designation. She has prior experience at Brady Corporation and Trade Press Media Group. 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 combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, 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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Jean W

Series 63

Milwaukee, WI

RBC Capital Markets

Jean Wangard is a financial advisor at RBC Capital Markets with 28 years of industry experience. Prior to joining RBC in 2024, he worked at Wintrust Investments, LLC for four years and Wells Fargo Advisors Financial Network LLC for eleven years. RBC Wealth Management 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, 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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John F

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

John Foley is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. 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 personalized portfolio management using 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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Douglas A

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

Douglas Artus is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he serves as the board president of the Harborfront Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves 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.

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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Laura L

Series 63, Series 66

Milwaukee, WI

RBC Capital Markets

Laura Lamberg is a financial advisor with RBC Capital Markets in New Berlin, WI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of advisory work, she serves as a FINRA arbitrator. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs with tailored investment strategies and access to 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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Linda C

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

Linda Cowan is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with RBC Capital Markets since 2008 and also works with City National Bank since 2018. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies 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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Jay M

Series 66

Milwaukee, WI

RBC Capital Markets

Jay Murphy is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding a Series 66 designation and 18 years of industry experience. He worked at Edward Jones for 17 years before joining RBC Capital Markets and City National Bank in 2025. Outside of his advisory work, he is the owner of Chick-n-Whistle LLC. 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 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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Connor J

Series 66

Milwaukee, WI

RBC Capital Markets

Connor Jacoby is a financial advisor at RBC Capital Markets with one year of industry experience. Prior to joining RBC, he worked at Overstocked Retail, a construction and reselling company, and has served as a referee for the Wisconsin Interscholastic Athletic Association. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through various advisory programs.

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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Christine S

Series 63, Series 66

Milwaukee, WI

RBC Capital Markets

Christine Spangenberger is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 66 licenses. She has 33 years of industry experience, including 18 years with RBC Capital Markets Corporation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base ranging from individual investors to institutions and charitable organizations. The firm offers a variety of advisory programs with tailored strategies 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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Jeffrey W

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

Jeffrey Wangard is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 15 years. Outside of his advisory role, he is the owner of Wangard Investment Consulting, where he performs proforma work related to soccer facilities development. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm designs investment strategies tailored to clients’ risk profiles and manages portfolios using both in-house and third-party managers, with access to a variety of investment options and integrated banking 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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Julie A

Series 66

Milwaukee, WI

RBC Capital Markets

Julie Andreoli is a financial advisor at RBC Capital Markets based in Milwaukee, WI, with 27 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple 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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Paula D

Series 63, Series 65

Milwaukee, WI

RBC Capital Markets

Paula Dowling is a financial advisor at RBC Capital Markets with 36 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Merrill and U.S. Bancorp Investments, Inc. Outside of finance, she performs singing engagements for weddings, funerals, masses, and theater, and serves as an election judge with the Rockford Board of Elections. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies executed through a range 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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Courtney T

Series 66

Milwaukee, WI

RBC Capital Markets

Courtney Tilkens is a financial advisor with RBC Capital Markets holding a Series 66 designation and has two years of industry experience. Prior to joining RBC, she worked at The Terrace at Marina Circle and held positions at Marquette University and Notre Dame de la Baie Academy. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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 and a mix of in-house and third-party investment managers to implement portfolios aligned with 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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