MINNEAPOLIS, Minnesota (May 9, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that five women financial advisors were named to Forbes’ “America’s Top Women Wealth Advisors” list. This exclusive list, published on Forbes.com on May 1, recognizes women financial advisors for their exceptional performance, professionalism and client service.
“We extend deep congratulations to Patti, Cinda, Ann Marie, Kelly and Beth for this honor and for all of their many accomplishments,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “This recognition is well-deserved and a testament to their ability to build and sustain strong, trusted client relationships.”
The complete list of RBC Wealth Management Forbes America’s Top Women Wealth Advisors:
America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Capital Markets, LLC is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $348 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239, or Jonell.lundquist@rbc.com
The 2018 Forbes “Top Women Wealth Advisors” award was announced May 2018. Data as of 9/30/2017. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.