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 the Series 66 designation and previously worked at Raymond James Financial Services, Innovative Mounts, and Eye Physicians of Florida. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.

Brooke Stephens is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at firms including City National Bank and The Vanguard Group. Outside of her advisory role, she is involved in non-variable insurance sales. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning services through various advisory programs, integrating in-house and third-party investment managers with options for tax management and responsible investing.

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 at RBC Capital Markets with 24 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Wells Fargo Clearing, and UBS Financial Services. 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 that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

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 at RBC Capital Markets with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2019, following a previous role at Wells Fargo Clearing from 2016 to 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 a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Gina Moore is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. Prior to joining RBC in 2019, she worked at Wells Fargo Clearing from 2016 to 2019. Outside of her advisory work, she serves as secretary and treasurer for The Georgian HOA in Charlotte. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies through multiple advisory programs that incorporate both in-house and third-party managers.

David McClure is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at City National Bank, Wells Fargo Clearing, and UBS Financial Services. McClure serves on the board of directors of First Tee of Greater Charlotte, a local charity. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and corporate clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Russell Mansfield is a CFP® professional with 39 years of experience, currently serving at RBC Capital Markets in Charlotte, NC. His career includes prior roles at City National Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves on the boards of the East Mecklenburg High School Alumni Foundation and the Counseling Center of Charlotte, and he is involved with the Providence Baptist Church Endowment Fund. 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 that incorporate both in-house and third-party managers.

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.