Vienna, VA Towers Crescent Drive Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$280,746,088,986
ClientsTotal clients
275,938
AdvisorsAdvisors at this office
68
Of 3,839 advisors across 402 offices
Location
8010 Towers Crescent Drive, 4th Floor
Vienna VA 22182
Advisors at this office
68
Advisors at this office
Carla G
Series 66
Vienna, VA
RBC Capital Markets
Carla Gomez is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2012. Outside of her advisory role, she serves on the board of her local homeowners association in Vienna, Virginia. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies utilizing both in-house and third-party investment managers.
Simeon W
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Simeon Whittle is a financial advisor at RBC Capital Markets in Vienna, VA. He holds Series 63 and Series 65 licenses and has been in the industry since 2022. Prior to joining RBC Capital Markets in 2025, he worked at Heritage Wealth Management Group, Ltd. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.
Johnny Y
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Johnny Yun is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at UBS Financial Services and City National Bank. Yun serves on the boards of several nonprofit organizations, including the Central Union Mission, Bridges Global Mission, and Trinity Christian School. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and wealth management services to a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, integrating both in-house and third-party managers along with tax management and responsible investing options.
Sarah M
Series 66
Vienna, VA
RBC Capital Markets
Sarah Murphy is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020. Her previous experience includes roles at Campion Asset Management and a position unrelated to finance at Carrabba's Italian Grill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a variety of advisory programs with customizable portfolio management strategies that include both in-house and third-party investment managers.
Jonathan T
CFP®, Series 63, Series 66
Vienna, VA
RBC Capital Markets
Jonathan Thomas is a CFP® certified financial advisor with 13 years of industry experience. He currently works at RBC Capital Markets and has prior experience with Truist Advisory Services and BB&T in various advisory and investment roles. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through diverse wrap fee advisory programs tailored to clients’ risk profiles.
John F
CFP®, Series 63, Series 66
Vienna, VA
RBC Capital Markets
John Feeney is a CFP® professional with 21 years of experience in financial advising. He is currently with RBC Capital Markets and previously held roles at Morgan Stanley and PNC Investments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, 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, tailoring strategies to client risk profiles through a mix of in-house and third-party managers.
John K
Series 66
Vienna, VA
RBC Capital Markets
John Keats is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at RBC Capital Markets since 2012 and has been with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides services such as portfolio management, financial planning, custody, and brokerage.
Jennifer B
Series 66
Vienna, VA
RBC Capital Markets
Jennifer Bottomley is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She has 14 years of industry experience, including prior roles at Northwest Financial Advisors, LPL Financial, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Samir A
Series 66
Vienna, VA
RBC Capital Markets
Samir Abhyankar is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has two years of industry experience and previously worked at PNC Bank and Capital Bank NA. He is based in Vienna, VA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using in-house and third-party managers, with integrated capital-markets capabilities and alternative investment options.
Cotter S
Series 66
Vienna, VA
RBC Capital Markets
Cotter Smart is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. He has held roles at RBC Wealth Management and Vulcan Value Partners, and during his time at Lehigh University, he co-developed an AI project that has potential commercial value. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored investment strategies through both in-house and third-party managers.
Rebecca P
Series 63, Series 66
Vienna, VA
RBC Capital Markets
Rebecca Parker is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with RBC Capital Markets since 2009. Outside of her advisory role, she is a passive owner of a beach house in Nagshead, NC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, 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.
Dianne S
Series 66
Vienna, VA
RBC Capital Markets
Dianne Scott is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020, following eight years at UBS Financial Services Inc. Outside of her advisory role, she is involved as an independent distributor for two network marketing companies focused on nutrigenomics and clean beauty products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Hannah H
Series 66
Vienna, VA
RBC Capital Markets
Hannah Heidrich 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 the Securities Industry and Financial Markets Association. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.
Scott A
Series 66
Vienna, VA
RBC Capital Markets
Scott Abell is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He is a partner in RRPSLA LLC, a partnership focused on monitoring its investment. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies, combining in-house and third-party management along with a range of portfolio and financial planning services.
Lauren S
Series 66
Vienna, VA
RBC Capital Markets
Lauren Seim is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously held roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. 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 multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, incorporating options for tax management and responsible investing.
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