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Nathan E

Series 63, Series 66

Norwell, MA

RBC Capital Markets

Nathan Eaton is a financial advisor at RBC Capital Markets with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC since 2019. Prior to this, he was employed at BroadPoint Realty for three years. Outside of his advisory role, he owns and manages family and vacation rental properties. 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 advisory programs with tailored investment strategies that utilize both in-house and third-party managers, supported by an extensive capital-markets platform and a range of 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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John G

Series 63, Series 65

Norwell, MA

RBC Capital Markets

John Germain is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank since 2019, in addition to his tenure at RBC Capital Markets Corporation beginning in 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and nonprofit organizations through various advisory programs that offer portfolio management, financial planning, and brokerage services tailored to each client's risk profile. The firm utilizes both in-house and third-party investment managers and provides access to alternative investments and integrated financial solutions.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Brant D

Series 63, Series 65

Norwell, MA

RBC Capital Markets

Brant Despathy is a financial advisor with RBC Capital Markets in Norwell, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets since 2009. 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 multiple advisory programs with tailored strategies and a mix of in-house and third-party investment managers, supported by a notable capital markets presence 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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John W

Series 63, Series 65

Norwell, MA

RBC Capital Markets

John White is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 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 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 that combine in-house and third-party managers, with features such as tax management, responsible investing screens, and alternative investments.

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

Norwell, MA

RBC Capital Markets

John White is a financial advisor with RBC Capital Markets in Norwell, MA, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at City National Bank and State Street, in addition to his current position at RBC. 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 range of advisory programs with tailored investment strategies and access to 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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Francis M

Series 63, Series 65

Norwell, MA

RBC Capital Markets

Francis Mcdonnell III is a financial advisor with RBC Capital Markets in Norwell, MA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining RBC in 2020, he worked for nine years at Raymond James & Associates. 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 a range of advisory programs and tailors investment strategies to clients’ risk profiles 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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Andrew W

Series 63, Series 65

Norwell, MA

RBC Capital Markets

Andrew White is a financial advisor with RBC Capital Markets in Norwell, MA, holding Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he has operated a livery service as a sole proprietor and previously engaged in outerwear distribution. 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 that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ 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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Samuel D

CFP®, Series 63

Norwell, MA

RBC Capital Markets

Samuel Difiore Jr. is a CFP® professional with 29 years of experience in the financial industry. He is currently with RBC Capital Markets and has previously worked at City National Bank and Morgan Stanley Private Bank. 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 customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers to implement portfolios.

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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Paul G

Series 63, Series 66

Norwell, MA

RBC Capital Markets

Paul Giglio is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and 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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