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Heather K

Series 66

Seattle, WA

RBC Capital Markets

Heather Krause is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 credential and 16 years of industry experience. She has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. She has served on the board of the Edmonds Senior Center, a nonprofit organization focused on improving the well-being of seniors, and participates on a committee for the Franklin Alumni Association and Foundation. 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 advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile, 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 66

Seattle, WA

RBC Capital Markets

David Moskovitz is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 28 years of industry experience. He has been with RBC Capital Markets since 2008 and also has experience at City National Bank starting in 2021. Outside of his advisory role, he has ownership interests in LLCs related to photorocket and biofuels investments as well as boarding horses. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients by providing a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm utilizes a blend of in-house and third-party managers and offers customizable strategies aligned with 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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