We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

Jim Jahnsen

Senior Managing Director - Financial Advisor

954-766-7237 | Email |
954-766-7212

Originally from New Jersey, JJ started his career with J.B. Hanauer in 1982 in Livingston, NJ. Soon after, he moved to South Florida in 1983 and would become the Assistant Branch Manager in 1989. By 2001, JJ was the Branch Manager of the J.B.H office in West Palm Beach, FL. After RBC Wealth Management acquired J.B. Hanauer, JJ was appointed Senior Managing Director, Complex Director of the West Palm Beach Complex and oversaw all of the Florida branch offices. In late 2013 JJ started his current position of Complex Marketing Director while also becoming the Branch Director of the Ft. Lauderdale office.

Licenses: Series 7, 8, 63, 66. Life, health, and variable annuity license.

Carla Williams

Senior Registered Client Associate

888-524-9354 | Email
954-766-7212

Born in Buffalo, New York, Carla has lived in South Florida since 2005. She began her career in the financial services industry in 1991 and her primary focus is offering the highest quality of administrative and operational assistance to clients.

Additionally, Carla is the Branch Service Manager, where she provides support to the Branch Director and performs team leadership to support staff and Financial Advisors.

Carla and her husband, Bob, live in Pembroke Pines. She enjoys physical fitness, gardening and spending time with her dog, Lulu

Tracey Boehm

Registered Client Associate

888-524-1473 | Email
954-766-7212

Consulting team

With individual specializations across a variety of financial disciplines, our consulting team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

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Tom Nagle

Trust Consultant


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Matt Kirby

Credit Solutions Consultant