MINNEAPOLIS, Minnesota (June 12, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that Ann Marie Etergino, a managing director – financial advisor at the firm’s Chevy Chase, MD branch, has again been named to the Barron’s Top 100 Women Financial Advisors for 2018. This exclusive list recognizes women financial advisors for their exceptional performance, professionalism and client service.
“I am incredibly proud to congratulate Ann Marie for receiving this prestigious honor,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “This well-deserved recognition is a testament to Ann Marie’s talent and passion, as well as to her unwavering commitment to her clients.”
Ann Marie was also named to this list in 2017, and has been recognized on other awards, including Forbes’ “America’s Top Women Wealth Advisors” list, Financial Times’ Top 100 Women Advisors and Top 400 Wealth Advisors, and the Barron’s Top 1200 Financial Advisors ranking.
Etergino leads the Etergino Group(Open in new window), a team of six investment professionals managing over $1.1 Billion in assets, which provides holistic wealth management services – featuring personalized wealth planning, a disciplined asset management process and fee-based solutions – to financially successful private clients and institutional investors. Over the past 35 years, the team has developed a strong specialization in delivering sophisticated solutions for individuals and families who have highly complex financial lives. The team’s mission statement “Connecting Wealth with Purpose” speaks to the team’s unique approach to financial management, one that fully integrates their client’s wealth with their unique purpose to enhance our client’s lives.
Etergino credits her team for their unwavering commitment to excellence and outstanding client service that leads to deep client satisfaction: “Our clients know how much we care and we are grateful not just for the confidence they place in us, but also for referrals of their families and friends.”
Barron’s used a number of factors to determine the rankings including: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
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 $336 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 41 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239, jonell.lundquist@rbc.com
The 2018 Barron’s “Top 100 Women Financial Advisors” award was announced June 2018. Data as of 3/31/2018. The award is based on the following criteria: professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports and more. 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.
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.