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Christie B
Series 66
Tyler, TX
RBC Capital Markets
Christie Blaine is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including 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, financial planning, custody, and brokerage services tailored to clients' risk profiles.
Kenneth D
Series 63, Series 65
Tyler, TX
RBC Capital Markets
Kenneth Dunn is a financial advisor with RBC Capital Markets in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as an investment committee member for the endowment fund at Christ Episcopal Church. 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 with tailored investment strategies that utilize both in-house and third-party managers.
Frank B
Series 63, Series 66
Tyler, TX
RBC Capital Markets
Frank Barnett is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at RBC Capital Markets Corporation since 2008. 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 a range of advisory programs with customizable investment strategies implemented through a mix of in-house and third-party managers, along with integrated lending and cash-sweep arrangements.
Thomas S
CFP®, Series 63, Series 65
Tyler, TX
RBC Capital Markets
Thomas Smith is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2014. His prior roles include positions at Covenant, Kestra Investment Services, and Veravest Investment Advisors. Outside of his advisory work, he serves on the board of the Hospice of East Texas and holds board positions with local economic development and public improvement organizations in Tyler, TX. He is also active as a social media content creator. 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 advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, leveraging both in-house and third-party investment resources.
Jana P
Series 66
Tyler, TX
RBC Capital Markets
Jana Philips is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and bringing eight years of industry experience. She has been with RBC Capital Markets since 2015. Prior to her career in finance, she worked at Chili's Bar & Grill for seven years. 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 advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.
Dana F
Series 65, Series 63
Tyler, TX
RBC Capital Markets
Dana Falco is a financial advisor with RBC Capital Markets in Tyler, TX, holding Series 65 and Series 63 designations and bringing 25 years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.
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