The Tampa financial advisors are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

Barbara Phethean

First Vice President - Branch Director

813-574-4461 | Email |
813-286-3087

An energetic and forward thinking business leader, Barbara Phethean is the Branch Director of RBC Wealth Management. She brings over 25 years of Industry experience as a successful Institutional Sales Person in both Equity and Fixed Income Securities. She offers entrepreneurial creativity, communication agility and wisdom to drive bottom line growth, inspire peak performance and cultivate meaningful client relationships built on respect, loyalty, and trust. Her approachable and engaging personality, complimented by her ability to connect with people at all levels, has proven to be a defining management strategy that brings out the best in everyone. As Branch Director, her responsibility is to ensure that clients have access to all the resources RBC Wealth Management offers through the highest quality financial advisors. She enjoys recruiting, retaining, managing and mentoring financial advisors to deliver world class financial advice to create financial security and peace of mind for clients and their families. 


Barbara is a native of Tampa and graduate of USF. She is a board member of CFA Society of Tampa Bay and USF Muma College of Business Personal Financial Planning Program. She has an active and healthful lifestyle enjoying tennis, volleyball, dancing, scuba diving, and traveling. 

Consulting team

With individual specializations across a variety of financial disciplines, our consulting team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

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Van Pate

Wealth Strategist


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Sean Gray

Wealth Management Consultant


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Tom Nagle

Trust Consultant


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David Brown

Wealth Planning Consultant