Hyperion Wealth Group - RBC Wealth Management

Tracey Pearson

Senior Vice President - Financial Advisor, Portfolio Director Group

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Tracey joined RBC Wealth Management in 2019 and founded Hyperion Wealth Group in 2020. She has more than two decades of wealth planning and investment management experience, including the coordination of wealth for ultra high-net-worth and multigenerational families. Tracey has experience helping families with wealth transfer needs, with a focus on the management of concentrated stock and private equity positions. Along with providing investment planning and portfolio management services, she works closely with Hyperion clients to customize their wealth management experience and oversees the coordination of advice with a client's outside advisors, including attorneys and CPAs.

Tracey began her career as a financial advisor and certified financial manager with Merrill Lynch, focusing on portfolio construction and management. She expanded her expertise in the areas of private banking, corporate executive services and financial planning as a private banker and senior relationship manager for Wells Fargo, Fifth Third Private Bank, and SunTrust Private Wealth, practicing in New York City, Greenwich, Connecticut, and Nashville, Tennessee. Her knowledge of financial services and wealth management design across multiple business channels has allowed her to bring valuable advice to her clients.

Tracey is a graduate of Middle Tennessee State University, has passed the Series 7 and 66 exams, and holds her health and life insurance licenses. Outside of work, she serves on the boards of the YWCA of Nashville and Middle Tennessee and Nashville Opera. She also serves as President of the Friends of Nashville Opera.

In 2021 Tracey was awarded the RBC Global Citizen Award for her leadership as board President of the Nashville Opera during the height of the pandemic. The award celebrates RBC employees who are leaders in their community, who personify RBC's collective ambition and leadership model and who are active volunteers both inside and outside the firm. She also serves on RBC's Corporate Marketing Committee, is a Volunteer Champion for RBC's Central Division, and an ambassador for RBC's Women's Association of Financial Advisors (WAFA) program.

Tracey enjoys traveling, all things 80s, making luxury candles and most importantly spending time with her family. She lives in Nashville with her husband Ryan and their daughter Eva.

Evan Malone, AIF®, CEPA®

First Vice President - Financial Advisor, Portfolio Director Group

615-928-9524

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Evan E. Malone is a seasoned financial advisor with a wealth of experience and expertise in guiding clients toward their financial goals. With a career spanning over a decade, Evan brings a unique blend of knowledge and insight to his role as a Financial Advisor and partner with RBC Hyperion Wealth Group in Nashville.

Evan's journey in the financial industry began in 2010 with Securian Financial, where he honed his skills and developed a passion for helping clients navigate their wealth paths. He later served as a Financial Advisor with Renaissance Financial and has been with RBC Wealth Management for over six years, further solidifying his expertise in investment management, wealth planning for multi-generational families, private equity, and venture capital. Evan also focuses on advising clients in the sports and entertainment space.

A graduate of Rhodes College and The Hill School, Evan's commitment to continuous learning is evident in his pursuit of professional designations, including the Certified Exit Planning Advisor (CEPA®) and the Accredited Investment Fiduciary (AIF®) designations. He has passed the Series 7 and 66 exams and holds variable and fixed annuity, life, health, long-term care, and disability insurance licenses.

Evan's approach to wealth management is rooted in his dedication to understanding each client's unique goals and objectives. He believes in creating custom financial plans tailored to their specific needs, whether it's business exit planning for entrepreneurs or wealth management for families across generations.

Beyond his professional endeavors, Evan is deeply committed to giving back to his community. He and his family are actively involved with organizations such as The American Cancer Society, The Nashville Entrepreneur Center, Nashville Ballet, and Adopt a Golden Nashville. He has also dedicated his time to philanthropic initiatives with United Way, Fair St. Louis, and St. Louis Sports Commission.

With Hyperion Wealth Group, Evan will collaborate with founder Tracey H. Pearson on the investment committee, while also leveraging his expertise to help oversee business development strategies.

Wil Dixon

Investment Associate

615-928-9527

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Keyara Perry

Branch Service Mgr/Sr Client Assoc

615-928-9514

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.

Peter Kolar

Wealth Management Consultant

Peter spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Peter works diligently to address clients’ unique situations.

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Dean serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Matt Franks

High-Net-Worth Lending Consultant

Matt is a high-net-worth lending consultant and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.

Sara Martinucci

Trust Consultant

As a trust consultant, Sara specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Nuri Benturk

Corporate and Executive Services

As member of RBC Corporate and Executive Services, Nuri offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

Joe McCullough

Wealth Strategist

Joe 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, Joe partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Lindsay Strickland

Senior Portfolio Advisor

Lindsay joined RBC Wealth Management’s Portfolio Advisory Group in August 2016 and has more than 17 years of industry experience. She currently supports financial advisors with broad equity research, and augments equity investment decision-making, primarily focusing on growth stocks.

Jerry Moran

Insurance and Annuity Consultant

An insurance and annuity consultant, Jerry specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

Shawn Finn, CFP®

Internal Wealth Strategist

As an Internal Wealth Strategist, Shawn is our subject matter expert in complex planning concepts and the tools that support our planning platform. He also assists advisors with effective client discovery, developing and monitoring wealth plans, and plan presentations.

Kim Sowers

Wealth Management Consultant

Kim spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, She works diligently to address clients’ unique situations.

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