Sarasota, FL Main Street Office

Rachel Cooper is a financial advisor at RBC Capital Markets with one year of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes six years with Caliber Home Loans and roles at Regus and Barre 3. 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 featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Elizabeth Knighton is a financial advisor with RBC Capital Markets in Sarasota, FL, holding a Series 63 designation and 30 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory work, she owns a seasonal vacation home in Maine that is used as a rental property. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies and a range of advisory programs that incorporate both in-house and third-party investment management.

Kelsey Brink is a Certified Financial Planner® with four years of experience currently with RBC Capital Markets. She has worked previously at CWM, SRQ Wealth, and The Dickerson Group. Outside of her advisory role, she owns Sunshine and Spaghetti LLC, a handmade gift business. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities, offering advisory programs with tailored portfolio management and financial planning services. The firm integrates in-house and third-party investment managers with options for tax management and responsible investing.

Richard Gress Jr. is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has been with RBC Capital Markets since 2015 and also works with City National Bank since 2017. 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 that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.

Jeremy Ruccio is a financial advisor with RBC Capital Markets in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Bank of America, N.A., Merrill Lynch, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Christine Drone is a CFP® with 22 years of industry experience. She is currently with RBC Capital Markets in Sarasota, FL, and has previously worked at City National Bank, Wells Fargo Clearing, and SunTrust Advisory Services. 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 with tailored strategies implemented through a combination of in-house and third-party investment managers.

David Haile is a financial advisor with RBC Capital Markets in Sarasota, FL. He holds a Series 66 designation and has four years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked at Whole Foods Market and Hawthorne Healthcare & Rehabilitation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and integrates both in-house and third-party investment managers.

Morgan Edwards is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley, CEI, and Gallup. Outside of finance, he operates a housesitting and pet sitting business. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management and financial planning services.

Michael Melton is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with RBC Capital Markets since 2013. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Brady Pedler is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves on the board of Nate's Honor Animal Rescue, an animal shelter in Bradenton, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients from individual investors to institutions, offering multiple advisory programs with tailored investment strategies managed through a combination of in-house and third-party providers.

Lisa Lerum is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior work includes 16 years at Merrill Lynch, Pierce, Fenner & Smith and a brief tenure at The Oak Ridge Financial Services Group, Inc. She has been with RBC Capital Markets since 2017. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and provides various program structures and investment options.

Mitchell Halperin 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 Wells Fargo Advisors LLC and Wells Fargo Clearing. He is based in Sarasota, FL. 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 various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to each client’s Advisory Risk Profile.

Connor Knapp is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at City National Bank and Service For Profit Group. Outside of finance, he has worked in the hospitality sector at Evies Tavern and has teaching experience at both the university and secondary school levels. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies implemented through in-house and third-party managers, supported by integrated capital-markets and lending capabilities.

Coty Schade is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management options using both in-house and third-party managers, incorporating features such as tax management and responsible-investing screens.

Stephen Tucci is a CFP® with 18 years of experience in financial advising. He is currently with RBC Capital Markets and City National Bank, both since 2022. His prior roles include positions at Truist Advisory Services, BB&T Securities, and SunTrust Investment Services. Outside of finance, Tucci operates SCUBA Steve's Certification & Underwater Tours, providing SCUBA certifications and underwater tours. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored strategies that incorporate in-house and third-party investment managers, emphasizing portfolio customization and integrated financial services.