About me

Travis D. Regier, APP

Senior Investment Associate

410-573-6724

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Travis Joined RBC Wealth Management in January of 2003 as a Registered Client Associate. Prior to that he was an Investment Associate at Deutsche Bank Alex.Brown in Washington DC, where he worked with a wide range of high net worth individuals and institutional clients. Travis is equivalent to my Chief Operating Officer. If it’s an operational issue (such as the need for a check, a change of address, an account that needs to be opened, etc.) consult with Travis. Also, since he’s Series 7 licensed, he can accept and enter trades in my absence.

Travis graduated with a B.S. in Business Administration from the University of Vermont where he was an Academic All-Conference member of the Track and Field team. He currently holds the Series 7, 31, 63, and 65 licenses.

Get to know Travis. He’s a great guy!!

Keith Lanzoni

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

410-573-6735

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I have been a financial Advisor since 1981 and served as a Branch Manager for 11 years from 1991 through 2002. I graduated in 1980 as Valedictorian from Nasson College in Springvale, ME.

A Connecticut native, I have lived in the greater Washington, DC area since 1982. I currently reside with my wife in historic Annapolis, MD. I'm an avid skier, bicyclist, motorcyclist, golfer and musician.

Keith Lanzoni, NMLS # 1858802 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Keith Lanzoni, NMLS # 1858802 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Keith Lanzoni

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

Phone: 410-573-6735

Travis D. Regier, APP

Senior Investment Associate

Phone: 410-573-6724

Address

Annapolis
1906 Towne Centre Blvd., Suite 375
Annapolis, MD 21401
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