Tucson, AZ East Sunrise Drive Office

Paula Weese is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with RBC Capital Markets and its related entities since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.

Jennifer Carroll is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2014 to 2019. Outside of her advisory role, she occasionally works as a food delivery driver and travel advisor. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning through a range of advisory programs.

Katherine Simmonds is a financial advisor with RBC Capital Markets in Tucson, AZ, holding a Series 66 designation and bringing 12 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she owns an embroidery business called Graphix Xpressions and has recently begun working part-time as a travel agent. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management alongside financial planning and custody services. The firm utilizes a mix of in-house and third-party managers and provides clients with options for rebalancing, tax management, and responsible investing.

Gustavo Corte is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 10 years of industry experience and has worked at City National Bank and Axa Advisors prior to his current role. Outside of his advisory work, he serves on the boards of two nonprofit organizations, Casa de los Niños and Ballet Tucson, and is a trustee for Fathers Trust. 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 customizable investment strategies implemented through a combination of in-house and third-party managers.

Joseph Ballantyne is a financial advisor with RBC Capital Markets in Tucson, AZ, holding Series 63 and Series 65 credentials. He has 47 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He has been with RBC Capital Markets since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and various organizations, offering a range of advisory programs. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement portfolios.

Courtney Whitley is a financial advisor at RBC Capital Markets with one year of industry experience. Prior to joining RBC, she worked at Sonora Investment Management and City National Bank. She serves on the Board of Directors and the finance committee for Old Pueblo Community Services, a charitable foundation. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Vance Falbaum is a financial advisor with RBC Capital Markets in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with RBC Capital Markets since 2008 and has been affiliated with City National Bank since 2017. Outside of his advisory role, Falbaum serves on the boards of several nonprofit organizations, including the Boys & Girls Club of Tucson and Goodwill Industries of Southern Arizona. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with customized investment strategies supported by a combination of in-house and third-party managers.

Robert Present is a financial advisor with RBC Capital Markets in Tucson, AZ, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he serves on multiple nonprofit boards, including the Jewish Federation of Southern Arizona and the Arizona-Sonora Desert Museum, with past leadership positions in several community organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients from individual investors to institutions, offering customized portfolio management, financial planning, and brokerage services through various advisory programs. The firm integrates in-house and third-party investment managers with options for risk profiling, tax management, and responsible investing.

Aaron Crowley is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2011 and City National Bank since 2017. Outside of his advisory role, Crowley serves as a committee member for the Pima Community College Foundation and as secretary on the board of directors for the Tucson Conquistadores. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm offers tailored strategies through multiple wrap fee advisory programs, leveraging both in-house and third-party investment resources.

Byron Fox is a financial advisor with RBC Capital Markets in Tucson, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at UBS Financial Services Inc. Tucson for 12 years and has been associated with RBC Capital Markets and City National Bank since 2019. Fox is also a retired partner and consultant for Fox & Partee & Nigro Law Firm in Kansas City, MO, a role he has held since 1990 with minimal active involvement. 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 and tailors investment strategies to client risk profiles using a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities and integrated financial services.

Stacy Quiri is a CFP® and holds a Series 66 license, with 18 years of experience in the financial services industry. She has worked at RBC Capital Markets since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 tailored to client risk profiles, utilizing a combination of in-house and third-party investment managers and flexible portfolio management options.

Randal Cox is a financial advisor with RBC Capital Markets in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. 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 discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Thomas Mccausland III is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and having 43 years of industry experience. He has been with RBC Capital Markets since 2008. Mccausland has served on the board of the Tucson Conquistadores Foundation, which supports Southern Arizona youth athletic programs. 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 advisory programs and portfolio management services, utilizing both in-house and third-party investment managers while providing access to a wide range of investment options.

Kimberly Watkinson is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Bank, Wells Fargo Clearing, Fidelity Investments, and WELLS FARGO Advisors. 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 range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Cathleen Pike is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a long tenure at Wells Fargo Bank, NA. Outside of her advisory role, she manages several long-term and short-term rental properties in Tucson, AZ. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and nonprofit organizations. The firm offers tailored investment programs combining in-house and third-party managers, with options for portfolio customization and integrated financial services.