The Huguenot Investment Group At RBC Wealth Management 
The Huguenot name is observed in many communities throughout the United States with the naming of churches, schools, neighborhoods and bridges. The history behind our name comes from the late 1600s and early 1700s, when a group of Huguenots immigrated to the Atlantic coast from France in a quest to find freedoms not afforded them in their home country. When they arrived, the acting colonial governor sent them to the Richmond area - the frontier of the new world at that time - to defend the eastern shores and to grow the territory. Through persistence and hard work, the Huguenots successfully established a permanent settlement, laying the foundation for those who followed.

Today, in the same spirit, our team strives daily to serve, protect, and grow our client's wealth.

Team Members Serving Clients 
As financial complexity continues to grow, it is clear that clients benefit from a team approach which allows for additional resources, more expertise, and better client service. Below is a summary of the individuals comprising our team.


Kevin Williams, MBA

Senior Managing Director - Branch Director, Private Client Group

804-225-1488 | Email |
804-225-1495

Kevin brings decades of experience in both corporate banking and portfolio management in the wealth management industry. He is the group leader and head portfolio manager - portfolio FOCUS program for the team’s core investment accounts.

He has oversight responsibility for over $1 Billion of client assets, for which the group directly manages $350 million, in his capacity as Branch Director and portfolio manager, based in Richmond, VA. He’s been a top level advisor and held numerous managerial roles throughout his career, giving him broad experience in a range of issues surrounding investments, banking, financial analysis, compliance and legal.

Kevin is the past President of the Virginia Securities Industry Association and is a current Arbitrator for the Financial Industry Regulatory Authority. He's active in his community and serves as a Charitable Advisor for the Virginia Museum of Fine Arts, and is a member of The Society of Colonial Wars.   He received his Bachelor of Science degree from the University of Colorado, and earned a Master of Business Administration degree from Southern Methodist University.

Lee Harriss, CFA

First Vice President - Financial Advisor

252-451-7084 | Email
252-451-7081

Lee brings more than forty years of investment and banking experience. He serves as co-portfolio manager - portfolio FOCUS program for the team.

Early in his career, Lee was a credit analyst and commercial loan officer. He began his investment career over thirty years ago. After serving as an account executive he managed an equity income fund as well as US Government and North Carolina Municipal bond funds. He continues to specialize in fixed income and in equity strategies focused on large and mid-cap dividend-paying stocks.

Lee is a Chartered Financial Analyst. As a CFA he is a member of the CFA Institute and of The CFA Society North Carolina. He graded the CFA Exam for five years.

He serves as a member of The United Methodist North Carolina Conference Committee on Finance and Administration.

He is a graduate of Washington and Lee University and of The National Commercial Lending School at The University of Oklahoma.

Bob Lang, AWM

Senior Vice President - Financial Advisor, Accredited Wealth Manager

804-225-1469 | Email
804-225-1466

Bob is a 37 - year plus veteran at RBC and its predecessor companies. Bob’s main roles on the team are to coordinate client wealth management planning activities, lead our fixed income services, and provide research support.

Bob has been a top level advisor at the firm for many years, and has consistently been the recipient of RBC Wealth Management’s annual awards and recognitions. He’s a graduate of Virginia Commonwealth University and began his career with the National Association of Securities Dealers as a senior analyst in its Corporate Financing Department. He also has earned the designation of Accredited Wealth Manager, RBC’s internal, professional designation which develops additional competencies in the Wealth Management area. Bob is active in the community and has continuously served in the Fredericksburg Lion’s Club for more than 30 years. He has held various leadership positions including past President, and in 2008, the membership bestowed him the prestigious Melvin Jones Fellow Award for humanitarian service to his community.

Neal Clark

First Vice President - Financial Advisor

252-451-7086 | Email
252-451-7081

Neal was a 1980 graduate of North Carolina Wesleyan College he earned a Bachelor of Science degree. Neal has been providing financial advice to clients since 1993. As a financial advisor, he passed the Series 7 general securities exam, Series 63 Uniform State Law Exam, and the Series 65 Registered Investment Advisor exam. In addition, Neal is also a licensed agent for life, accident, health, medicare supplement and long-term care insurance, as well as variable and fixed annuities.

Neal and his wife live in Rocky Mount, NC. They have two children and are members of Lakeside Baptist Church, where he was past director of the board of finance. Neal is a member of the Rocky Mount Shrine Club. Neal and his family enjoy boating, fishing, water, and snow skiing.

Bonnie Bowling

Senior Investment Associate

804-225-1450 | Email
804-225-1466

Bonnie has been in the financial services industry since 1989. She has held several positions including those within operations and compliance. Since joining RBC Wealth Management in 2009, she has held the position of Senior Investment Associate. Bonnie holds the Series 7, 9, 10, and 63 FINRA licenses.

Outside of the office, Bonnie is a Girl Scout leader and volunteers within multiple literacy non profit organizations. Bonnie and her husband live in Henrico with their daughter Unity and dog Miley. They enjoy travelling and working within the community.

Renee Griffin

Senior Client Associate

252-451-7090 | Email
252-451-7081

 

Renee has over 25 years of industry experience in operations and as a client associate. Her role on the team is client administrative work and operational support for our financial advisors and clients.  Renee is a cross country and a softball mom.  She spends a good bit of her time away from the office supporting her daughters' athletics. 

Beverly Wilson

Senior Investment Associate

804-225-1412 | Email
804-225-1466

 

Bev has more than 30 years of industry experience as a client service associate. Her role on the team is to handle operational and client administrative work and make sure the clients are well served.