MINNEAPOLIS, Minnesota (October 5, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that five financial advisors were named to the 2018 edition of Working Mother’s Top Wealth Advisor Moms list. The list recognizes top financial advisors at national, independent, regional and bank broker-dealers from across the U.S.
The second-annual list features the top 300 mothers working in wealth management today.
“RBC Wealth Management is extremely proud to congratulate these extremely talented women advisors on receiving this prestigious honor,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “This recognition highlights our advisors’ commitment to the highest standards of client service, as well as their dedication to being responsible stewards of their clients’ assets—all while being hard-working moms.”
The complete list of RBC Wealth Management Working Mother’s 2018 Top Wealth Advisor Moms:
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 $353 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 42 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239, or jonell.lundquist@rbc.com
The 2018 Working Mother Magazine’s “Top Wealth Advisor Moms” award was announced October 2018. Data as of 3/31/2018. SHOOK considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual and in-person interviews and surveys, considering factors such as: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as 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. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. 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, please see 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.