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Daniel P
CFP®, Series 63, Series 65
Vienna, VA
RBC Capital Markets
Daniel Price is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. Prior to joining RBC in 2025, he worked at Truist Advisory Services and BB&T Securities. RBC Wealth Management serves individual investors, institutional clients, and various organizations, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Sean K
Series 66
Vienna, VA
RBC Capital Markets
Sean Keller is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and two years of industry experience. His background includes work with Hartz Plumbing, LLC, where he assists with materials and inventory on an as-needed basis. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s Advisory Risk Profile.
William S
Series 63, Series 65
Vienna, VA
RBC Capital Markets
William Smart is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he manages a family-owned property in Solana Beach, CA. 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 multiple advisory programs tailored to clients’ risk profiles and implements portfolios through a combination of in-house and third-party managers, providing services such as portfolio management, financial planning, and brokerage.
Carly K
Series 66
Vienna, VA
RBC Capital Markets
Carly Kacvinsky is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has worked at firms including Truist Investment Services and BB&T Securities. Prior to her financial services career, she was affiliated with Liberty University for four years. RBC Wealth Management serves a diverse client base, offering advisory and brokerage services through multiple wrap fee programs. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party investment managers to implement portfolios.
Seth M
CFA®, Series 66
Vienna, VA
RBC Capital Markets
Seth Miller is a CFA® charterholder with 19 years of industry experience, currently serving at RBC Capital Markets in Vienna, VA. He has been with RBC Capital Markets since 2009 and also worked at City National Bank from 2018 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.
David H
Series 63, Series 65
Vienna, VA
RBC Capital Markets
David Haring is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing both in-house and third-party investment managers.
Julian Lawrence M
Series 66
Vienna, VA
RBC Capital Markets
Julian Lawrence Manolio is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and offers access to in-house and third-party managers, along with options for tax management and responsible investing.
Margaret N
CFP®, Series 63, Series 65
Vienna, VA
RBC Capital Markets
Margaret Nolan is a CFP® with 42 years of industry experience, currently affiliated with RBC Capital Markets. She has been with RBC Capital Markets Corporation since 2009 and concurrently with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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 customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.
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