Naples, FL Laurel Oak Drive Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

13

Of 3,838 advisors across 404 offices

Location

800 Laurel Oak Drive, Suites 500 & 600

Naples FL 34108

Advisors at this office

13

Advisors at this office

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Peter O

Series 63, Series 65

Naples, FL

RBC Capital Markets

Peter Opp is a financial advisor with RBC Capital Markets in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Merrill (28 years), Bank of America (10 years), and City National Bank. Outside of finance, he serves as a committee member for Full Swing Consulting, a golf event consulting organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory services through a range of programs utilizing in-house and third-party investment managers, 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)
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Donald D

Series 63, Series 65

Naples, FL

RBC Capital Markets

Donald Devitto is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and City National Bank. Outside of his advisory role, he manages short-term rental properties in Florida and New York. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers advisory programs with tailored portfolio management and financial planning services, utilizing a combination 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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Glen S

Series 66

Naples, FL

RBC Capital Markets

Glen Schwesinger 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 since 2019, following an 11-year tenure at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies based on 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)
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Michael L

Series 63, Series 65

Naples, FL

RBC Capital Markets

Michael Langlois is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Merrill. 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 multiple advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services with tailored strategies that incorporate 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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Michael G

Series 66

Naples, FL

RBC Capital Markets

Michael Gambino is a financial advisor with RBC Capital Markets in Naples, FL, holding a Series 66 designation and two years of industry experience. His prior experience includes four years at Merrill and roles at Florida Gulf Coast University and the Bonita Springs Community Pool. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and offers a range of advisory programs that include portfolio management, 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)
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Bradley W

Series 63, Series 65

Naples, FL

RBC Capital Markets

Bradley Wheelock is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, providing comprehensive portfolio management, 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)
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Marilyn B

Series 63, Series 65

Naples, FL

RBC Capital Markets

Marilyn Black is a financial advisor at RBC Capital Markets with 22 years of industry experience. She has held positions at Stifel Nicolaus, Wells Fargo Clearing, and Wells Fargo Advisors before joining RBC Capital Markets in 2018. Outside of her advisory work, she owns Stars and Stripes Farm, LLC, a horse breeding and sales business, and serves on the Driven Women Event Planning Committee for the Porsche Club of America Chicago Region. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers advisory and brokerage services tailored to client risk profiles, utilizing both in-house and third-party investment managers and providing various program structures and specialized investment options.

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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Allison K

Series 66

Naples, FL

RBC Capital Markets

Allison Krider is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Her prior roles include positions at Hibernian Insights, Passim Consulting, and NCH Healthcare System. She serves on the board of directors for the nonprofit Collier Resource Center and is a passive owner of two aquaculture-related businesses. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both 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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Jeffrey H

Series 63, Series 65

Naples, FL

RBC Capital Markets

Jeffrey Hyman is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, First Republic Investment Management, and City National Bank. He serves as Vice President for the local Naples chapter of Legatus, a charitable organization. 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 range of advisory programs with customizable portfolio management and planning 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)
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Gordon E

Series 66

Naples, FL

RBC Capital Markets

Gordon Erikson Jr. is a financial advisor with RBC Capital Markets in Naples, FL, holding a Series 66 designation and 25 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, Erikson serves on the boards of the Maine Children’s Cancer Program and Partners for World Health, and he is the treasurer for the Colonial Club in Naples, providing financial oversight and budgeting support. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes both in-house and third-party investment managers and integrates capital markets capabilities to provide a broad range of investment solutions.

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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Kathleen E

Series 66

Naples, FL

RBC Capital Markets

Kathleen Estrem is a financial advisor with RBC Capital Markets in Naples, FL, holding a Series 66 credential and six years of industry experience. She has worked at CITY NATIONAL BANK and RBC Capital Markets since 2020. Outside of her advisory role, Estrem is a licensed real estate agent in Florida and an independent consultant for Arbonne International LLC, sharing health and wellness products on a limited basis. 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 employs tailored investment strategies utilizing both 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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Linda N

Series 63, Series 65

Naples, FL

RBC Capital Markets

Linda Natale is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2012. 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 wrap fee advisory programs and implements customized portfolios through a combination of in-house and third-party investment managers 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)
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Michael B

Series 63, Series 65

Naples, FL

RBC Capital Markets

Michael Busick is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Merrill, Bank of America, and City National Bank. Outside of his advisory work, he is involved as a trustee and owner in several family trusts and LLCs, including owning hunting and farm land. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

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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