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Scott M

Series 63, Series 65

Seattle, WA

RBC Capital Markets

Scott Merriman is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank starting in 2022. Merriman is involved in owning and managing rental properties. 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 with tailored investment strategies implemented through a combination of internal and third-party managers, supported by RBC’s extensive capital markets 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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Holly H

Series 63, Series 65

Seattle, WA

RBC Capital Markets

Holly Harvey is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with RBC Capital Markets Corp since 2008 and has operated Colour Creations since 2002. Outside of her advisory role, she serves as treasurer for the Kitsap Lady Trail Riders, a horseback trail riding group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers to tailor strategies according 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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Diana M

CFP®, Series 63, Series 66

Seattle, WA

RBC Capital Markets

Diana Meyers is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with RBC Capital Markets and previously worked at UBS Financial Services Inc. and Charles Schwab. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides tailored strategies based on client 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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Stanislav P

CFA®, Series 66

Seattle, WA

RBC Capital Markets

Stanislav Poltavets is a financial advisor at RBC Capital Markets with the CFA® designation and a Series 66 license. He has six years of prior experience at LNW and has worked in other industries, including positions at Domino’s, Northwestern Mutual, and LA Fitness. 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 a variety of wrap fee advisory programs and tailors investment strategies to clients’ risk profiles, utilizing 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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Mikaela L

Series 65, Series 63

Seattle, WA

RBC Capital Markets

Mikaela Lelonek is a financial advisor at RBC Capital Markets in Seattle, WA, holding Series 65 and Series 63 licenses with three years of industry experience. Her previous roles include positions at Wells Fargo Bank and Walpole Financial Advisors. 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, custody, and brokerage services tailored to clients’ risk profiles, 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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Mark B

Series 63, Series 65

Seattle, WA

RBC Capital Markets

Mark Bailey is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and at City National Bank since 2020. Outside of finance, he was a passive owner of NATIVIS, an anti-cancer medical device company, from 2014 to 2019. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and includes integrated financial planning, custody, 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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Natasha B

Series 66

Seattle, WA

RBC Capital Markets

Natasha Bulpin is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and seven years of industry experience. She has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of investment programs and combines in-house and third-party managers to implement strategies aligned with 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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Stephanie S

Series 63, Series 65

Seattle, WA

RBC Capital Markets

Stephanie Schnieder is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with RBC Capital Markets Corporation 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 variety of advisory programs and portfolio management services tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers and emphasizing 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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Reyna P

Series 66

Seattle, WA

RBC Capital Markets

Reyna Parcells is a financial advisor at RBC Capital Markets in Seattle, WA, with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Robert W Baird, and Morgan Stanley, among other firms. 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 a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and 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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Madeline G

Series 66

Seattle, WA

RBC Capital Markets

Madeline Grossblatt is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Inc., Intrax, and Aegis Living. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, using a mix of in-house and third-party investment managers and tailored investment 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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Anthony G

Series 66

Seattle, WA

RBC Capital Markets

Anthony Georgeadis is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Financial Services and various educational institutions. 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 wrap fee advisory programs with tailored investment strategies implemented through a blend of in-house and third-party managers, supported by RBC’s capital-markets and affiliated 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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Patrick R

Series 66

Seattle, WA

RBC Capital Markets

Patrick Roche is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an art, design, and photography consultant, providing freelance services primarily in interior design. 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 customizable portfolio management, financial planning, and brokerage services 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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Mathew G

Series 66

Seattle, WA

RBC Capital Markets

Mathew Gouras is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets since 2015. 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 advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies 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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Candice S

Series 63, Series 65

Seattle, WA

RBC Capital Markets

Candice Storm is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she works as an independent contractor promoting wellness products and serves on the board of directors for a local community cooperative. RBC Wealth Management, a division of RBC Capital Markets, offers investment management and financial planning services to individual and institutional clients, utilizing both in-house and third-party managers. The firm provides tailored portfolio strategies with options for discretionary and non-discretionary management, tax management, and responsible investing.

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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Heather R

Series 66

Seattle, WA

RBC Capital Markets

Heather Reed is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and previously served in the Minnesota Army National Guard for ten years. 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 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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Michael B

Series 63, Series 65

Seattle, WA

RBC Capital Markets

Michael Brittain is a financial advisor at RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses with 29 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 a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing both 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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Ken C

Series 63, Series 65

Seattle, WA

RBC Capital Markets

Ken Carter is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with RBC Capital Markets since 2008. Carter served on the board of Open Door Ventures, an organization providing housing for people living with AIDS. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles, 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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Thomas R

Series 63, Series 65

Seattle, WA

RBC Capital Markets

Thomas Roe is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. and Northwest Investment Consulting, Inc. He is based in Seattle, WA. 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 and portfolio management services, utilizing both in‑house and third‑party investment managers to tailor strategies 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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Rebecca S

Series 66

Seattle, WA

RBC Capital Markets

Rebecca Stephens is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2018 and City National Bank since 2022. Stephens serves on the Board of Directors for the Alliance for Education, an organization focused on educational justice and racial equity in Seattle Public Schools. RBC Wealth Management, a division of RBC Capital Markets, offers investment advisory and brokerage services to a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning through various programs that incorporate 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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Simon R

Series 66

Seattle, WA

RBC Capital Markets

Simon Rosenbaum is a financial advisor at RBC Capital Markets with a Series 66 credential. He has recently started his career in the industry, joining RBC Wealth Management in 2022 while also completing his studies at Baruch College. 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 tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers along with integrated capital markets and lending 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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