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Michael G

Series 63, Series 65

Seattle, WA

RBC Capital Markets

Michael Geri is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent seven years at City National Bank. Outside of his advisory role, he serves as director-treasurer for the Tau Kappa Epsilon Apollo Foundation, a nonprofit providing scholarships to University of Washington students. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with specialized services such as tax management and responsible investing 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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Janice C

Series 66

Seattle, WA

RBC Capital Markets

Janice Crosta is a financial advisor at RBC Capital Markets with 48 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2020, following six years at Robert Baird & Co. 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 multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services tailored to each client’s 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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Neil M

Series 63, Series 65

Seattle, WA

RBC Capital Markets

Neil Mcdevitt is a financial advisor with RBC Capital Markets based in Seattle, WA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2018. Outside of his advisory role, he provides consulting services to the Greater Seattle Business Association, an LGBT chamber of commerce, and participates in oversight of the organization's student scholarship investment portfolio. 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 with tailored portfolio management and financial planning, leveraging 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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Annelise W

Series 66

Seattle, WA

RBC Capital Markets

Annelise Wildfang is a financial advisor at RBC Capital Markets in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining RBC in 2022, she worked with the UW Dream Project and has a diverse background including roles at Starbucks and other retail and food service positions. RBC Wealth Management serves individual investors, institutions, corporations, and charitable organizations with tailored advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm combines in-house and third-party investment managers and incorporates features such as tax management, responsible investing screens, and alternative investment 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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Carla N

Series 66

Seattle, WA

RBC Capital Markets

Carla Novak is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 18 years of industry experience. Prior to joining RBC in 2023, she worked at UBS in New York from 2011 to 2023. Outside of her advisory role, Novak is involved in self-publishing books through Lark Publishing and is a registered yoga teacher with Yoga Alliance. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable 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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Paul F

CFP®, Series 66

Seattle, WA

RBC Capital Markets

Paul Fahey Jr. is a CFP®-designated financial advisor with RBC Capital Markets in Seattle, WA, bringing 19 years of industry experience. He has been with RBC Capital Markets since 2013 and has also worked at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs, providing both discretionary and non-discretionary portfolio management alongside 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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Ryan R

Series 63, Series 66

Seattle, WA

RBC Capital Markets

Ryan Roque is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 designations and having eight years of industry experience. He has been with RBC Capital Markets, LLC since 2016. 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 various wrap fee advisory programs with discretionary and non-discretionary portfolio management and tailors strategies to clients’ Advisory Risk Profiles using 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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Christopher R

Series 63, Series 65

Seattle, WA

RBC Capital Markets

Christopher Rasmussen is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is involved with Rotary Bellevue, where he contributes to community service activities, and he is a partner in Wbalz, LLC, a venture focused on residential real estate remodeling and sales. 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 wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients' risk profiles 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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Nicholas C

Series 66

Seattle, WA

RBC Capital Markets

Nicholas Crosta is a Series 66-licensed financial advisor with 14 years of industry experience, currently with RBC Capital Markets since 2020. Prior to that, he worked at Robert Baird & Co. from 2014 to 2020. He is based in Seattle, WA. 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 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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