Frisco, TX Cowboys Way Office

Philip Hammitt is a financial advisor with RBC Capital Markets based in Frisco, TX. He holds Series 63 and Series 65 designations and has 32 years of industry experience. His work history includes roles at City National Bank since 2016 and RBC Capital Markets since 2013. 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 and tailors investment strategies to each client’s risk profile, utilizing a combination of in-house and third-party managers.

Joyce Miani is a financial advisor at RBC Capital Markets with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney and Crowell, Weedon & Co. Outside of her advisory role, she is an owner and active participant in a rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Kendall Pfutzenreuter is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Bank of America, N.A. from 2011 to 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory and brokerage services to individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies using a combination of in-house and third-party managers, with options for discretionary and non-discretionary management, tax management, and responsible investing.

John Terry II is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and previously worked at Reddy Ice and Walmart. His background also includes four years at the University of Arkansas. 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 range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Robert Dillenback IV is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. 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 with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers and integrated capital markets capabilities.

John Terry is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes strategies to clients’ risk profiles using a mix of in-house and third-party investment managers.

Sherry Mitterer is a financial advisor at RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations with four years of industry experience. She previously worked at Raymond James & Associates and has held roles in both staffing and accounting firms. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Hannah Ubanoski is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and two years of industry experience. She has held positions at RBC Wealth Management and Ernst & Young, LLP, among others. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Dusty Tripp is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets Corporation since 2008, with prior experience at City National Bank. Outside of his advisory work, he serves as a director for Grayson County Municipal Utility District No. 6. 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 a range of advisory programs delivering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles.

David Ko is a financial advisor at RBC Capital Markets with 28 years of industry experience. He has been with RBC Capital Markets since 2016 and holds the Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s broad capital markets and affiliated asset management capabilities.

Takaaki Morita is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials. He has been with RBC Capital Markets since 2026, following a brief tenure at J.P. Morgan Securities and prior experience in real estate. 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 wrap fee advisory programs tailored to client risk profiles and integrates both in‑house and third‑party investment managers to deliver discretionary and non‑discretionary portfolio management, financial planning, and brokerage services.

Cary Tucker is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory work, he is the owner of Motherboard Ventures, LLC, a software and services company focused on parenting, and also serves as a consultant for a service-disabled veteran-owned medical device business. 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 that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Parker Thompson is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments. Outside of his advisory role, he is a part owner of SWAN LLC, a business involved in providing investment capital for real estate ventures. RBC Wealth Management serves a diverse client base, offering advisory and brokerage services tailored to individual and institutional needs. The firm uses a blend of in-house and third-party investment managers and provides various portfolio management programs along with access to alternative investments and integrated financial solutions.

Terry Lee is a financial advisor at RBC Capital Markets with 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the Board of Directors of Merrell Road Cemetery. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable investment strategies.

Todd Pace is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior experience includes roles at Raymond James Financial, LPL Financial, and Mutual of Omaha. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and offers a range of portfolio customization options, including tax management and responsible-investing screens.