Charlotte, NC Fairview Road Office

James Moore Jr. is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory work, he serves as a youth basketball referee for recreational and church league games for ages 8 to 18. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with tailored portfolio management and planning services, utilizing both in-house and third-party investment managers.

Kelly Hughes is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at RBC Capital Markets since 2017 and was previously with Voya Financial Advisors from 2014 to 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers to implement portfolios.

David Teague is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, he holds a 20% ownership in a family real estate business, Happy's Way, LLC, where he manages properties and negotiates sales. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning through a variety of advisory programs and a combination of in-house and third-party investment managers.

Dyllan Kirkpatrick is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2019. Prior to this, he was employed at Raymond James Financial Services for two years and has experience in healthcare and business settings. 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 combining discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s Advisory Risk Profile.

Mark Preston is a CFP® certificant with 13 years of industry experience. He is currently with RBC Capital Markets and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Outside of financial advising, he is a partner in Low Mountain Pine, LLC, a distribution business focused on packaging, distribution, and logistics. 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 customizable portfolio management and integrates both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Brooke Stephens is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including City National Bank and The Vanguard Group. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies that incorporate both in-house and third-party managers, offering a range of advisory and portfolio management programs.

Joshua Frieze is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill, Empower Financial Services, and Empower Advisory Group before his current role. 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, financial planning, and brokerage services tailored to each client's risk profile.

Jared Smith is a financial advisor with RBC Capital Markets in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a range of investment managers and customizable portfolio options.

Erika Fournier is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Merrimack County Savings Bank. Outside of finance, she has experience in the retail sector, having worked at Orange Leaf Frozen Yogurt. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers to tailor strategies based on each client's risk profile.

Liz Corriher is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 66 licenses. She has 36 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management serves a diverse client base—including individual investors, institutional clients, and charitable organizations—offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a tailored investment approach using both in-house and third-party managers, supported by RBC’s broad capital-markets capabilities.

Gina Moore is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as secretary and treasurer for The Georgian HOA in Charlotte, NC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

David McClure is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. He serves on the Board of Directors for the First Tee of Greater Charlotte, a local charity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory programs utilizing both in-house and third-party investment managers and emphasizes customized strategies based on client risk profiles.

Russell Mansfield is a CFP® professional with 38 years of industry experience, currently with RBC Capital Markets in Charlotte, NC. He has worked at RBC Capital Markets since 2009 and also serves at City National Bank since 2020. Mansfield is a member of the board of directors for the East Mecklenburg High School Alumni Foundation and the Counseling Center of Charlotte, and is involved with the Providence Baptist Church Endowment Fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Gregory Jorgensen is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at City National Bank and RBC Capital Markets. He serves on the Board of Directors for Coastal Capital Markets. 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 that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.