Julie Lynch is a financial advisor at RBC Capital Markets with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2008. 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 tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for discretionary and non-discretionary portfolio management.

Jacqueline Milowe is a financial advisor with RBC Capital Markets, LLC, holding CFP® and Series 63 and 66 credentials, and has 10 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously at Foresters Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Timothy Waas is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining RBC in 2026, he worked at various Wells Fargo affiliates from 2015 to 2026. Outside of his advisory role, he also works as a rideshare driver with Uber. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers.

Judith Taras is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at RBC Capital Markets since 2009 and has also been with City National Bank since 2018. Taras serves on the board of directors for Vineyard Havens, a nonprofit that supports the psychological and respite needs of cancer patients. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with customizable strategies and access to in-house and third-party investment managers, alongside features such as tax management and responsible investing options.

Peter Gill is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC, Bernstein Institutional Services LLC, and City National Bank. Gill serves on the Boston event committee for Toast to St. Jude, an annual fundraiser supporting St. Jude Children's Research Hospital. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to individual and institutional clients through multiple advisory programs, offering portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Angelina Milenevsky is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Andrew Heald is a financial advisor at RBC Capital Markets with 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the board of trustees for the Infant Toddler Children's Center and is the treasurer for the Merriam School PTO. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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 in-house and third-party managers, supported by the firm's capital-markets and affiliated asset management capabilities.

Carla Loarte is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Stephen Berube is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined seven years at each firm and three years at Clearing. 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 advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Edward Griswold is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he owns a rental property, specifically his mother's townhouse in Connecticut. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Tyler Cain is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has worked previously at Thrivent Financial and Union Mutual of Vermont Companies. Outside of finance, he has a background that includes work with the United States Tennis Association New England. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, along with various portfolio management options.

William Moreth is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with RBC Capital Markets since 2016 and previously worked at Stifel for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management, financial planning, and custody services, utilizing both in-house and third-party managers to customize investment strategies.

Henry Gill is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been with RBC Capital Markets since 2008 and concurrently with City National Bank since 2018. Outside of his advisory work, he is a passive owner and inactive partner in BEACON ANGELS, an angel investing business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management and financial planning services, implementing customized strategies through a combination of internal and third-party managers.

Juliette Maloberti is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked at UBS Financial Services and has a diverse background including roles in the brewing industry and retail. 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 with tailored investment strategies using a mix of in-house and third-party managers, incorporating options for tax management and responsible investing.

Eric Burt is a financial advisor at RBC Capital Markets with Series 63 and Series 66 credentials and 42 years of industry experience. He has previously worked at City National Bank, Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Burt serves on the board of the Dover Sherborn Education Fund and is involved with the University of Vermont Foundation, Waypoint Adventure, and Pilgrim Church Pastoral Relations. 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 investment programs combining in-house and third-party managers with various portfolio management and advisory services.

Zachary Albert is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2016 and City National Bank since 2019. Outside of his advisory role, he operates a photography business and volunteers as a financial management mentor. He also serves on the finance committee and as a trustee for Hebrew Senior Life. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm uses a combination of in-house and third-party investment managers and emphasizes customizable strategies based on each client’s risk profile.

Harvey Albert is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 65 credentials and over 47 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has a role at City National Bank since 2019. Outside of his advisory work, he serves as an officer and treasurer on the board of directors of Temple Emeth, a religious organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party managers.

Amelia Churchill is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of experience in the industry. Before joining RBC, she worked at KP Law, P.C. and several other legal and educational organizations. She has experience that includes both legal and educational roles. 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 with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Timothy Heald is a financial advisor with RBC Capital Markets, holding a Series 63 designation and bringing 19 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored strategies, combining in-house and third-party investment managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.