Seattle, WA Union Street Office

Jack Fisher is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Albertsons, Redfin, Kelly Services Inc, and Conduent. 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 with tailored portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

Jessica Morgan is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets Corporation since 2008. Outside of advising, she works as an independent consultant focusing on wellness education and sales and serves as the treasurer for a local PTA. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs that deliver portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Katherine Gross is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation and has previously worked at EP Wealth Advisors, Soundmark Wealth Management, and Barton Associates, among other roles. 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 with tailored portfolio management strategies and integrates both in-house and third-party investment managers.

Jennae Reid is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Wells Fargo Clearing and ShareBuilder. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and related financial services.

Jacob Chavez is a CFP® and holds a Series 66 registration with RBC Capital Markets in Seattle, WA, where he has worked since 2022. He has two years of industry experience. Prior to his advisory role, he spent four years at Gonzaga University and has held various positions including work at Camp Burton and Vashon Island Golf & Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Heedy Locke is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining RBC in 2022, Locke worked at Wells Fargo Clearing and Rainier Securities, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party investment managers.

Sean Collins is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2010, including a concurrent role at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

Peter Dierks is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and TIAA. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Alisoune Lee is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining RBC Capital Markets in 2025, Lee held roles at Coldstream Wealth Management, EP Wealth Advisors, Bank of America, Merrill, and Oiselle. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Elliott Doran is a financial advisor at RBC Capital Markets with a Series 66 credential and less than one year of industry experience. His background includes roles in media at Scripps News/KTVH and involvement with Gonzaga University New Student & Family Programs. He has also worked at Big Dipper Ice Cream. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles, utilizing both in-house and third-party managers.

Stephen Takemura is a financial advisor at RBC Capital Markets in Seattle, WA, with 43 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 2018. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital-markets platform.

Donna Cuaresma is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Outside of her advisory role, she acts as power of attorney for her father. 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 both in-house and third-party investment solutions.

Chaim Rosenbaum is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Outside of finance, he is involved in coaching and instructing crew and sailing and serves on the finance committee of the Hearing, Speech & Deaf Center in Seattle. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Timothy Cusack is a financial advisor with RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and has nine years of industry experience, including four years at the University of Montana prior to joining RBC in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm provides a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored to client risk profiles and executed through in-house and third-party investment managers.

Hannah Grossblatt is a CFP® with six years of industry experience, currently with RBC Capital Markets. She previously worked at UBS Financial Services and City National Bank. Grossblatt serves on the Board of Directors for the Bellevue Chamber of Commerce and acts as a UBS relationship manager for the Seattle Chamber of Commerce. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized portfolios and a range of advisory programs that include discretionary and non-discretionary management, financial planning, and brokerage services.