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Tiffany F
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Tiffany Foust is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with RBC Capital Markets 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 with tailored strategies based on each client’s risk profile, utilizing a combination of in-house and third-party investment managers and services.
Erin Z
Series 66
Philadelphia, PA
RBC Capital Markets
Erin Zegar is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2019, following four years at Morgan Stanley. Outside of her advisory role, she provides administrative support for a private company. 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 tailored investment strategies implemented through a combination of in-house and third-party providers.
Scott C
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Scott Ceniccola is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2020. 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 customizable investment strategies and a broad array of in-house and third-party portfolio management resources.
Patrick H
Series 66
Philadelphia, PA
RBC Capital Markets
Patrick Heenan is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets, LLC since 2008. 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 wrap fee advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside discretionary and non-discretionary portfolio management and financial planning services.
Adonika W
Series 66
Philadelphia, PA
RBC Capital Markets
Adonika Watkins is a financial advisor at RBC Capital Markets with 17 years of industry experience and holds a Series 66 designation. She has been with RBC Capital Markets since 2008 and simultaneously serves as an instructor at Temple University, where she teaches a course on investing. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Oluseun O
Series 66
Philadelphia, PA
RBC Capital Markets
Oluseun Onitiri is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has prior experience at Morgan Stanley and several hospitality-related companies. 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, tailored to clients' risk profiles and incorporating a mix of in-house and third-party investment managers.
James C
CFP®, Series 66
Philadelphia, PA
RBC Capital Markets
James Cannon III is a CFP® professional with 18 years of experience, currently affiliated with RBC Capital Markets in Philadelphia, PA. He has worked at RBC Capital Markets since 2014 and also holds a position at City National Bank starting in 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.
Ann A
Series 63
Philadelphia, PA
RBC Capital Markets
Ann Ade is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney LLC for 14 years before joining RBC in 2023. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers.
Eric P
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Eric Peterson is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009, currently associated with City National Bank since 2019. Outside of his advisory role, he is an active owner and treasurer of the Hope Creek Farm Hunting Club in New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm provides various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.
Chelsea W
CFP®, Series 66
Philadelphia, PA
RBC Capital Markets
Chelsea Wise is a CFP® professional with seven years of industry experience, currently with RBC Capital Markets since 2023. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2023, and at State Farm Insurance from 2015 to 2019. RBC Wealth Management, part 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 both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a combination of in-house and third-party investment managers.
Harrison B
CFP®, Series 66
Philadelphia, PA
RBC Capital Markets
Harrison Brown is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He has been with RBC Capital Markets, LLC since 2018. Prior to his current role, he held positions at Horizon Stevedoring, 1847Financial, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, and also spent four years at Loyola University Maryland. 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 employs customized investment strategies through a combination of in-house and third-party managers and provides various account structures and specialized features tailored to clients’ risk profiles and preferences.
Daniel H
Series 63
Philadelphia, PA
RBC Capital Markets
Daniel Heenan is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds a Series 63 designation and has worked at RBC Capital Markets since 2017, following six years at Oppenheimer & Co. 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 wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.
Michael B
Series 63, Series 66, Series 65
Philadelphia, PA
RBC Capital Markets
Michael Billiris is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has held positions at SEI Investments Management Corp., JOHCM Funds Distributors, LLC, Foreside Financial Services, LLC, JOHCM (USA) Inc., and Wells Fargo Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations with tailored investment strategies using a blend of in-house and third-party investment managers and various advisory programs.
Daniel H
CFP®, Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Daniel Heenan is a Certified Financial Planner (CFP®) with 30 years of experience in the financial industry. He has worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.
Damien R
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Damien Ramondo is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has worked at Questar Capital Corporation and Allianz Life prior to his current role. Outside of his financial career, he co-owns a vacation rental property with his wife. 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 with tailored investment strategies and access to both in-house and third-party managers.
Jordan B
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Jordan Bastien is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at City National Bank and Worth Financial Management LLC. 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 portfolio management services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.
Cade S
Series 66
Philadelphia, PA
RBC Capital Markets
Cade Sands is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has prior work experience at Villanova University and EisnerAmper. 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 variety of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.
Benjamin A
Series 66
Philadelphia, PA
RBC Capital Markets
Benjamin Adey is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His prior roles include multiple years of employment at Bates College and work at Dynasty Financial Partners, Portland Country Club, Freedom Boat Club, and Waynflete School. RBC Wealth Management, part of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary 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, supporting a variety of investment structures and options.
Max E
Series 66
Philadelphia, PA
RBC Capital Markets
Max Eisenberg is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with RBC Capital Markets in Philadelphia, PA, and has previously worked at Morgan Stanley Private Bank and City National Bank. 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 tailored investment strategies, incorporating both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.
Dakota G
Series 66
Philadelphia, PA
RBC Capital Markets
Dakota Greene is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Equitable Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm employs a variety of investment managers and strategies, including responsible-investing screens, to implement client-focused portfolios.
Robert B
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Robert Boland is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of his advisory role, he serves on the board of directors for the Easttown Library Foundation and on the board of trustees for the Yacht Club of Stone Harbor. 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 discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles using both in-house and third-party investment managers.
Bradford B
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Bradford Bolletino 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 RBC Capital Markets Corporation since 2008 and City National Bank since 2023. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing customized strategies through a combination of in-house and third-party investment managers.
Chris V
Series 66
Philadelphia, PA
RBC Capital Markets
Christopher Vandusen is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 variety of advisory programs with customizable portfolio management strategies and access to both in-house and third-party investment managers.
Timothy V
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Timothy Valente is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2008 and also holds a role on the Board of Directors at Malvern Preparatory School, where he serves on several sub-committees including the finance committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Christopher S
CFP®, Series 66
Philadelphia, PA
RBC Capital Markets
Christopher Steinhauer is a Certified Financial Planner (CFP®) with 22 years of industry experience. He is currently with RBC Capital Markets and City National Bank, having previously worked at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies, utilizing both in-house and third-party investment managers alongside integrated capital markets and affiliated asset management capabilities.
Elijah E
Series 66
Philadelphia, PA
RBC Capital Markets
Elijah Eagle is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Valley Forge Insurance Brokerage, Capital One, Chase, FedEx Office, and Citi Bank. 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 with customizable portfolio management and financial planning services, integrating both in-house and third-party investment managers.
Benjamin D
Series 66
Philadelphia, PA
RBC Capital Markets
Benjamin Drechsler is a financial advisor at RBC Capital Markets with a Series 66 license. He has been in the industry since 2026 and has prior experience at Equitable Advisors, Capelli, IRC International Realty Corporation, and Tether. 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 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.
Sean M
Series 63
Philadelphia, PA
RBC Capital Markets
Sean Mcfadden is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding a Series 63 designation and bringing 24 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., where he worked for a combined 14 years. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.
Kimberly I
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Kimberly Iannarella 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 serves a diverse client base including individual investors, institutional clients, 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, with access to both in-house and third-party investment managers.
Joseph G
Series 63, Series 66
Philadelphia, PA
RBC Capital Markets
Joseph Gill Jr. is a financial advisor with RBC Capital Markets in Philadelphia, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at multiple firms, including City National Bank, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies using a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Aurelio D
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Aurelio Decaro Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and City National Bank. 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 customized portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.
Leo M
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Leo Mcmanus III is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he serves on the admission committee of the Philadelphia Cricket Club and participates in investment portfolio reviews for Springside Chestnut Hill Academy. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base 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 each client’s risk profile, utilizing a combination of in-house and third-party investment managers.
Appalonia T
Series 66
Philadelphia, PA
RBC Capital Markets
Appalonia Tankersley is a financial advisor with RBC Capital Markets in Philadelphia, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and GW&K Investment Management. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.
Blake E
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Blake Epstein is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at City National Bank and Morgan Stanley Private Bank, National Association, as well as Morgan Stanley Smith Barney. Outside of his advisory work, he is a passive owner of several rental properties managed by third parties. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and offers a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers and provides options for tax management, rebalancing, and responsible investing.
Michael C
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Michael Castillo is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining RBC in 2019. Outside of his advisory role, he teaches cooking classes and is involved in retail sales through Williams-Sonoma. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various 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.
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