Seal Beach, CA Office

Andrew Bailey is a financial advisor with RBC Capital Markets holding a Series 66 designation and 11 years of industry experience. He has worked at RBC Capital Markets since 2016 and at City National Bank since 2018. 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 multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Cynthia Moreno is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and previously worked at Merrill from 2016 to 2018. Outside of her financial career, she acts as an independent Mary Kay consultant and serves as a committee member for two Christian fellowship 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 various wrap fee advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Brett Bell is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Bell and Lowell, Beach Social LLC, and AutoNation. 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 variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ individual risk profiles.

Douglas Bailey is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner of a consulting business focused on advising private developers and serves on the Board of Directors for the Boys and Girls Club of Cypress. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and integrating capital-markets capabilities and alternative investment options.

Mark Elliott is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 credentials. He has 36 years of industry experience and has worked at City National Bank since 2019 while maintaining his association with RBC Capital Markets since 2008. Elliott serves as a voting board member of the Beachside Bruins Alumni Network, a UCLA alumni group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Dennis Fitzgerald is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with RBC Capital Markets since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as trustee for charitable and marital trusts established by a deceased client. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to client risk profiles. The firm utilizes a combination of in-house and third-party investment managers and provides integrated services including financial planning, custody, and brokerage.