Beverley Hills, CA Office

Patrick Dwyer is a CFP® professional with 25 years of experience in the financial industry. He is currently with RBC Securities, Inc. and has been associated with City National Bank since 2010. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a banking parent, providing access to diverse financial and trading services.

David Patton Jr. is a financial advisor with RBC Securities, Inc. He holds a Series 66 designation and has 18 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory work, he is a landlord in Los Angeles, managing a rental property. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with affiliated sub-advisors and related financial services, serving clients with discretionary portfolio management and comprehensive financial planning.

Susan Koron is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding Series 63 and 65 licenses with 15 years of industry experience. She has worked at U.S. Bancorp Advisors, City National Bank, Banc Of California, and Unionbanc Investment Services during her career. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is affiliated with a broad financial services group that includes banking, trust, municipal advisory, and trading businesses, offering integrated financial solutions.

Marjan Shokri is a financial advisor with RBC Securities, Inc. based in Beverly Hills, CA. He holds a Series 66 designation and has 25 years of industry experience. Since 2012, he has worked at City National Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap‑fee investment advisory program. The firm is affiliated with a broad financial services group that includes banking, trust, and municipal advisory activities, offering integrated financial solutions.

Houlin Yun is a financial advisor at RBC Securities, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, as well as trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Elijah Cooksey is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at City National Securities, Wealth Enhancement group entities, RBC Capital Markets, and AXA-Advisors. Outside of finance, he is a self-published fiction author and a general partner developing a mobile puzzle math game called Ribbon. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management from its affiliated sub-advisor RBC Rochdale with a broad financial services platform including banking, trust, and municipal advisory services.

Brian Hsieh is a CFA® charterholder with 16 years of experience in the financial industry, currently serving at RBC Securities, Inc. He previously worked at Wells Fargo Investments, LLC for 17 years before joining City National Rochdale, where he has been for seven years. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates a broad financial services group, including affiliated banking and trust entities, to offer comprehensive portfolio management and financial planning solutions.

Danyelle Proano is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing eight years of industry experience. She has worked at City National Bank since 2016. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor that constructs asset allocation strategies and manages portfolios using a range of securities.