Robert P. McCarthy, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

919-571-6241
Email |
919-571-6262

Bob is a managing director and founded the McCarthy Wealth Group to focus on the needs of executives, entrepreneurs, professional athletes and their families. He began his extensive financial services career in New York City in 1989, and joined RBC Wealth Management in 2000. As a wealth manager, Bob, along with his partner, Caroline, and associates, Crystal and Adrienne, are members of RBC Private Wealth, an ensemble of global resources and expert advice, designed to meet the unique needs of high-net-worth clients. He is also a member of the Senior Portfolio Manager Group – Portfolio Focus, a group of selected advisors who have the experience, integrity and commitment to service to take full discretion over investment portfolios. He is also a member of the firm’s Alternative Investments Advisory Council.

 

Bob holds the Accredited Wealth Manager (AWM) designation sponsored jointly by RBC and Michigan State University. The AWM designation is attained by advisors who focus on complex wealth management issues including wealth transfer, financial and estate planning, trust services and insurance. Bob earned a bachelor’s degree from Villanova University, has passed the Series 7, 6, and 65 exams, and maintains his insurance licenses.

 

Bob is a consistent member of RBC Wealth Management’s Chairman’s Council, an honor bestowed to the top 150 financial advisors in the firm. In 2020, Bob received recognition from national publications including the Financial Times Top 400 U.S.-based Financial Advisors, a Barron’s Top 1,200 Financial Advisor, and a Forbes Best-In-State Wealth Advisor. He is active with numerous charitable organizations, especially those focused on education and junior golf.

 

A native of Spring Lake, New Jersey, Bob resides in the Raleigh area with his wife, Denise, and their four children. He enjoys spending time with his family, watching the Villanova Wildcats, playing golf and caddying for his children.

Caroline Vinson, CFP®

Vice President - Financial Advisor

919-571-6254
Email |
919-571-6262

Caroline joined RBC Wealth Management in 2012 as a client associate with The McCarthy Wealth Group and was promoted to investment associate in 2014. In 2016, Caroline was again promoted within the team to a partner financial advisor, where her primary role is developing, implementing and reviewing financial plans for our clients. Her main goal is confirming clients can navigate life’s pivotal transitions and the decisions to be made during those times, while comfortably maintaining their lifestyle throughout retirement. Her dedication to the client experience is displayed through her relationships with clients and commitment to service and satisfaction. Caroline is a CERTIFIED FINANCIAL PLANNER™ professional, has passed the Series 7 and 66 exams and holds insurance licenses.

 

Caroline attended Campbell University where she completed her Bachelor of Business Administration degree in trust and wealth management, with a minor in financial planning. She also obtained an MBA in 2012. She played Division I volleyball for four years at Campbell University before becoming a graduate assistant coach for the team while completing her MBA. Away from work, Caroline enjoys exercising, being outdoors, and spending time with her family and their three dogs. Caroline, her husband, Jeff, and their daughter, Pepper, reside in Raleigh, North Carolina.

Crystal Jarvi, CFP®

Investment Associate

919-571-6242
919-571-6262

Crystal came to RBC Wealth Management in 2010 and joined The McCarthy Wealth Group in 2018 as an Investment Associate. With more than 10 years of experience in the financial industry, she leads the client-focused operational and administrative components of our team. Her primary role is providing a superior client experience, assisting with financial plans and running the day-to-day operations of our practice. With a passion for helping others, Crystal seeks to make an impact within clients’ lives by understanding and personally addressing their financial needs.

 

A native to Charlotte, North Carolina, Crystal relocated to Raleigh to attend North Carolina State University. In 2009, she graduated with a Bachelor of Science degree in business administration and finance. She is a CERTIFIED FINANCIAL PLANNER™ professional and has passed her Series 7 and 66 exams.

 

Away from work, Crystal enjoys working out, supporting the North Carolina State Wolfpack, spending time with her family and volunteering. She is actively involved with her local church, Samaritan’s Purse and Compassion International, whose efforts support kids around the world. She resides in Raleigh with her husband, Michael, and their daughter, Joelle.

Adrienne Hart

Registered Client Associate

919-571-6268

Adrienne started in the securities industry in 2010. She joined RBC Wealth Management and The McCarthy Wealth Group in March 2020 after relocating to North Carolina from Denver, Colorado. She passed the Series 3, 7, 9, 10 and 66 exams, prides herself on attention to detail, and is focused on client and account management.

 

Originally from Mesa, Arizona, Adrienne graduated from Arizona State University with a Bachelor of Arts degree in psychology in 2006. She resides in the Raleigh area with her Goldendoodle, Kylo. Outside of work, Adrienne enjoys cooking, cheering for the Las Vegas Raiders, traveling, reading and exploring the outdoors.