Chicago, IL S Wacker Drive Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$280,746,088,986
ClientsTotal clients
275,938
AdvisorsAdvisors at this office
32
Of 3,839 advisors across 402 offices
Location
111 S Wacker Drive, Suite 3200
Chicago IL 60606
Advisors at this office
32
Advisors at this office
Devon E
Series 66
Chicago, IL
RBC Capital Markets
Devon Embery is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Slalom. Outside of his advisory role, he serves as a trustee of a trust in Green Valley, Arizona. 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 with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers alongside integrated capital markets capabilities.
Jordan H
Series 66
Chicago, IL
RBC Capital Markets
Jordan Hoerter is a financial advisor at RBC Capital Markets with six years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he was employed for seven years, and at Associated Bank for nine years. He holds the Series 66 designation. 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 multiple advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
Justin F
CFP®, Series 63, Series 65
Chicago, IL
RBC Capital Markets
Justin Ferdula is a CFP® professional with 24 years of industry experience. He has worked at RBC Capital Markets since 2017 and was previously with Morgan Stanley Smith Barney from 2009 to 2017. He serves on the board of directors for the Ravinia Festival Association, a music festival organization. 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 tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.
Brendon W
Series 63, Series 66
Chicago, IL
RBC Capital Markets
Brendon Ward is a financial advisor with RBC Capital Markets in Chicago, IL, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining RBC Capital Markets in 2019, he worked at TD Ameritrade and Northwestern Mutual, and earlier was involved with Gloriosos Italian Market for three years. 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 provides multiple advisory programs that offer portfolio management, financial planning, custody, and brokerage services, tailored to clients’ risk profiles and utilizing both in-house and third-party managers.
Catherine D
Series 63, Series 66
Chicago, IL
RBC Capital Markets
Catherine Deleeuw is a financial advisor with RBC Capital Markets in Chicago, IL, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she serves as a committee member for Impact Grants Chicago, reviewing grant applications for nonprofits addressing city challenges. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored investment advisory programs with discretionary and non-discretionary management, combining in-house and third-party investment resources.
Donald M
Series 63, Series 66
Chicago, IL
RBC Capital Markets
Donald Metter is a financial advisor with RBC Capital Markets in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at City National Bank and various branches of Morgan Stanley from 2007 to 2019. Outside of his advisory role, he is involved in managing rental property as a sole proprietor. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers multiple advisory programs with tailored portfolio strategies, combining in-house and third-party managers, and features integrated capital-markets and alternative investment capabilities.
Tyler K
Series 66
Chicago, IL
RBC Capital Markets
Tyler Klein is a financial advisor with RBC Capital Markets in Chicago, holding a Series 66 designation and six years of industry experience. His prior work includes roles at City National Bank and Hunzinger Construction Company. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored investment strategies, and integrated financial services.
Donald W
Series 66
Chicago, IL
RBC Capital Markets
Donald Winger is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at The Mather Group for one year. Before entering finance, he spent six years in education at Northwood Middle School and Highland Park High School. 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 and tailors investment strategies through a combination of in-house and third-party managers, with services including portfolio management, financial planning, and brokerage.
George H
Series 66
Chicago, IL
RBC Capital Markets
George Holohan is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has worked at City National Bank since 2019. Holohan serves on the Board of Directors for Embers Academy, a private school for pre-kindergarten through fifth grade. 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 and tailors investment strategies to clients’ risk profiles using a mix of in-house and third-party managers.
Ryan N
Series 63, Series 66
Chicago, IL
RBC Capital Markets
Ryan Nottestad is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services Inc. and City National Bank. Outside of his advisory role, he owns a pond spraying business that manages weed growth in ponds and lakes. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers to implement diversified portfolios.
Michael M
Series 65, Series 63
Chicago, IL
RBC Capital Markets
Michael Mason is a financial advisor with RBC Capital Markets in Chicago, IL, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked with firms including Morgan Stanley and UBS Financial Services, with multiple tenures at RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Benjamin H
Series 63, Series 65
Chicago, IL
RBC Capital Markets
Benjamin Heise is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc. and City National Bank. Outside of his advisory work, Heise rents out his own camper van through Outdoorsy.com. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on each client’s risk profile and utilizes both in-house and third-party investment managers.
Devin G
Series 66
Chicago, IL
RBC Capital Markets
Devin Grayson is a financial advisor at RBC Capital Markets with five years of industry experience and holds a Series 66 designation. Prior to joining RBC in 2026, Devin worked at Lincoln Investment for four years and has held roles at several firms including M1 Holdings Inc and Merrill Edge. RBC Wealth Management serves a diverse client base including 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 clients’ risk profiles and investment preferences.
Cameron F
Series 63, Series 66
Chicago, IL
RBC Capital Markets
Cameron Frazier is a financial advisor at RBC Capital Markets with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining RBC in 2023, he held roles at JPMorgan Chase Bank and J.P. Morgan Securities. He also worked at Urban Grill On Main for five years and studied at the University of Wisconsin - Madison. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients' risk profiles, utilizing both in-house and third-party managers.
Joseph H
Series 63, Series 65
Chicago, IL
RBC Capital Markets
Joseph Holohan is a financial advisor with RBC Capital Markets in Chicago, IL. He holds Series 63 and Series 65 designations and has 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 various wrap fee advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")