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Ramakrishna G

Series 66

Sugar Land, TX

RBC Capital Markets

Ramakrishna Gali is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2003 to 2019. Since 2019, he has been associated with both City National Bank and RBC Capital Markets. 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 wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to 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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Russell K

CFP®, Series 66

Sugar Land, TX

RBC Capital Markets

Russell Kemp is a CFP® with 21 years of industry experience, currently serving at RBC Capital Markets since 2008. Based in Sugar Land, TX, he holds the Series 66 designation. Outside of his advisory role, he is a passive owner of a department store in Kerrville, Texas. 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 portfolio management and integrates both in-house and third-party investment managers to implement client 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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Harold G

Series 63, Series 65

Sugar Land, TX

RBC Capital Markets

Harold Green Jr. is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes positions at Raymond James & Associates and City National Bank. He serves as an officer for the Port Alto HOA, managing regulatory filings for a rural water system in Texas. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with customizable portfolio features and integrated 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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Kelly S

Series 63, Series 66

Sugar Land, TX

RBC Capital Markets

Kelly Schubert is a financial advisor with RBC Capital Markets in Sugar Land, TX, holding Series 63 and Series 66 licenses. She has 25 years of industry experience and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides tailored strategies based on 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 A

Series 63, Series 65

Sugar Land, TX

RBC Capital Markets

Diana Alexander is a financial advisor at RBC Capital Markets with 43 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs with tailored investment strategies utilizing both in-house and third-party managers, along with integrated capital markets and lending 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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Steven A

Series 63, Series 66

Sugar Land, TX

RBC Capital Markets

Steven Alexander is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he is involved in several personal business activities, including ownership of AlexanderCafe LLC. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management services that incorporate both in-house and third-party investment managers and provide options for tax management, responsible investing, and alternative investments.

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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Matthew K

Series 66

Sugar Land, TX

RBC Capital Markets

Matthew Kullman is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2017. Prior to his career in finance, he spent sixteen years at the Library of Congress. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary 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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Glenda M

CFP®, Series 63, Series 66

Sugar Land, TX

RBC Capital Markets

Glenda Martinez is a Financial Consultant at Fidelity, where she focuses on understanding her clients' personal stories, families, needs, and goals. She has been working in the financial services industry for over 19 years, assisting individuals, families, and business owners through various life stages and market cycles. Her experience includes roles such as Senior Premier Banker and Vice President at Wells Fargo Bank, Client Service Associate at JPMorgan Chase Bank, Private Client Banker and Licensed Banker at Chase Bank, Registered Representative at First Investors, and Lead Teller at Bank of America. Glenda's approach involves strategic holistic financial planning to help clients build, manage, protect, and transition their wealth.

Wealth management Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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