MINNEAPOLIS, Minnesota (Nov. 15, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently promoted two women to the branch directors role at the firm.
Jackie Larson, AWM, CFP®, RICP®, recently was named as director of the firm’s Minnetonka, MN branch. Larson, who has over 26 years of industry experience, has been a financial advisor at RBC Wealth Management since 1997. Larson remains active in all aspects of professional and personal lives. She is a married mother of three, is part of a successful team practice, and continues educating herself with certifications including the CFP®. She also supports many charities that have touched her loved ones, such as Be Pink, Pulmonary Fibrosis, Hennepin County Library, Children’s Cancer, Alzheimer’s, Ronald McDonald House and Healing Haiti. Most recently Larson was asked to join RBC Wealth Management’s Women’s Association of Financial Advisor board.
Brooke McGeehan, AWM, CFP®, was promoted to director of the Princeton, NJ branch. She began her career at RBC Wealth Management in 2005 as part of the New York Complex Management team, specifically charged with business development, sales, and marketing. McGeehan became a financial advisor in 2010, with a focus on a financial planning and wealth management. She takes an active role in mentoring other women at the firm, and currently serves as President of RBC Wealth Management’s Women’s Association of Financial Advisors. McGeehan has been featured on a variety of media outlets, including TheStreet.com TV, as well as recently being named to Working Mother’s 2018 Top Wealth Advisor Moms List. She was also featured in an RBC Wealth Management digital storytelling initiative to recruit new female financial advisors to the business.
“At RBC Wealth Management, we are focused on attracting more women to the financial services industry, but more importantly, to leadership positions,” said Kristen Kimmell, Chief of Staff at RBC Wealth Management. “Continuing to add more women in leadership is good for the industry, good for our business, but most importantly, good for our clients. Jackie and Brooke both possess an incredible amount of energy, drive and leadership skills needed to bring their branches to new levels.”
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.