Bedford, NH Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

15

Of 3,839 advisors across 401 offices

Location

6 Bedford Farms Drive, Suite 109

Bedford NH 03110

Advisors at this office

15

Advisors at this office

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Mary Ellen C

Series 63, Series 66

Bedford, NH

RBC Capital Markets

Mary Ellen Cronin is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as a notary public and a justice of the peace in New Hampshire. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, custody, 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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Barbara L

CFP®, Series 63, Series 66

Bedford, NH

RBC Capital Markets

Barbara Letvinchuk is a CFP® professional with 39 years of experience, currently affiliated with RBC Capital Markets. She has worked at City National Bank since 2019 and has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves on the Board of Trustees for The Palace Theatre, a community theatre in Manchester, NH, and is a school board member at St. Catherine’s School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs. The firm offers tailored investment strategies utilizing both in-house and third-party managers, with a range of 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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Alexander L

Series 66

Bedford, NH

RBC Capital Markets

Alexander Letvinchuk is a financial advisor at RBC Capital Markets with Series 66 registration and five years of industry experience. His prior work includes roles at City National Bank, Uber Technologies, Yelp Inc, and The North Face. 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 various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary 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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Keith M

Series 66

Bedford, NH

RBC Capital Markets

Keith Mc Ewen is a financial advisor at RBC Capital Markets in Nashua, NH, holding a Series 66 designation with six years of industry experience. He previously worked at State Street Bank & Trust and Olympia Moving and Storage. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile and 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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Susan N

Series 63, Series 66

Bedford, NH

RBC Capital Markets

Susan Natsios is a financial advisor at RBC Capital Markets with 32 years of industry experience. She has held her current position since 2010. Her credentials include Series 63 and Series 66 registrations. 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 tailored investment strategies implemented through a combination of in-house and third-party managers, supported by comprehensive 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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Kimberly S

Series 63, Series 66

Bedford, NH

RBC Capital Markets

Kimberly Snow Lawlor is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2019 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with options for portfolio customization 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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Matthew W

Series 63, Series 65

Bedford, NH

RBC Capital Markets

Matthew Williams is a financial advisor with RBC Capital Markets in Nashua, NH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with 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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Amy D

Series 63, Series 66

Bedford, NH

RBC Capital Markets

Amy Dunn is a financial advisor with RBC Capital Markets in Bedford, NH, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with RBC Capital Markets since 2008. 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 multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, 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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Richard I

CFP®, Series 63, Series 65

Bedford, NH

RBC Capital Markets

Richard Iannacone is a CFP® with 52 years of industry experience, currently affiliated with RBC Capital Markets since 2008. He holds Series 63 and Series 65 licenses and is based in Nashua, NH. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management. The firm employs tailored investment strategies through a combination of in-house and third-party managers, supported by a broad range of financial planning, custody, 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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Caitlyn M

Series 66

Bedford, NH

RBC Capital Markets

Caitlyn Miano is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services Inc. and Boston Private Bank and Trust Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, custody, and brokerage services using 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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Sean L

Series 66

Bedford, NH

RBC Capital Markets

Sean Lynch is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2008. Lynch has served on the boards of charitable organizations including the Aria Covey Foundation and FeedNH, and he is a committee member with the Scouts of New Hampshire. 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 advisory programs combining in-house and third-party investment management with a range of portfolio 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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Thomas L

Series 63, Series 65

Bedford, NH

RBC Capital Markets

Thomas Lynch is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. In addition to his advisory role, he serves on the board of directors for Salem Haven Nursing Home, a nonprofit long-term care facility. 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 featuring 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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Joshua W

Series 63, Series 65

Bedford, NH

RBC Capital Markets

Joshua Wright is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining RBC Capital Markets in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the board of directors for the Manchester Development Corporation, focusing on economic growth planning in Manchester, NH. RBC Wealth Management provides services to individual investors, institutions, pension plans, corporations, and charitable organizations, offering tailored investment strategies through a range of advisory programs and portfolio management 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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Robert B

Series 66

Bedford, NH

RBC Capital Markets

Robert Boulanger is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

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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Leigh R

Series 66

Bedford, NH

RBC Capital Markets

Leigh Richardson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he is employed at Monadnock Oil and Vinegar Co., LLC, where he works in sales. 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 multiple advisory programs with tailored portfolio management strategies and access to 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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