Dallas, TX Crescent Court 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

100 Crescent Court, Suite 1500

Dallas TX 75201-1871

Advisors at this office

46

Advisors at this office

user avatar

Kelsey H

Series 66

Dallas, TX

RBC Capital Markets

Kelsey Hensen is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at RBC Wealth Management, Kingland Systems, and involvement with Ankeny Golf and Country Clubs. She was also a full-time student at Iowa State University until 2022. 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 customized portfolio management and financial planning, utilizing 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)
user avatar

Mark J

Series 66

Dallas, TX

RBC Capital Markets

Mark Johnston is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2008, along with prior experience at AllianceBernstein L.P. from 2002 to 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by comprehensive capital markets and affiliated asset management capabilities.

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

Cole C

Series 66

Dallas, TX

RBC Capital Markets

Cole Cammack is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. His previous roles include positions at City National Bank, Lifeblue, Inc, and CrateBind, LLC. Outside of his advisory work, he is the sole proprietor of CGC Creative, a business focused on client communications and project management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients from individual investors to institutions and offers various advisory programs tailored to clients’ risk profiles. The firm employs a combination of in-house and third-party managers to implement diversified investment strategies with options for tax management and responsible investing.

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

Travis M

Series 63, Series 66

Dallas, TX

RBC Capital Markets

Travis Moss is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked for Stifel Nicolaus & Co Inc for 10 years before joining RBC in 2026. Outside of his advisory role, he manages a hunting lease through MOSS HUNT LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs and customizes investment strategies using both in-house and third-party managers, combining discretionary and non-discretionary portfolio management with 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)
user avatar

Kyle C

Series 66

Dallas, TX

RBC Capital Markets

Kyle Clift is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2019. 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 multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management along with financial planning and custody 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)
user avatar

Kristen G

Series 63, Series 65

Dallas, TX

RBC Capital Markets

Kristen Gunaca is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and comprehensive financial 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)
user avatar

Graham G

Series 66

Dallas, TX

RBC Capital Markets

Graham Glosser is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with five years of industry experience. Before joining RBC Capital Markets in 2021, he worked for Matador Resources Company from 2014 to 2021. He is also a partner in a family partnership, Jabez Partners Ltd. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

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

Lindsey V

Series 63, Series 65

Dallas, TX

RBC Capital Markets

Lindsey Vickers is a financial advisor at RBC Capital Markets with nine years of industry experience. Prior to joining RBC in 2017, Lindsey worked at AXA Advisors and McElvain Oil Company. Lindsey holds Series 63 and Series 65 licenses. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and financial planning through multiple advisory programs. The firm leverages both in-house and third-party investment resources and provides a range of portfolio administration options tailored to client needs.

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

Thomas E

Series 63, Series 65

Dallas, TX

RBC Capital Markets

Thomas Eades is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 designations and possessing 46 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of internal and third-party investment managers, leveraging its capital markets capabilities and affiliated asset management 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)
user avatar

James K

CFP®, Series 63

Dallas, TX

RBC Capital Markets

James Koestner is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2020. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as president of the Dallas Park Cities Lions Club, leading community service activities focused on children's eye care and local events. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to individual and institutional clients. The firm offers a variety of fee-based programs with portfolio management tailored to clients’ risk profiles, incorporating 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)
user avatar

Shawn E

Series 63, Series 65

Dallas, TX

RBC Capital Markets

Shawn Ezzo is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining RBC in 2026, he spent a decade at Stifel Nicolaus & Co Inc and was involved with Class Act School Packs, LLC for 15 years. RBC Wealth Management serves a wide range of clients, from individual investors to institutions, offering various advisory programs that provide discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm uses tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset 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)
user avatar

Shari L

Series 63, Series 66

Dallas, TX

RBC Capital Markets

Shari La Fleur is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with RBC Capital Markets since 2012, with a brief tenure at Wells Fargo Clearing. 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 with customizable portfolio management options, integrating in-house and third-party investment resources to tailor strategies based on 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)
user avatar

Kevin C

Series 63, Series 65

Dallas, TX

RBC Capital Markets

Kevin Clift is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a combined ten years. Outside of his advisory work, he is involved in several real estate-related activities, including ownership and maintenance of rental and investment properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment advisory programs utilizing both in-house and third-party managers, with options for discretionary and non-discretionary portfolio management, financial planning, and a variety of specialized 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)
user avatar

Donald K

Series 63, Series 66

Dallas, TX

RBC Capital Markets

Donald Kinsey is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Stifel Nicolaus & Co Inc for ten years. Outside of his advisory role, he serves on the board of Kinsey Entertainment in Heath, TX. 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 tailored portfolio strategies and access to 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)
user avatar

Michelle C

Series 63, Series 65

Dallas, TX

RBC Capital Markets

Michelle Calabro is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, including a role at City National Bank since 2021. 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 various advisory programs with customized portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

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)
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)