Scottsdale, AZ North Scottsdale Road Office

Theodore Crowley II is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 that incorporate a range of portfolio management, financial planning, and brokerage services.

Peter Roe is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2008. Outside of his advisory role, he serves on the Board of Directors for the Long Point Property Owners Association in Michigan. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs and combines in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

William Herf is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining RBC and its affiliate City National Bank in 2019, he worked at Stifel and B.C. Ziegler and Company. 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 range of advisory programs and investment solutions tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

David Di Vito is a Series 66-licensed financial advisor with RBC Capital Markets in Scottsdale, AZ, bringing 17 years of industry experience. He has worked at RBC Capital Markets since 2009 and also holds a position at City National Bank since 2019. Outside of his advisory role, Di Vito serves as Vice President on the Executive Board of Scottsdale Cal Ripken, a nonprofit youth baseball league. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning services through various advisory programs and integrates both in-house and third-party investment managers.

Kathy Salcido is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at RBC Capital Markets since 2008. Outside of her advisory role, she is an owner of Melaleuca, Inc., a private company, earning commissions for referring shoppers. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering a range of wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Deborah Papa is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2014, with prior experience at Merrill dating back to 2000. Outside of her advisory role, she is the owner of a restaurant business, where she oversees financials, bill payments, and marketing. 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 discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Matthew Jackson is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding a Series 66 designation and six years of industry experience. He has worked at City National Bank since 2021 and has been with RBC Capital Markets since 2019. Outside of his advisory role, he is involved with the Active 20-30 Club of Phoenix, a charitable organization focused on fundraising for children and youth programs, and serves on the Board of Directors for the Australian and New Zealander's of Arizona Social Club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party investment managers, alongside integrated capital-markets capabilities.

Kris Dahl is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. Prior to his current role, he worked at City National Bank. Outside of his advisory duties, he serves on the board of directors for The Rotary Club of Litchfield Park, acts as treasurer for the Arizona Legacy Foundation, and referees youth soccer. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Charles Pisoni Jr. is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at RBC Capital Markets since 2014 and City National Bank since 2017. Outside of finance, he is a passive investor in Majerle's Sport Grill in Phoenix, AZ. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to client risk profiles and implemented through a combination of in-house and third-party managers.

Leanne Chavez is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. Her prior roles include positions at Morgan Stanley, Fidelity Investments, Merrill, Zions Bancorporation, LPL Financial, Lunt Capital Management, and Mass Mutual. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Ryan Kopec is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining RBC in 2026, he worked at UBS Financial Services from 2017 to 2026. RBC Wealth Management 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, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Irma Correa is a financial advisor at RBC Capital Markets with 19 years of industry experience. She held a position at Stifel Nicolaus & Co. Inc. for 15 years before joining RBC in 2024. Correa holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients' risk profiles, combining in-house and third-party investment management with various portfolio management and financial planning services.

Daniel Fox is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2010. 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 multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers.

Sydney Fox is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 credentials and having 40 years of industry experience. She has been with RBC Capital Markets since 2010. Fox serves on a volunteer Board of Visitors, attending monthly meetings. 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 wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ Advisory Risk Profiles and utilizing both in-house and third-party investment managers.

Spencer Roe is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds Series 63 and Series 66 designations and is based in Scottsdale, AZ. Roe has been with RBC Capital Markets throughout his career, serving in various capacities since 2016. 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 a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.