We work closely with a select group of families and businesses in the management of their financial needs.

They employ us to leverage our time, experience, and expertise required to care for their wealth.  We strive to understand and provide input in all facets of their financial affairs, therefore creating a deeper, longer-term relationship than typically expected from a financial advisor.

Carl Turner, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

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For more than 28 years, Carl has worked in the financial services industry and recently completed 26 of those at RBC Wealth Management. He holds his Series 7, 63 and 65 securities licenses, the Accredited Wealth Manager designation, and long-term care and life insurance licenses. Carl specializes in selecting individual tax-free bonds and monitors the fixed income portfolios for all our clients. In addition to managing the team’s fixed income investments, he oversees the selection and ongoing research of equity money managers and certain individual equities. Carl is our team lead in 401(k) management for corporate plans, along with individual IRAs to comply with the DOL fiduciary standard.

Carl joined RBC Wealth Management in 1992, working in Rocky Mount, and still lives there today with his family. He is a graduate of East Carolina University with a bachelor’s degree in business. The entire family spends time supporting the East Carolina Pirates as a favorite activity. Carl also enjoys spending time at Lake Gaston along with other hobbies, including cycling, daily walking and weight training.

Frank W Fisher, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

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As co-founder of the team and a CERTIFIED FINANCIAL PLANNERTM practitioner, Frank helps our clients make all kinds of critical decisions about their finances and wealth. He employs a systematic, methodical approach to understand every aspect of their financial lives, then utilizes several industry-leading tools to interpret and guide recommendations and uncover any financial “blind spots.”

With more than 26 years of direct financial experience, Frank holds a bachelor’s degree in economics from the University of North Carolina at Chapel Hill. He holds the designation of Accredited Wealth Manager and the CERTIFIED FINANCIAL PLANNERTM certification, along with his Series 7, 63 and 65 securities licenses, and his insurance license. Frank is a member of the Investment and Wealth Institute (formerly IMCA), where he recently completed their Applied Behavioral Finance Certificate Program, a program designed to effectively guide investors through a prudent decision-making process. He currently serves on the RBC Wealth Management – U.S. Investment Committee Advisory Council, a twelve-member council charged with the effective delivery of RBC’s investment capabilities to all U.S. financial advisors.

Frank and his wife, Anne, live in Greenville, and have four children between them. Frank is an active member of his church and volunteers his time with Kairos Prison Ministry and the Vidant Medical Center Foundation. In his spare time, Frank competes in triathlons (swimming, biking, and running) and has participated in more than 100 competitions through the last twenty years.

Missy Daniels

Senior Investment Associate


Missy began her career with RBC in 1992, working at Centura Bank in all facets of retail banking. She joined RBC Centura Securities, now RBC Wealth Management, in 1997. A graduate of Nash Community College with an Associate of Arts degree, Missy holds the Series 7 and 63 securities licenses, and her insurance license. She brings strong industry knowledge and experience to our high-net-worth clientele. Missy handles all reviews and order entry for our team.

Missy is a mother of three children: Brittany, Joshua and Matthew. Missy and her husband, Donnie, live in Rocky Mount where they are active members of their church and community. Away from work, Missy and Donnie enjoy spending time with family, cheering on the Pirates of East Carolina University and boating at Lake Gaston.

Renee Griffin

Senior Client Associate


Renee began her career with RBC in 1988 working at Planter Bank/Centura and had a variety of roles there. In 1996, Renee moved over to RBC Wealth Management, working in Operations. She was back office support staff for the financial advisors for several years until moving into the senior client associate role. Renee enjoys working with our clients and providing friendly, prompt attention to client requests and any number of administrative functions.

Renee graduated from Nash Community College with an Associate of Arts degree and currently lives in Nashville with her husband, Randy, and two girls, Miranda and Elana. She enjoys watching her girls play sports. They both run cross country and the younger one is very active in travel softball. Renee and Randy are also active in their local church. When her family is not running or watching softball, they enjoy time together at Lake Gaston.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Les Williams

Wealth Strategist

Sean Gray

Wealth Management Consultant

Tom Nagle

Trust Consultant