Salt Lake City, UT E Stringham Avenue Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

12

Of 3,839 advisors across 402 offices

Location

1260 E Stringham Avenue, Suite 300

Salt Lake City UT 84106-2963

Advisors at this office

12

Advisors at this office

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Bodi S

Series 66

Salt Lake City, UT

RBC Capital Markets

Bodi Sutherland is an advisor at RBC Capital Markets based in Salt Lake City, UT. He holds a Series 66 designation and has recently started his career in the financial industry. Prior to joining RBC Capital Markets, he worked at CEM Aquatics and spent ten years at the University of Utah. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning 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)
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Mark P

Series 63, Series 65, Series 66

Salt Lake City, UT

RBC Capital Markets

Mark Purcell is a financial advisor with RBC Capital Markets in Salt Lake City, Utah, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked at Merrill from 2005 to 2017 before joining RBC Capital Markets in 2017. Outside of his advisory role, Purcell serves on the advisory board and as a director for the Primary Children’s Hospital Foundation, a charitable organization in Salt Lake City. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, 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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Keaton J

Series 66

Salt Lake City, UT

RBC Capital Markets

Keaton Jensen is a financial advisor with RBC Capital Markets based in Salt Lake City, UT. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Merrill, Bank of America, N.A., and City National Bank. 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 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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Jennifer B

Series 66

Salt Lake City, UT

RBC Capital Markets

Jennifer Bearnson is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 17 years of industry experience. She has been with RBC Capital Markets Corporation since 2004. 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 various 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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Joan D

Series 63, Series 66

Salt Lake City, UT

RBC Capital Markets

Joan Du Quette is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, DFPG Investments, The Prudential Insurance Company of America, Pruco Securities, and E*TRADE. 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 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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Tonya R

Series 63, Series 66

Salt Lake City, UT

RBC Capital Markets

Tonya Rice is a financial advisor at RBC Capital Markets with 17 years of industry experience. She has held positions at UBS Financial Services from 2014 to 2026 before joining RBC Capital Markets in 2026. She holds Series 63 and Series 66 designations. 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 a variety of advisory programs that provide 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)
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Jack W

Series 63, Series 65

Salt Lake City, UT

RBC Capital Markets

Jack Watkins is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 credentials. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of 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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Scott C

Series 66

Salt Lake City, UT

RBC Capital Markets

Scott Chappell is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent 14 years at Sterling Jewelers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, 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, providing 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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Jeremy D

Series 66

Salt Lake City, UT

RBC Capital Markets

Jeremy Dimond is a financial advisor with RBC Capital Markets in Salt Lake City, holding a Series 66 designation and one year of industry experience. His prior roles include positions at City National Bank, Clientbook, and Onset Financial, among others. 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 range of advisory programs with tailored strategies implemented through in-house and third-party managers, supported by a capital-markets footprint and integrated 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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John H

Series 63, Series 65

Salt Lake City, UT

RBC Capital Markets

John Hallgren is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2015. Outside of his advisory role, Hallgren is involved with a professional association focused on investment excellence and ethics, where he reviews new applications and ongoing ethics matters. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles using 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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Scott W

Series 65, Series 66

Salt Lake City, UT

RBC Capital Markets

Scott Weierman is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for 12 years. Outside of his advisory role, he manages two real estate LLCs that own residential rental properties. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing 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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Quinn J

Series 66

Salt Lake City, UT

RBC Capital Markets

Quinn Jensen is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 26 years of industry experience. His career includes roles at City National Bank, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith. He is also the owner and manager of 2Shooting Star LLC, a fund family. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers tailored to clients’ advisory 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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