Harry Smith - About us

Harry Smith, CDFA®, CIMA®, CRPC®

Senior Vice President - Financial Advisor

Harry and his associates work as a team with the goal of serving the needs of affluent investors. Harry has more than 40-years of experience working with clients to create long-term, personalized financial plans in addition to overseeing the investment selection and portfolio design process.

Harry is a Chartered Retirement Planning Counselor® (CRPC®) having completed the certification through the College for Financial Planning in Denver, CO. He is a Certified Investment Management Analyst® (CIMA®) having completed his certification through the Investment Management Consultant Association's (IMCA) program at the Haas School of Business at the University of California, Berkeley. The CIMA® designation is awarded through the Investment Management Consultants Association®. He is a graduate of the Financial Advisors Leadership Program at the Wharton School at the University of Pennsylvania.

He has been recognized locally and nationally by the National Association of Board Certified Advisory Practices (NABCAP) and received the Exemplary Wealth Advisor award in the category of Client Education and Customer Service Model. He has been a guest instructor for the personal financial planning course with the MBA program at Seattle University. He has been a guest speaker and volunteer with the Evelyn Brust Financial Research and Education Foundation. He has worked with a number of community service programs including the U.S. Soccer Foundation, Washington State Youth Soccer Association, Washington State University's College of Agriculture, Human and Natural Resource Sciences (CAHNRS) and the Bellevue Police Foundation.

His comments have been seen in Forbes Magazine, Inc. Magazine, Newsweek, USA Today, the Wall Street Journal, The Seattle Times and other publications.

Stephanie Moreno, CFP®, CRPC®

Senior Investment Associate

Stephanie has been working with Harry Smith since 2008. She graduated from The University of Washington with a Bachelor of Science degree in Interdisciplinary Arts and Science. Prior to joining RBC Wealth Management, Stephanie started in the Life Insurance Division of Merrill Lynch in 2004 and became a Client Associate in 2006. In 2015, after completing the required coursework at the College of Financial Planning, Stephanie received her CERTIFIED FINANCIAL PLANNER™ certificate. 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. Her focus is on client service and she is responsible for all administrative functions of the team.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.

Cyndy Ranzau

Echelon Wealth Strategist

Cyndy serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Matt Loftin

Wealth Strategist

Matt serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Matt partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Roman Lefranc

Investment Banking Solutions

As a member of Investment Banking Solutions, Roman offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

Thad Beller

Alternative Investments Consultant

As an alternative investments’ consultant, Thad is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Thad partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.

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