Joseph J Martello

Managing Director - Financial Advisor

831-333-5911 | Email
831-333-5914

Joe Martello is a Managing Director - Financial Advisor at RBC Wealth Management, formerly Sutro & Company. He has been assisting high net worth individuals in achieving their investment goals since 1985.

Joe specializes in municipal, corporate and government bonds. He also advises his clientele on their retirement portfolios and estate planning needs. Managing over $900 million in client assets, Joe’s investment philosophy leans more toward the conservative side. He believes that money is a lot harder to keep than it is to make and that tortoise, versus the hare, ultimately wins the race.

Being a member of RBC Wealth Management’s Chairman’s Council, Joe is one of the top 100 financial advisors in the firm. He maintains an office in Monterey, CA. Joe graduated in 1981 from Miami University in Oxford, Ohio, with a Bachelor of Arts degree in Business Administration. He currently resides in Pebble Beach with his wife, Janine. Besides being a family man, Joe is an avid reader and enjoys a variety of athletic activities.

Jon Jacobson, CFA

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

310-205-7711 | Email |
310-859-0408

For over 20 years, Jon has been working with individual and institutional investors. In 2005, he joined the Portfolio Focus™ Group at RBC Wealth Management. Prior he spent more than six years at Smith Barney working with a senior partner managing approximately $1.5 billion in client assets. He has also worked as an associate portfolio manager at Payden and Rygel, an institutional fixed income firm with $35 billion in assets under management. Jon earned the Chartered Financial Analyst (CFA) designation in 1999 and is currently a member of the Los Angeles Society of Financial Analysts and the CFA Institute. He received his Bachelor of Science degree in managerial economics from the University of California, Davis.

Being a member of RBC Wealth Management’s Chairman’s Council, Jon is one of the top 100 financial advisors in the firm. He formely served as a trustee for the Providence Little Company of Mary Foundation. Jon lives in Redondo Beach with his wife, Emily, and two daughters, Alexis and Maya. He enjoys playing golf and volunteering in the local community.

Annie Wight, CFP®

Senior Financial Associate

949-720-8913 | Email
831-333-5919

Annie joined RBC Wealth Management in September of 2007. She received her BA from UC Berkeley in 2007 where she also played water polo. In 2008 Annie received the RBC Award of Excellence where she was recognized for her outstanding performance.

Annie has her Series 7 and 66 FINRA registrations, and is a Certified Financial Planner. She obtained her insurance license in 2014. Annie helps clients review and construct asset allocations, provides guidance on retirement income planning and assists clients with the different phases of estate planning.

Annie enjoys participating in the Swim Across America San Francisco to raise funds for cancer research. When she's not in the office Annie enjoys yoga, the beach and spending time with her family.

Luis Luna

Senior Registered Client Associate

310-205-7733 | Email

Luis joined RBC in 2012 and serves as the primary contact for operational and administrative matters. With over 10 years of experience in the financial services industry, Luis worked at Deutsche Bank and UBS focusing on operations and administration with wealth management and business development. Luis graduated from the USC Marshall School of Business where he majored in Business Administration with an emphasis in Finance and Business Economics. He holds both the Series 7 and 66 securities licenses.

Kathleen Huggins

Branch Service Mgr/Sr Registered Client Assoc

831-333-5907 | Email
831-333-5914

Kathleen joined RBC Wealth Management in April 2012, after spending numerous years within the banking and educational sectors. Kathleen received her BA from California Coast University in 2003. In 2013, she received the RBC Award of Excellence where she was recognized for her exceptional performance. In addition, Kathleen also received an award in 2014 for promoting Culture throughout the RBC San Francisco Complex.  She holds the Series 7 securities license.

Kathleen is actively involved in non-profit/service organizations within the community. Under her leadership, Kathleen helped fundraise over $1 million for the American Cancer Society, three consecutive years. She believes in giving back to one's community and has passed this philosophy onto her two daughters, Alexandra & Olivia. In addition to family time, Kathleen enjoys photography, golfing, and playing with her 2 border collies.