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Matthew M

CFP®, Series 63, Series 66

York, PA

RBC Capital Markets

Matthew Manning II is a CFP® professional with 26 years of experience currently working at RBC Capital Markets. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Outside of his advisory work, Manning serves as an officer and director for the Dallastown Area Educational Foundation and participates in fundraising and wish granting activities with the Make a Wish Foundation. He is also president of a homeowners association, managing budgeting and community matters. 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 that provide portfolio management, financial planning, and brokerage services, utilizing a variety of investment managers and strategies tailored to each client's risk profile.

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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