Twenty-One RBC Wealth Management financial advisors named to Forbes’ “Top Women Wealth Advisors” list

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MINNEAPOLIS (March 24, 2021) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that 21 financial advisors were named to the Forbes “Top Women Wealth Advisors” list. The annual ranking recognizes financial advisors across the country using criteria such as assets under management, revenue generated by advisors, and the quality of their practices.

“Congratulations to these hard-working and talented advisors on this well-deserved recognition,” said Michael Armstrong, CEO of RBC Wealth Management-U.S. “This honor highlights their professionalism, integrity, and dedication to providing the highest levels of service to their clients. We are proud to have them represent us on this list.”

The complete list of RBC Wealth Management financial advisors included on the Forbes “Top Women Wealth Advisors” list:

  • Patricia Baum, Annapolis, MD
  • Shea Boulware-Creed, Peoria, AZ
  • Catherine Chen, San Francisco, CA
  • Gabrielle Clemens, Boston, MA
  • Hilary Doherty, Kirkland, WA
  • Ann Marie Etergino, Chevy Chase, MD
  • Tammy Higgins, Edina, MN
  • Susan Hovanec, Washington, D.C.
  • Maureen Kerrigan, Providence, RI
  • Kelly Kilkenny Hale, Portland, OR
  • Heather Krause, Seattle, WA
  • Tania Kvakic, Phoenix, AZ
  • Jackie Larson, Minnetonka, MN
  • Barbara Letvinchuk, Nashua, NH
  • Brooke McGeehan, Princeton, NJ
  • Marilyn Neckes, Palm Beach Gardens, FL
  • Beth Norman, Madison, WI
  • Beth Rosenwald, Baltimore, MD
  • Diane Schaefer, Washington, D.C.
  • Deborah Sullivan, Canonsburg, PA
  • Holli Terry, Frisco, TX

About RBC Wealth Management – U.S.

In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Wealth Management 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 $463 billion in total client assets with more than 2,000 financial advisors operating in 178 locations in 42 states.

Media Contact

Sam Benshoof, RBC Wealth Management, 612-313-1275, samuel.benshoof@rbc.com

The 2021 Forbes “Top Women Wealth Advisors” award was announced March 2021. Data as of 9/30/2020. 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.