Stuart, FL SW Federal Hwy Office

Shannon Murphy is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill for 14 years before joining RBC in 2023. 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 tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Mark Palombi is a CFP® with 27 years of experience in the financial services industry. He currently works at RBC Capital Markets and previously held roles at Bank of America and Merrill. Palombi serves as a director and committee member for several charitable organizations in the healthcare sector, including the Martin Health Foundation and Cleveland Clinic. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable clients. The firm offers tailored investment programs with a mix of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Gordon Nearing is a financial advisor with RBC Capital Markets in Stuart, Florida, holding the CFP® designation and Series 63 and 65 licenses. He has 46 years of industry experience, having previously worked at City National Bank, Bank of America, and Merrill. Outside of his advisory role, he serves as a fiduciary board member for the nonprofit organization Eckankar and acts as power of attorney overseeing his mother’s financial affairs. 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 tailored investment strategies implemented through both in-house and third-party managers.

Melanie Rivera is a financial advisor with RBC Capital Markets in Stuart, FL, holding a Series 66 credential and 20 years of industry experience. Her prior roles include positions at Merrill, Stifel, and Barclays Capital Inc. since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with tailored advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and provides customizable portfolio options including tax management and responsible investing screens.

Daniel Plummer is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America, N.A. and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering various advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ Advisory Risk Profiles.

Amber Stephan is a financial advisor with RBC Capital Markets in Stuart, FL, holding a Series 66 designation and six years of industry experience. She previously worked at Merrill for five years before joining RBC Capital Markets in 2021. Outside of her advisory role, she consults on non-toxic skincare and teaches vinyasa yoga classes once a week. 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 tailored to individual risk profiles and employs a mix of in-house and third-party investment managers to implement portfolio strategies.

Donna Childress is a financial advisor with RBC Capital Markets in Stuart, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She previously worked at Merrill for 12 years before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Nicole Molineux is a financial advisor with RBC Capital Markets in Stuart, FL, holding a Series 66 designation and 13 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously held positions at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Drew Dinzik is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America N.A. and Merrill. 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 portfolio strategies implemented through a blend of in-house and third-party managers, supported by notable capital markets and asset management capabilities.

Pamela Dallas is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 66 designation and has worked at City National Bank, Bank of America, Merrill, and RBC Capital Markets. Pamela serves on the Board of Directors for Younglife Martin County, a Christian organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies and multiple advisory programs, offering portfolio management, financial planning, custody, and brokerage services.

Stephen Mcgovern is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including prior roles at Bank of America, N.A., Merrill, and City National Bank. Mcgovern serves on the advisory board and as vice president of the Board of Directors for the Council On Aging of Martin County, a nonprofit organization providing services and programs for seniors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and nonprofits. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by extensive capital-markets resources.

James Montalto is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2005 and City National Bank since 2018. Outside of his advisory role, he serves as Commodore (President) of the Northport Yacht Club. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary management, tailoring strategies based on each client’s Advisory Risk Profile and utilizing both in-house and third-party investment resources.

Halli Tschannen is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining RBC Capital Markets in 2024, Halli spent 25 years at Merrill Lynch, Pierce, Fenner & Smith, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored investment strategies using both in-house and third-party managers.