Winchester, VA South Loudoun Street Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

2

Of 3,838 advisors across 404 offices

Location

40 South Loudoun Street

Winchester VA 22601-4720

Advisors at this office

2

Advisors at this office

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James A

Series 63, Series 65

Winchester, VA

RBC Capital Markets

James Armstrong is a financial advisor with RBC Capital Markets in Winchester, VA, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at City National Bank, Bank of America NA, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with customized investment strategies that incorporate both in-house and third-party managers, along with integrated portfolio management and financial planning services.

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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Robert H

Series 63, Series 65

Winchester, VA

RBC Capital Markets

Robert Holmes is a financial advisor with RBC Capital Markets in Winchester, VA, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with RBC Capital Markets since 2009 and has also worked at City National Bank since 2017. Holmes serves on the board of directors and the Greens and Grounds Committee at a local nonprofit golf and country club. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using tailored strategies based on each client’s risk profile.

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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