Bonita Springs, FL Office

Team
Updated today
RBC Capital Markets logo

RBC Capital Markets

Institution

Firm-wide stats for RBC Capital Markets

Total advisors

3,825

Across 402 offices

Clients per advisor

72 Low

Avg AUM per client

$1,017,425 Very High

HNW client ratio

4% Very Low

About

RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base that includes individual investors (both non‑HNW and high‑net‑worth), institutional clients, pension and profit‑sharing plans, corporations, and charitable organizations. It offers multiple wrap fee advisory programs—RBC Advisor, Portfolio Focus, RBC Unified Portfolio, Consulting Solutions, and a Managed Account Program—providing discretionary and non‑discretionary portfolio management, financial planning, custody, and brokerage services.

The firm tailors strategies to each client’s Advisory Risk Profile and implements portfolios through a mix of in‑house and third‑party Investment Managers, Model Providers, and an Overlay Manager (either RBC WM or Envestnet), with choices for rebalancing frequency, tax‑management, and responsible‑investing screens. Program accounts are administered as unified or sleeve‑based structures (RBC UP) and may include fund share‑class conversions, cash sweep options, and alternative investments or annuities as described in the brochure.

RBC’s capital‑markets footprint and affiliated capabilities are notable features: RBC Capital Markets is registered with the CFTC as a futures commission merchant and as a swap firm, the firm’s affiliated asset managers (for example, RBC GAM – U.S. and RBC Rochdale) serve as Investment Managers and Model Providers, and the firm makes alternative investments (including feeder‑fund structures) and pooled vehicles available to clients. The brochure also discloses municipal‑related activities and regulatory matters and describes integrated lending and cash‑sweep arrangements with affiliated banks, all of which are identified as potential conflicts and are disclosed in the firm’s materials.

Based on RBC Capital Markets

Expertise

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management

Based on RBC Capital Markets

Occupation focus

Executive Founder/Business Owner Retired Financial Professional

Based on RBC Capital Markets

Demographic focus

Approaching retirement HENRY (High Earners, Not Rich Yet)

Based on RBC Capital Markets

Location

Bonita Springs FL

Advisors at this office

5

Advisors at this office

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Alfred C

Series 63, Series 65

Bonita Springs, FL

RBC Capital Markets

Alfred Clemens is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining RBC Capital Markets in 2018. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management alongside financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes a combination of in-house and third-party managers with various portfolio and tax 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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Timothy W

Series 63, Series 65

Bonita Springs, FL

RBC Capital Markets

Timothy Woods is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior firms include UBS Financial Services and City National Bank. Outside of his advisory role, he is a committee member of the Father John Foundation and has ownership interests in a hunting farm and thoroughbred horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and access to 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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Martin H

Series 63, Series 65

Bonita Springs, FL

RBC Capital Markets

Martin Hare is a financial advisor with RBC Capital Markets in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes seven years with UBS Financial Services. Outside of his advisory work, he serves as an elected official for a political action committee and holds a board position at the Lizzadro Museum of Lapidary Art; he is also a partner and owner in a homecare business. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment solutions through various advisory programs, employing a mix of in-house and third-party managers, with a notable capital-markets presence and integrated lending 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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Gabrielle C

Series 63, Series 65

Bonita Springs, FL

RBC Capital Markets

Gabrielle Clemens is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at UBS Financial Services Inc, RBC Capital Markets, and City National Bank. Clemens is the author of a book titled *Marriage Is About Love, Divorce is About Money* and contributes monthly articles on divorce-related financial topics to Investment News magazine. She also teaches a freshman Business Law class at Babson College as a part-time visiting instructor. 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 customizable investment strategies that incorporate both in-house and third-party managers, along with services such as financial planning, custody, and brokerage.

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)
user avatar

John L

Series 63, Series 66

Bonita Springs, FL

RBC Capital Markets

John Larsen is a financial advisor with RBC Capital Markets in Bonita Springs, FL, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked with RBC Capital Markets since 2008 and with City National Bank since 2017. 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 multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing 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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