Bangor, ME Water Street Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

9

Of 3,838 advisors across 404 offices

Location

23 Water Street, Suite 303

Bangor ME 04401-6373

Advisors at this office

9

Advisors at this office

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Donald M

Series 63, Series 66

Bangor, ME

RBC Capital Markets

Donald Mitchell is a financial advisor with RBC Capital Markets in Bangor, ME, holding Series 63 and Series 66 licenses and over 34 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he is a passive owner of a self-storage business in Portland, Maine. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored portfolio strategies that include various investment managers, rebalancing options, and alternative investments.

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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Lisa C

Series 63, Series 65

Bangor, ME

RBC Capital Markets

Lisa Cherry is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at both RBC Capital Markets since 2015 and City National Bank since 2019. 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 investment strategies implemented through in-house and third-party managers, providing a range of portfolio management, financial planning, and brokerage 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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Jane H

Series 66

Bangor, ME

RBC Capital Markets

Jane Hewes is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. Outside of her advisory work, she is an officer at Hewes Custom Fiberglass, a boat repair and building business. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies implemented through a mix 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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Jevon O

Series 66

Bangor, ME

RBC Capital Markets

Jevon Owens is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2016. 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 a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through a mix of in-house and third-party managers and investment options.

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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Logan S

Series 66

Bangor, ME

RBC Capital Markets

Logan Shannon is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at The County Federal Credit Union and the New Balance Recreation Center. 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 multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services 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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Parker S

Series 66

Bangor, ME

RBC Capital Markets

Parker Sanderson is a financial advisor with RBC Capital Markets in Bangor, ME, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at Cetera, First National Bank, and Morgan Stanley. 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 offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, 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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Matthew S

Series 66

Bangor, ME

RBC Capital Markets

Matthew Shannon is a financial advisor with RBC Capital Markets in Bangor, ME, holding a Series 66 designation and 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory 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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Mark E

CFP®, Series 63, Series 66

Bangor, ME

RBC Capital Markets

Mark Erhardt is a CFP® professional with 28 years of industry experience, currently serving at RBC Capital Markets in Bangor, ME. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies based on client risk profiles, 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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Kent S

Series 63, Series 65

Bangor, ME

RBC Capital Markets

Kent Salfi is a financial advisor with RBC Capital Markets in Bangor, ME, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining RBC in 2022, he worked at Wells Fargo Clearing Services LLC from 2017 to 2022 and Questar Capital Corporation from 2013 to 2017. He is the sole owner of KDS Capital, LLC, a non-investment-related business that receives trail commissions. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles, 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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