Robert P McCarthy, AWM

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

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

Bob began his extensive financial services career in New York City in 1989. He joined RBC Wealth Management in 2000, and relocated to North Carolina in 2005. As a wealth manager, Bob, along with his partner, Caroline, and associates, Crystal and Brielle, 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.

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.

Since 2002, Bob has been a recurrent member of the firm’s Chairman’s and President’s councils. In 2018, Bob was again named to the Chairman’s Council, an honor bestowed to the top 150 financial advisors in the firm. In 2017, Bob was named a Financial Times Top 400 US based Financial Advisor. He is active with numerous charitable organizations, and has contributed to national news organizations, specifically in the area of wealth management.

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®

Associate 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. During this time she focused on client and account management and later transitioned to investment associate in 2014. In 2016, Caroline was again promoted within the team to financial advisor, where her primary role is developing, implementing, and monitoring a financial plan for our clients. Her main goal is ensuring 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 and being outdoors, spending time with her family and playing with her three dogs; Rainey, Kendall and Brooklyn. Caroline, her husband, Jeff, and their daughter, Pepper, reside in Raleigh, North Carolina.

Crystal Jarvi, CFP®

Investment Associate

919-571-6242 | Email
919-571-6262

Crystal came to RBC Wealth Management in 2010 and joined The McCarthy Wealth Group in 2018 as an investment associate. With over 10 years of experience in the financial industry, she leads the client-focused operational and administrative components of our team. Her primary role is ensuring 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, daughter, Joelle, and their chi-weenie, Harley.

Brielle Pittman

Client Associate

919-571-6267 | Email

Brielle joined RBC Wealth Management and The McCarthy Wealth Group in 2018 as a client associate. Prior to joining RBC, Brielle spent time in the retail banking industry building relationships throughout the community. Her primary role is to provide the best client experience possible and assist with daily operations of our practice. She plays a vital role on our team by handling client request and all administrative matters.

Brielle began her undergrad studies at East Carolina University and made a transition to North Carolina State University where she received her Bachelor of Science degree in business administration and finance.

Currently residing in Raleigh, Brielle enjoys supporting the North Carolina State Wolfpack, attending summer concerts and spending time with her family.