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Bonnie B

Series 63, Series 65

Richmond, VA

RBC Capital Markets

Bonnie Bowling is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2009. 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 tailored investment strategies implemented through both in-house and third-party managers, supported by its capital-markets capabilities and affiliated asset management 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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Terrance E

Series 63, Series 66

Richmond, VA

RBC Capital Markets

Terrance Edwards is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior work includes roles at City National Bank, Edward Jones, Cary Street Partners, and Wells Fargo Advisors. 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 tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix 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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Jack E

Series 63, Series 65

Richmond, VA

RBC Capital Markets

Jack Enoch Jr. is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the investment committee of the humanitarian organization The Order of St Johns American Priory and is a trustee emeritus at Randolph-Macon College. 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 customized investment advisory programs that include portfolio management, financial planning, and custody services, using a combination of in-house and third-party managers alongside RBC’s capital markets 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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Kara T

Series 66

Richmond, VA

RBC Capital Markets

Kara Topping is a financial advisor at RBC Capital Markets with a Series 66 designation and over 20 years of industry experience. She previously worked at Wells Fargo Advisors for 21 years and Capital One Financial for two years. RBC Wealth Management, a division of RBC Capital Markets, 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 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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William G

Series 63, Series 65

Richmond, VA

RBC Capital Markets

William Gribble IV is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 a range of advisory programs with customizable portfolio management, 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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Brian F

Series 63, Series 65

Richmond, VA

RBC Capital Markets

Brian Ford is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at City National Bank from 2020 to 2025. Outside of his advisory role, Ford serves on the boards of several organizations, including the Mt. Calvary Cemetery Association and the University of Richmond Estate Planning Advisory Council, and he is president of the board for the Trinity UMC Foundation. RBC Wealth Management serves individual and institutional clients with tailored portfolio management, financial planning, custody, and brokerage services. The firm offers a range of wrap fee advisory programs and integrates in-house and third-party investment managers, providing clients with customizable investment 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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John H

Series 63, Series 66

Richmond, VA

RBC Capital Markets

John Hamilton is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Truist Investment Services and BB&T Securities. Outside of his advisory role, he serves as treasurer for the Scott & Stringfellow Educational Foundation, managing scholarship payments and related financial documentation. 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 customized advisory programs that incorporate discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix 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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Margaret R

Series 66

Richmond, VA

RBC Capital Markets

Margaret Rushing is a financial advisor at RBC Capital Markets with a Series 66 designation and approximately two years of industry experience. Her prior work includes roles at New York Life Insurance Company and Lloyd Agencies. She has held positions outside finance as well, including work at Back Door Tavern and Temple Hills Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management along with financial planning and custody 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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Andrew F

Series 63, Series 66

Richmond, VA

RBC Capital Markets

Andrew Foldenauer is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank from 2020 to the present. Foldenauer serves on the board of the Virginia Mentoring Partnership and is president of the Midlothian Rotary Club. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a variety of 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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William I

Series 66

Richmond, VA

RBC Capital Markets

William Irby is a financial advisor with RBC Capital Markets, holding a Series 66 license and bringing 12 years of industry experience. He has been with RBC since 2012 and also has experience with City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering various 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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Martin M

Series 63, Series 65

Richmond, VA

RBC Capital Markets

Martin Miller is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at City National Bank, Truist Advisory Services, Bb&T Securities, and Scott & Stringfellow. He serves as Treasurer of Jewish Family Services and is a board member of the Midlothian Chesterfield Kiwanis Club. 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 and tailors strategies based on 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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Victoria C

Series 66

Richmond, VA

RBC Capital Markets

Victoria Cagnon is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with customized 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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Susan H

Series 66

Richmond, VA

RBC Capital Markets

Susan Hulcher is a Series 66-licensed advisor with RBC Capital Markets in Richmond, VA, bringing 10 years of industry experience, all of which have been with RBC since 2016. She serves on the board of Blue Star Families of Richmond, a nonprofit supporting mothers of active-duty military members, where she is the 2nd Vice President and Blue to Gold Liaison. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage 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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Henry M

Series 63, Series 65

Richmond, VA

RBC Capital Markets

Henry Miller IV is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2018. Outside of his advisory role, he serves on the advisory board of the Massey Cancer Center and holds leadership positions in the Society of the Cincinnati in Virginia. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with tailored investment strategies that combine in-house and third-party managers, offering both discretionary and non-discretionary portfolio management along with financial planning and brokerage 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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Lauren C

Series 66

Richmond, VA

RBC Capital Markets

Lauren Clark is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo 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 provides a range of advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers 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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William C

Series 66

Richmond, VA

RBC Capital Markets

William Cabell II is a financial advisor at RBC Capital Markets in Richmond, VA, holding a Series 66 designation with eight years of industry experience. He previously worked at City National Bank and has been with RBC Capital Markets since 2017. Outside of his advisory role, he serves as an officer in the Rotary Club of Richmond, holding positions as club secretary, president-elect, and president for the 2025-2026 term. 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 tailored to clients’ risk profiles, combining in-house and third-party investment resources along with integrated lending and cash management 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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Bowlman B

Series 63, Series 65

Richmond, VA

RBC Capital Markets

Bowlman Bowles III is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, Truist Advisory Services, and Scott & Stringfellow, Inc. Outside of his advisory work, Bowles serves on the board of the US Global Leadership Coalition and acts as an Assistant Scoutmaster for the Boy Scouts of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary management, 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 W

Series 63, Series 65

Richmond, VA

RBC Capital Markets

John Williams is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2010. Williams has also served as an independent contractor arbitrator in FINRA dispute resolution. 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 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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Alexander M

Series 66

Richmond, VA

RBC Capital Markets

Alexander Maffett is a financial advisor with RBC Capital Markets in Richmond, VA, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at City National Bank, Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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 and customizable portfolio management strategies 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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Jeffrey C

Series 63, Series 65

Richmond, VA

RBC Capital Markets

Jeffrey Chapman is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as president on the board of directors for the Poe Museum Foundation in Richmond, VA. RBC Wealth Management, a division of RBC Capital Markets, serves a broad 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, utilizing a combination of in-house and third-party investment managers and tailored portfolio strategies.

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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Thomas H

Series 63, Series 66

Richmond, VA

RBC Capital Markets

Thomas Hensby is a financial advisor at RBC Capital Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at City National Bank, RBC Capital Markets, and South State Bank. 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 various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s advisory 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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Matthew H

Series 63, Series 65

Richmond, VA

RBC Capital Markets

Matthew Horn is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at City National Bank, Truist Advisory Services, BB&T Securities, and Scott & Stringfellow. He serves as treasurer for the Conservation Park of Virginia and is a trustee for the endowment fund of Second Presbyterian Church. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and 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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