RBC WEALTH MANAGEMENT - Key Persons

Job Titles:

• Senior Financial Associate

Ben joined Song Yi in January of 2018 after working for six years at RBC Wealth Management. Ben is responsible for assisting clients with the day-to-day management of their accounts. He is a Dean's List graduate of the University of Virginia and Gonzaga College High School. Ben has experience with community service organizations and associations in the greater Washington DC area. Ben holds his Series 7 General Securities Representative and Series 66 Uniformed Combined State Law registrations. His interests include yoga, travel and spending time with friends and family.

Job Titles:

• Senior Vice President - Financial Advisor, Senior Consulting Group

Frank has more than 35 years of experience in the finance industry. Soon after graduating from The University of North Carolina-Chapel Hill in 1980, he joined Johnston Lemon & Company. In 1990, Frank transitioned to Janney Montgomery Scott, LLC where he earned his Accredited Wealth Management Advisor designation from The College for Financial Planning in conjunction with The Wharton School of Business. Frank is a lifetime member of the UNC Alumni Association, The Navy League of the United States, and Sons of the American Revolution. In his free time, Frank enjoys yoga, going to baseball games, playing fetch with his pups (Dazy and Solo), and spending time with friends and family. Poolesville, MD is where Frank and his wife, Wanda, have called home for the last 25+ years and where they raised their boys, Nick and Charley.

Job Titles:

• Senior Investment Associate

Mara is involved in the entire wealth management process and works side-by-side with Frank on developing objective financial solutions tailored to fit clients' specific and ever changing needs. She specializes in RBC WealthPlan to develop and implement these strategies. She works through every aspect of the wealth management approach including asset research, portfolio construction, business development, and client relations. Mara graduated from The American University, has passed the FINRA Series 7 and 66 exams, and has obtained the CERTIFIED FINANCIAL PLANNER™ certification from Georgetown University. The multi-year CFP® program entails in-depth courses, training and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate and retirement planning. To further her financial and analysis knowledge, Mara has successfully obtained her Masters in Business Administration (MBA) from The Robert H. Smith School of Business - University of Maryland. The combination of her security registrations, CFP® and MBA qualifies Mara to give high level advice in the areas of investments, retirement planning, insurance & risk management needs, tax considerations and estate planning. In her free time, Mara enjoys running, yoga, traveling the world, practicing the Portuguese, Spanish and French languages, and spending time with friends and family. Potomac, MD is where Mara and her husband, Colin, call home.

Job Titles:

• Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus