Germantown, TN Poplar Avenue Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

10

Of 3,839 advisors across 401 offices

Location

6815 Poplar Avenue, Suite 210

Germantown TN 38138

Advisors at this office

10

Advisors at this office

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Nathan H

Series 63

Germantown, TN

RBC Capital Markets

Nathan Hooker is a financial advisor at RBC Capital Markets with 29 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the board of directors of Ridgeway Country Club in Germantown, Tennessee. 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 a range of advisory programs and employs tailored 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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Christopher H

CFP®, Series 63, Series 65

Germantown, TN

RBC Capital Markets

Christopher Hebert is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets, having joined in 2023 following prior roles at Cetera and Shoemaker Financial. Outside of his advisory work, Hebert volunteers as a youth baseball coach for the Germantown Rays 11U team. 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 tailored portfolio management and financial planning services through multiple advisory programs that utilize 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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Stephen A

Series 63, Series 65

Germantown, TN

RBC Capital Markets

Stephen Anderson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets and has previously worked at Cetera, Shoemaker Financial, Securian Financial Services, Minnesota Life Insurance, and Raymond James & Associates. Anderson serves on the board of Bodine School in Germantown, TN. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory and brokerage services to individual and institutional clients, including portfolio management and financial planning. The firm uses tailored investment strategies involving both in-house and third-party managers and offers integrated capital markets and lending 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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Henry F

Series 66, Series 65, Series 63

Germantown, TN

RBC Capital Markets

Henry Fyfe III is a financial advisor with RBC Capital Markets in Germantown, TN, holding Series 66, 65, and 63 licenses. He has 39 years of industry experience, including 25 years at Duncan Williams, Inc., followed by roles at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management before joining RBC Capital Markets in 2024. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s 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)
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Michael Z

Series 63, Series 65

Germantown, TN

RBC Capital Markets

Michael Zachry is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as a committee member for his neighborhood homeowners association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with personalized portfolio management and integrates a variety of investment managers and 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)
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Jessica D

Series 63

Germantown, TN

RBC Capital Markets

Jessica Dowell is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 15 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is an independent consultant for a skincare product company. 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 with customized investment strategies implemented through 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)
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Shepard F

Series 63, Series 65

Germantown, TN

RBC Capital Markets

Shepard Fargotstein is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James and Associates for nine years. He serves on the Memphis Civilian Law Enforcement Review Board and volunteers on the Police Advisory Review Committee for the City of Memphis. RBC Wealth Management, a division of RBC Capital Markets, offers advisory programs to individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm customizes investment strategies based on client risk profiles and utilizes a range of in-house and third-party managers alongside 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)
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Frank L

Series 66

Germantown, TN

RBC Capital Markets

Frank Lequerica is a financial advisor with RBC Capital Markets in Germantown, Tennessee. He holds a Series 66 designation and has 12 years of industry experience, including prior roles at Cetera, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile through 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)
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Charles C

Series 63, Series 65

Germantown, TN

RBC Capital Markets

Charles Cannon is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and 48 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a trustee for family trusts and holds a minority ownership interest in a family farm in Memphis, Tennessee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and access to both in-house and third-party managers, along with a range of 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)
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William A

CFP®, Series 63, Series 66

Germantown, TN

RBC Capital Markets

William Abraham is a CFP® with 30 years of experience in financial advisory roles. He is currently with RBC Capital Markets, having joined in 2023, and previously worked at Wells Fargo in various capacities from 2009 to 2023. He serves as a committee member at the Church of the Holy Spirit in Memphis, where he participates in discussions regarding parish finances. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs focused on discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of internal 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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