Palm Beach Gardens, FL Pga Blvd Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

33

Of 3,839 advisors across 403 offices

Location

3801 Pga Blvd, Suite 801

Palm Beach Gardens FL 33410-2757

Advisors at this office

33

Advisors at this office

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Cole R

Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Cole Rowsell is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL. He holds a Series 66 designation and has three years of industry experience, including prior roles at LPL Financial and Silver Edge Financial Group. His background also includes work in the golf and retail sectors and time spent at Florida Gulf Coast University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients from individual investors to institutions and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate third-party managers, tax management, and responsible investing 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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Telby T

Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Telby Turner is a financial advisor with RBC Capital Markets, holding a Series 66 designation and over 20 years of industry experience. He has worked at RBC Capital Markets since 2014 and at City National Bank since 2016. Outside of his advisory role, Turner serves on the board of the Palm Beach Tax Institute and volunteers as a financial literacy speaker at Dwyer High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofit organizations. The firm offers a range of advisory programs with tailored 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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Eric B

Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Eric Benson is a Series 66-licensed financial advisor with RBC Capital Markets and City National Bank, based in Palm Beach Gardens, FL. He has six years of industry experience, previously working at Wells Fargo from 2014 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, 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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Jeremy L

Series 63, Series 65

Palm Beach Gardens, FL

RBC Capital Markets

Jeremy Lansat is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including City National Bank, Bank of America, and Merrill. Lansat is based in Palm Beach Gardens, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and employs both in-house and third-party managers to implement portfolios.

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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Sharon V

Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Sharon Vax is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked at Wellington National Golf Club and Keller Williams Realty. Outside of her advisory role, she owns and operates an events business specializing in custom charcuterie boards and manages an Instagram account for her dog. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored 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)
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Peter F

Series 63, Series 65

Palm Beach Gardens, FL

RBC Capital Markets

Peter Foley Jr. is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services Inc. for 10 years. Outside of his advisory role, he is involved in a private investment acquiring distribution rights for life jackets and related apparel in North America and Europe, with plans to develop an online sales platform targeting yacht clubs and sailing programs. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers, with options including 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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Valentina L

Series 63, Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Valentina Langmeyer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, 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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Marc H

Series 63, Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Marc Harwood is a financial advisor with RBC Capital Markets based in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes roles at Sidoti & Company, LLC and City National Bank. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations, offering various wrap fee advisory programs with discretionary and non-discretionary portfolio management 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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Stacey K

Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Stacey Kovach is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding a Series 66 designation and 12 years of industry experience. Prior to joining RBC in 2022, she worked at Bank of America, N.A. and Merrill. She serves as a board member for Exit Advisor Alliance, dedicating limited time to this role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by extensive 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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Christopher S

Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Christopher Sadaka is a financial advisor with RBC Capital Markets who holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He is a passive investor in a furniture and home decor business. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes 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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Sean G

Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Sean Gray is a financial advisor at RBC Capital Markets with 13 years of industry experience. He has been with RBC since 2012, initially at RBC Wealth Management and continuing at RBC Capital Markets since 2017. He holds the Series 66 designation and is based in Palm Beach Gardens, FL. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with various wrap fee advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers, integrating tax management and responsible investing 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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Justin W

CFP®, Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Justin Warzala is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes eight years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs that offer 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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Mitchell P

Series 63, Series 65

Palm Beach Gardens, FL

RBC Capital Markets

Mitchell Pearl is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. He is also involved in teaching investing fundamentals through an adult education program with the Palm Beach County School District. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing customization 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)
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Jonathan D

Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Jonathan Doeren is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2022, he worked in various roles including at Whole Foods Market and Nationwide Insurance. 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 combination of in-house and third-party managers, featuring discretionary and non-discretionary 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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Michele C

Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Michele Cianfrone is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding a Series 66 credential and 24 years of industry experience. Prior to joining RBC in 2026, Michele worked for Morgan Stanley for 13 years. Outside of financial advising, Michele has administrative roles in two small private companies, Sisters Towing and Murphys Paint & Body Shop. 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 advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers to meet client needs.

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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