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Curtis R
CFP®, Series 65, Series 63
South Easton, MA
RBC Capital Markets
Curtis Rafter is a CFP®-certified financial advisor at RBC Capital Markets with seven years of industry experience. He has previously worked at Mass Mutual Life Insurance Company, Mass Mutual Investors Services, Horner Townsend & Kent, Penn Mutual Life Insurance Company, and Needham Bank. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services.
Rebecca M
Series 66
South Easton, MA
RBC Capital Markets
Rebecca Morin is a financial advisor at RBC Capital Markets with three years of industry experience. She previously worked at Infinex Investments Inc and Bluestone Bank. RBC Wealth Management, a division of RBC Capital Markets, 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 tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
Joanna B
Series 63, Series 65
South Easton, MA
RBC Capital Markets
Joanna Bishop is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and portfolio management services utilizing both in-house and third-party managers.
Kevin W
Series 63, Series 66
South Easton, MA
RBC Capital Markets
Kevin Williams is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets Corporation since 2008. 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 multiple wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
Nora Y
CFP®, Series 66
South Easton, MA
RBC Capital Markets
Nora Yousif is a CFP® with 15 years of experience, currently serving with RBC Capital Markets and City National Bank. She has been with RBC Capital Markets since 2011 and with City National Bank since 2019. Outside of her advisory role, she serves on the boards of several nonprofit organizations focused on community support and legal aid for low-income women. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment advisory programs that combine in-house and third-party managers, with options for discretionary portfolio management, tax management, and responsible investing.
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