Peterborough, NH Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

5

Of 3,839 advisors across 401 offices

Location

70 Main Street, Suite 300

Peterborough NH 03458-1470

Advisors at this office

5

Advisors at this office

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Thomas F

Series 66

Peterborough, NH

RBC Capital Markets

Thomas Frazier is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has six years of industry experience, including prior positions at City National Bank and The Main Street America Group. Outside of his advisory work, he is a part-owner of two farms in Fitzwilliam, NH, involved in oversight capacities. He also serves on the investment committee of a nonprofit elementary school, reviewing its endowment fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory and portfolio management programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and incorporating 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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Sara M

Series 66

Peterborough, NH

RBC Capital Markets

Sara Mc Donough is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and previously worked in logistics and recreational roles. Outside of her advisory work, she coaches vaulting classes and provides horse care and instruction at equestrian facilities in New Hampshire. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment strategies and multiple advisory programs. The firm integrates in-house and third-party managers to offer discretionary and non-discretionary 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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Anna H

Series 63, Series 65

Peterborough, NH

RBC Capital Markets

Anna Highter is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2014 and City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that include both in-house and third-party managers, incorporating 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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Jacqueline L

Series 66

Peterborough, NH

RBC Capital Markets

Jacqueline Lundsted Lyons is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She joined RBC in 2025 after eight years at MacDowell and has prior experience with Nature's Green Grocer and Friendship Field Farm LLC. Lyons is involved with the New Hampshire Hunter Jumper Association and works as horse show staff in her community. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and nonprofit organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers 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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Joseph D

Series 63, Series 65

Peterborough, NH

RBC Capital Markets

Joseph Durell is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of his advisory role, he serves on the boards of the Keene Cal Ripken Baseball/Softball Association and the Peterborough Sunshine Fund, both nonprofit organizations. 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 customizable portfolio management and integrates in-house and third-party investment managers, providing solutions 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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