Westminster, MD S. Cranberry Road Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

4

Of 3,839 advisors across 399 offices

Location

15 S. Cranberry Road, Suite B

Westminster MD 21157-5339

Advisors at this office

4

Advisors at this office

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Jacob B

Series 66

Westminster, MD

RBC Capital Markets

Jacob Boone is a financial advisor with RBC Capital Markets in Westminster, MD, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Merrill and various positions outside finance, such as at Illianos J&P restaurant and Outback Steakhouse. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Cheryl A

Series 63, Series 65, Series 66

Westminster, MD

RBC Capital Markets

Cheryl Armitage is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at T. Rowe Price Investment Services and several firms associated with OSAIC and Lincoln Financial. She has been with RBC Capital Markets since 2026. 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 variety of advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Kimberly G

Series 63, Series 65

Westminster, MD

RBC Capital Markets

Kimberly Grelli is a financial advisor at RBC Capital Markets with 9 years of industry experience. She holds Series 63 and Series 65 designations and has worked at City National Bank since 2021, in addition to her ongoing role at RBC Wealth Management since 2012. 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 that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and model providers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Christopher Y

Series 63, Series 65, Series 66

Westminster, MD

RBC Capital Markets

Christopher Yingling is a financial advisor with RBC Capital Markets in Westminster, MD, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. Yingling serves on the Carroll Community College Planned Giving Committee, advising on fundraising strategies. 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 strategies that incorporate in-house and third-party investment managers and tax-management options.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
View complete list of advisors at this office
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