Eugene, OR Oak Street Office

Team
Updated today
RBC Capital Markets logo

RBC Capital Markets

Institution

Firm-wide stats for RBC Capital Markets

Total advisors

3,831

Across 409 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

975 Oak Street, Suite 975

Eugene OR 97401-3131

Advisors at this office

10

Advisors at this office

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Ryan D

Series 66

Eugene, OR

RBC Capital Markets

Ryan Dwyer is a financial advisor at RBC Capital Markets with 21 years of industry experience and holds a Series 66 designation. He previously worked at Nuveen Investments, LLC and City National Bank. Outside of his advisory role, Dwyer is involved with charitable organizations, serving on the board of the Michael J. Dwyer Foundation, where he helps organize a yearly golf tournament fundraiser, and as an at-large member of the Open Door Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies implemented through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, 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)
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Geoffrey H

Series 63, Series 66

Eugene, OR

RBC Capital Markets

Geoffrey Hughes is a financial advisor with RBC Capital Markets in Eugene, OR, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. 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 that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and 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)
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William H

Series 66

Eugene, OR

RBC Capital Markets

William Harbert is a financial advisor with RBC Capital Markets in Eugene, OR, holding a Series 66 designation and three years of industry experience. Prior to his financial services career, he served ten years with the Springfield Police Department. He has been with RBC Capital Markets since 2021 and also worked at City National Bank. 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 a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ 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)
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Garrett N

Series 66

Eugene, OR

RBC Capital Markets

Garrett Nehl is a financial advisor with RBC Capital Markets in Eugene, OR, holding a Series 66 designation and eight years of industry experience. He has worked at RBC Capital Markets since 2017 and City National Bank since 2018. Outside of his advisory role, Nehl serves as the 2025 Auction Chair for Saint Paul Catholic School, a volunteer position involving event planning and sponsorship management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, with investment strategies tailored to clients’ 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)
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Stephen W

Series 63, Series 65

Eugene, OR

RBC Capital Markets

Stephen Watkins is a financial advisor with RBC Capital Markets in Eugene, Oregon, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with a range of advisory programs and portfolio management services. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital-markets 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)
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Brooke J

CFP®, Series 63, Series 66

Eugene, OR

RBC Capital Markets

Brooke Johnsen is a CFP® certified financial advisor with 22 years of industry experience. She is currently with RBC Capital Markets and has previously worked at Merrill and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charities. The firm offers tailored portfolio management and advisory services through various programs utilizing 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)
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Emil S

Series 66

Eugene, OR

RBC Capital Markets

Emil Smith is a financial advisor at RBC Capital Markets in Eugene, OR, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Greenscape, 2Towns Beverage, King Estate Winery, and Deployed Logix. 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 a range of advisory programs with customizable investment strategies implemented through 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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Crockett S

Series 63, Series 66

Eugene, OR

RBC Capital Markets

Crockett Stearns is a financial advisor at RBC Capital Markets in Eugene, OR, with 10 years of industry experience. He previously worked at Wells Fargo Clearing and FIDELITY Brokerage Services LLC. Outside of advisory work, he also works as a Lyft driver. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management services, 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)
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Gary S

Series 63, Series 65

Eugene, OR

RBC Capital Markets

Gary Smith is a financial advisor with RBC Capital Markets in Eugene, Oregon, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing 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

Terry B

Series 63, Series 65

Eugene, OR

RBC Capital Markets

Terry Burgess is a financial advisor with RBC Capital Markets in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Burgess and his wife own and actively manage McKenzie Oasis, a business that includes an Airbnb, wedding venue, and grape growing operation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing 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)
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