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Matthew M

CFP®, Series 63, Series 66

York, PA

RBC Capital Markets

Matthew Manning II is a CFP®-designated financial advisor at RBC Capital Markets with 25 years of industry experience. He has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. Outside of his advisory work, he serves as an officer and director of the Dallastown Area Educational Foundation, a committee member of the Make a Wish Foundation, and president of the Townes at Bayshore Village Homeowners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies executed through a blend of in-house and third-party managers.

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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Corbin C

Series 66

York, PA

RBC Capital Markets

Corbin Chevaux is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 credential and previously worked at Equitable Advisors, LLC, RKL eSolutions, and held various roles connected to Shippensburg University and other organizations. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

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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Denise P

Series 63, Series 66

York, PA

RBC Capital Markets

Denise Potter is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2012. She also serves on the board of directors for Olivia's House, a nonprofit organization in York, Pennsylvania. 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 portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

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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