Annapolis, MD Towne Centre Blvd Office

Keith Lanzoni is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. Outside of finance, Lanzoni is a self-employed musician and serves as a board member of the Annapolis Pickleball Club, where he advises on club programs and events. He also provides private pickleball instruction. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs that combine in-house and third-party investment management with tailored portfolio strategies.

Daniel Phelan is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he teaches investment and retirement planning classes at College of Southern Maryland as a non-credit adult education instructor. 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 range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on each client’s risk profile and utilizing both in-house and third-party investment managers.

Christopher Swatta is a financial advisor at RBC Capital Markets with 13 years of industry experience and holds a Series 66 credential. He has been with RBC Capital Markets since 2012 and also works with City National Bank. Outside of his advisory role, he is an active partner in an investment farm operation in Annapolis, Maryland. 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 provides customized portfolio management and financial planning services through a variety of advisory programs that utilize both in-house and third-party investment managers.

Michael Byrne is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of fee-based advisory programs with tailored portfolio management strategies implemented through both in-house and third-party managers.

Mitchell Haugh is a financial advisor at RBC Capital Markets with a Series 66 designation and has less than one year of industry experience. Prior to joining RBC Capital Markets, his background includes roles at Pennsylvania State University and various other employers. 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 a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Christopher Swatta is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. 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 that incorporate both in-house and third-party managers, along with multiple portfolio management and financial planning services.

Stephanie Latta is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63, 65, and 66 licenses. She has 26 years of industry experience, including prior work at Morgan Stanley Smith Barney. RBC Wealth Management serves a wide range of clients, including individual investors and institutions, offering advisory and brokerage services with customizable portfolio management and financial planning solutions.

Patricia Baum is a financial advisor at RBC Capital Markets with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, also working with City National Bank since 2017. Baum serves on the Board of Directors for the Baltimore Community Foundation, where she chairs the investment committee, and is a board member of the Rosa Parks Museum. She is president of the Charles C. Baum Foundation, a family charitable organization focused on community grants. 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 portfolio management and advisory services, combining in-house and third-party investment resources with options for tax management and responsible investing.

Margaret Jackson is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Thomas Ofarrell is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Lynda Hiller is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Joan Livingston is a financial advisor at RBC Capital Markets with 26 years of industry experience. She has worked at RBC Capital Markets since 2021 and previously spent 18 years at Merrill and two years at UBS Financial Services. Outside of her advisory role, she teaches yoga and meditation, including classes at a local public library. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base comprising individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Travis Regier is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Deutsche Bank Securities Inc. from 2000 to 2003. 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 tailored investment strategies across multiple advisory programs with a broad range of portfolio management and financial planning services.

Stephen Owen III is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Anthony Bonacci is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Merrill prior to joining RBC and City National Bank. Outside of his advisory work, he is the president and sole member of Gone Phishin', LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering various wrap fee advisory programs with tailored investment strategies and integrated services.