Atlanta, GA Lenox Road Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

44

Of 3,839 advisors across 402 offices

Location

3550 Lenox Road, Suite 1950

Atlanta GA 30326

Advisors at this office

44

Advisors at this office

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Rebecca G

CFP®, Series 66

Atlanta, GA

RBC Capital Markets

Rebecca Glasgow is a CFP®-designated financial advisor at RBC Capital Markets with 21 years of industry experience. She previously worked at UBS Financial Services Inc. for 15 years before joining RBC in 2023. Glasgow serves as an officer on the executive committee of the ESOP Association New South Chapter and is a trustee of the Compromise Quinby Taylor Educational Foundation. 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 RBC’s capital markets and affiliated asset management capabilities.

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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Robert J

CFP®, Series 63, Series 65

Atlanta, GA

RBC Capital Markets

Robert Joyner is a CFP® credentialed financial advisor with 17 years of industry experience. He currently works at RBC Capital Markets, having previously held positions at UBS Financial Services and E*TRADE Securities. 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 investment strategies and combines in-house and third-party management to meet client-specific risk profiles.

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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Jefferson P

Series 63, Series 65

Atlanta, GA

RBC Capital Markets

Jefferson Pace II is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining RBC in 2024, he spent 15 years with UBS Financial Services Inc. 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 tailored portfolio management and financial planning 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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Dianna M

Series 63, Series 66

Atlanta, GA

RBC Capital Markets

Dianna Moore is a financial advisor at RBC Capital Markets in Atlanta, GA, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 15 years before joining RBC in 2023. 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 a variety of advisory programs with tailored investment strategies, combining in-house and third-party managers along with multiple portfolio management features.

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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Dana B

Series 63

Atlanta, GA

RBC Capital Markets

Dana Breland is a financial advisor with RBC Capital Markets based in Atlanta, GA. He holds the Series 63 designation and has 28 years of industry experience, including 25 years at UBS Financial Services before joining RBC in 2023. 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 customized portfolio management and financial planning, utilizing both 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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Robert W

Series 63, Series 65

Atlanta, GA

RBC Capital Markets

Robert Weiland Jr. is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary 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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Christine L

Series 63, Series 65

Atlanta, GA

RBC Capital Markets

Christine Lizaso is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Prior to her current role, she worked for UBS Financial Services Inc. for 15 years and City National Bank for 2 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and customizes investment strategies based on each client's Advisory Risk Profile, 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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Gloria B

Series 66

Atlanta, GA

RBC Capital Markets

Gloria Barajas is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and US Auto Sales Inc. 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 tailored investment strategies implemented through a combination 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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Scott S

Series 66

Atlanta, GA

RBC Capital Markets

Scott Serafin is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at UBS Financial Services Inc. He is co-owner of Graystone Square Investments LLC, a partnership formed to invest in a restaurant. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s capital-markets and affiliated asset management capabilities.

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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Tiffanie S

Series 63, Series 65

Atlanta, GA

RBC Capital Markets

Tiffanie Sojourner is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and UBS Financial Services. 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 a range of advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management and financial planning services.

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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Robin L

Series 63, Series 65

Atlanta, GA

RBC Capital Markets

Robin Long is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at RBC Capital Markets since 2011 and is currently associated with City National Bank. Outside of his advisory role, he owns a rental property. 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 variety of advisory programs with tailored investment strategies implemented through both 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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Christy D

Series 66

Atlanta, GA

RBC Capital Markets

Christy Dryden is a financial advisor at RBC Capital Markets in Atlanta, GA, with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. and 5 Seasons. 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 delivering portfolio management, financial planning, custody, 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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Wayne R

Series 66

Atlanta, GA

RBC Capital Markets

Wayne Rubinas is a financial advisor with RBC Capital Markets in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. He worked at UBS Financial Services Inc. for 17 years before joining RBC Capital Markets in 2023. 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 advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of 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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Gary P

Series 63, Series 66

Atlanta, GA

RBC Capital Markets

Gary Parnaby Jr. is a financial advisor at RBC Capital Markets with 24 years of industry experience. He has held positions at RBC Capital Markets since 2022 and previously worked at Merrill from 2013 to 2021. He holds Series 63 and Series 66 designations and is based in Atlanta, GA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

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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Lauren R

Series 66

Atlanta, GA

RBC Capital Markets

Lauren Riepenhoff is a financial advisor at RBC Capital Markets with 13 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining RBC in 2024. Outside of her advisory role, Lauren works as a grocery delivery driver for Instacart. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized investment strategies and portfolio management solutions.

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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