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Anthony F
Series 66
Seattle, WA
RBC Capital Markets
Anthony Fuertes is a financial advisor with RBC Capital Markets based in Seattle, WA. He holds a Series 66 designation and has 19 years of industry experience, including 17 years at RBC Capital Markets. 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 tailored to clients’ risk profiles, combining in-house and third-party investment management with customizable portfolio features.
Anthony P
Series 66
Seattle, WA
RBC Capital Markets
Anthony Perovich is a financial advisor at RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and began his career in the financial industry in 2025. Prior to joining RBC, he worked at Cintas and spent six years with Rainier Golf and Country Club. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and planning services, leveraging both in-house and third-party managers.
Harrison A
Series 63, Series 66
Seattle, WA
RBC Capital Markets
Harrison Ambrose is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Charles Schwab. Ambrose also spent time at EDHEC Business School and The Citadel before joining RBC Capital Markets. 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 provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.
Christopher B
Series 66
Seattle, WA
RBC Capital Markets
Christopher Belcher is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. He previously worked at Fyxt, LLC and AdvanceCRE, LLC, and has held various roles since 2018. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management options tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Renee M
Series 66
Seattle, WA
RBC Capital Markets
Renee Mantua is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. 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 various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Alan R
Series 63, Series 65
Seattle, WA
RBC Capital Markets
Alan Robinson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of SOHAPPY FARMS LLC, which specializes in geoduck aquaculture. 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 and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Maxwell R
Series 66
Seattle, WA
RBC Capital Markets
Maxwell Rogers is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at City National Bank. His background includes education at Middlebury College and experience in the sports and recreational sectors. 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 with tailored investment strategies, combining in-house and third-party managers to meet client risk profiles and preferences.
Sheri R
Series 63, Series 65
Seattle, WA
RBC Capital Markets
Sheri Redford is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and 37 years of industry experience. She has worked at RBC Capital Markets since 2005 and also at City National Bank since 2019. 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 various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.
Grover L
Series 66
Seattle, WA
RBC Capital Markets
Grover Loftin is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Carney Badley Spellman, P.S., and Davis Wright Tremaine LLP. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Edward H
Series 63, Series 65
Seattle, WA
RBC Capital Markets
Edward Haywood Jr. is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of directors for Club Northwest, a running club, where he provides general direction and reviews finances. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment programs and portfolio management services utilizing a combination of in-house and third-party managers, along with integrated capital markets and lending capabilities.
James K
Series 63, Series 65
Seattle, WA
RBC Capital Markets
James Kent is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining RBC in 2024. 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 with customized portfolio management and financial planning, utilizing both in-house and third-party investment managers.
Christopher R
Series 66
Seattle, WA
RBC Capital Markets
Christopher Rogers is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at RBC Capital Markets since 2008 and is currently also affiliated with City National Bank. Outside of his advisory role, he volunteers with Social Venture Partners-Seattle, providing strategic planning, finance, marketing, and fundraising advice, and serves on the finance committee for Family Law CASA. 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 portfolio management, financial planning, and brokerage services through various advisory programs using in-house and third-party investment managers.
Cynthia R
Series 63, Series 66
Seattle, WA
RBC Capital Markets
Cynthia Ranzau is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she operates a small copy editing business serving self-published authors and runs a home-based baked goods venture. 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 wrap fee advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients’ risk profiles and preferences.
Sean S
Series 63, Series 65
Seattle, WA
RBC Capital Markets
Sean Smith is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, Wells Fargo Clearing, Wells Fargo Investments, and Wamu Investments. 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 variety of advisory programs that provide tailored portfolio management and financial planning services through a combination of in-house and third-party investment managers.
Gary G
CFP®, Series 66
Seattle, WA
RBC Capital Markets
Gary Grossblatt is a CFP® professional with 22 years of experience currently affiliated with RBC Capital Markets in Seattle, WA. His prior roles include positions at UBS Financial Services and Merrill. Outside of his advisory work, he serves on the corporate council of the 5th Avenue Theatre and manages a private company with his spouse. 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 tailored to client risk profiles, utilizing both in-house and third-party investment managers and providing services such as portfolio management, financial planning, and custody.
Garrett S
CFP®, Series 66
Seattle, WA
RBC Capital Markets
Garrett Schussler is a CFP® professional with five years of industry experience, currently serving at RBC Capital Markets in Seattle, WA. His prior roles include positions at City National Bank, Prince Perelson, and Utah Retirement Systems. 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 various wrap fee advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.
Wendy T
Series 63, Series 65
Seattle, WA
RBC Capital Markets
Wendy Thomas is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. She 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 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.
Olivia J
Series 66
Seattle, WA
RBC Capital Markets
Olivia Jones is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. She worked at Merrill for seven years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on clients’ risk profiles, using a combination of in-house and third-party managers and providing both discretionary and non-discretionary portfolio management.
Jesse B
CFP®, Series 66
Seattle, WA
RBC Capital Markets
Jesse Bunich is a CFP® professional with 25 years of industry experience, currently advising at RBC Capital Markets. His career includes roles at Wells Fargo Clearing, Wells Fargo Investments, Wamu Investments, and Morgan Stanley. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and financial planning services through various advisory programs.
Jerome B
Series 63, Series 65
Seattle, WA
RBC Capital Markets
Jerome Bosch is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and also serves at City National Bank since 2022. Outside of his advisory role, Bosch volunteers on the investment subcommittee at Gonzaga Prep School and serves on the finance committee of the Seattle Tennis 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 wrap fee advisory programs with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and access to in-house and third-party investment managers.
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