Wellesley Hills, MA Office

Julie Lynch is a financial advisor with RBC Capital Markets in Wellesley Hills, MA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has been with RBC Capital Markets since 2008. 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 wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Jacqueline Milowe is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the CFP® certification and Series 66 and 63 licenses. Her prior work includes positions at City National Bank and Foresters Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies to each client’s risk profile and utilizes a range of in-house and third-party investment managers.

Timothy Waas is a financial advisor with RBC Capital Markets in Wellesley Hills, MA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior work history includes six years at Wells Fargo Clearing and related affiliates. Outside of his advisory role, he also works as an Uber driver. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm implements client strategies through a combination of in-house and third-party investment managers and provides options for tax management and responsible investing.

Judith Taras is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2018. She serves on the board of directors for Vineyard Havens, a nonprofit supporting the psychological and respite needs of cancer patients. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles and implements portfolios through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Peter Gill is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sanford C. Bernstein & Co., LLC and Bernstein Institutional Services LLC. He serves on the Boston event committee for Toast to St. Jude, an annual fundraising event for St. Jude Children’s Research Hospital. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles using both in-house and third-party managers.

Angelina Milenevsky is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds the Series 66 designation and has worked previously 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, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile using a combination of in-house and third-party investment managers.

Andrew Heald is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, Heald serves on the Board of Trustees for the Infant Toddler Children's Center and is the treasurer for the Merriam School PTO. 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 in-house and third-party managers.

Carla Loarte is a financial advisor at RBC Capital Markets with nine years of industry experience. She previously worked at Morgan Stanley and UBS Financial Services Inc. She holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with a range of advisory programs. The firm offers tailored investment strategies through both in-house and third-party managers, integrating services such as portfolio management, financial planning, and custody.

Stephen Berube is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Edward Griswold is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked with RBC Capital Markets since 2008 and City National Bank since 2018. Outside of his advisory work, he owns a townhouse in Connecticut that he inherited from his mother. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Tyler Cain is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. His prior work includes roles at Thrivent Financial, Union Mutual of Vermont Companies, and other positions outside the financial sector such as employment at J. Morgan’s Steakhouse and involvement with the United States Tennis Association New England. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes strategies based on clients’ Advisory Risk Profiles and integrates multiple investment managers and model providers to implement portfolios.

William Moreth is a financial advisor with RBC Capital Markets in Wellesley Hills, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients' risk profiles.

Henry Gill is a financial advisor with RBC Capital Markets in Wellesley Hills, MA, holding Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at RBC Capital Markets since 2008 and City National Bank since 2018. He is a passive owner in an angel investing group, Beacon Angels. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management that incorporates both in-house and third-party investment managers.

Patrick Kilcoyne is a financial advisor with RBC Capital Markets in Wellesley Hills, MA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank from 2018 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and employing both in-house and third-party investment managers.

Juliette Maloberti is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her previous roles include positions at UBS Financial Services and various companies outside the financial sector, such as Zero Gravity Brewing and Crunch Fitness. 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 multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.