Frisco, TX Cowboys Way Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

37

Of 3,839 advisors across 402 offices

Location

1 Cowboys Way, Suite 450

Frisco TX 75034

Advisors at this office

37

Advisors at this office

user avatar

Philip H

Series 63, Series 65

Frisco, TX

RBC Capital Markets

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.

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

Jennifer H

Series 66

Frisco, TX

RBC Capital Markets

Jennifer Hansard is a financial advisor with RBC Capital Markets based in Frisco, TX. She holds a Series 66 designation and has seven years of industry experience. Prior to joining RBC in 2025, she worked at Sanctuary Advisors, Sanctuary Securities, Merrill, and Lee Transervices. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers and employing strategies tailored to each client’s 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

Joyce M

Series 63, Series 66

Frisco, TX

RBC Capital Markets

Joyce Miani is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She previously worked at Morgan Stanley Smith Barney for seven years before joining RBC Capital Markets in 2018. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with customizable portfolio management and financial planning 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

Kendall P

Series 63, Series 65

Frisco, TX

RBC Capital Markets

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.

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

John T

Series 66

Frisco, TX

RBC Capital Markets

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.

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

Robert D

Series 66

Frisco, TX

RBC Capital Markets

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.

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

John T

Series 63, Series 65

Frisco, TX

RBC Capital Markets

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.

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

Sherry M

Series 65, Series 63

Frisco, TX

RBC Capital Markets

Sherry Mitterer is a financial advisor with RBC Capital Markets in Frisco, TX. She holds Series 65 and Series 63 designations and has four years of industry experience, including prior roles at Raymond James & Associates and Cambridge Associates. 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 tailored investment strategies implemented through a mix of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management as well as 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

Hannah U

Series 63, Series 65

Frisco, TX

RBC Capital Markets

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.

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

Dusty T

Series 66

Frisco, TX

RBC Capital Markets

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.

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

David K

Series 63, Series 66

Frisco, TX

RBC Capital Markets

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.

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

Takaaki M

Series 65, Series 63

Frisco, TX

RBC Capital Markets

Takaaki Morita is a financial advisor at RBC Capital Markets in Frisco, TX, holding Series 65 and Series 63 licenses. He joined the firm in 2026 after a brief tenure at J.P. Morgan Securities and has no prior industry experience. RBC Wealth Management serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through 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

Cary T

Series 66

Frisco, TX

RBC Capital Markets

Cary Tucker is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he owns Motherboard Ventures, LLC, a software and services company focused on parenting, and provides consulting support to a medical device business owned by a service-disabled veteran. 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, leveraging 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

Parker T

Series 65, Series 63

Frisco, TX

RBC Capital Markets

Parker Thompson is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments. Outside of advisory work, he is a part owner of SWAN LLC, a business involved in real estate investments. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs that incorporate both in-house and third-party investment managers along with various portfolio management and financial planning 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

Terry L

Series 63, Series 65

Frisco, TX

RBC Capital Markets

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.

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 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")