RBC Wealth Management congratulates 33 financial advisors named to Forbes’ “Top Women Wealth Advisors” list

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MINNEAPOLIS (Feb. 4, 2022) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that 33 financial advisors were named by Forbes as “Top Women Wealth Advisors” for 2022. 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.

“We are proud to have these 33 advisors represent us on this national list,” said Michael Armstrong, CEO of RBC Wealth Management-U.S. “This recognition is well-deserved, and highlights their hard work, talent and commitment to providing the highest levels of service to their clients.”

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
  • Mary Elizabeth Dale, Atlanta, GA
  • Hilary Doherty, Kirkland, WA
  • Karen English, Spokane, WA
  • Ann Marie Etergino, Chevy Chase, MD
  • Kelly Hale, Portland, OR
  • Brooke Hawley, Seattle, WA
  • Tammy Higgins, Edina, MN
  • Susan Hovanec, Washington, D.C.
  • Lori Keller, Rapid City, SD
  • Maureen Kerrigan, Providence, RI
  • Heather Krause, Seattle, WA
  • Tania Kvakic, Phoenix, AZ
  • Jeri Larrinaga, Pueblo, CO
  • Jackie Larson, Minnetonka, MN
  • Barbara Letvinchuk, Nashua, NH
  • Brooke McGeehan, Princeton, NJ
  • Marilyn Neckes, Palm Beach Gardens, FL
  • Tonya Nichols, Portland, OR
  • Beth Norman, Madison, WI
  • Beth Rosenwald, Baltimore, MD
  • Jaime Sahlstrom, Minneapolis, MN
  • Diane Schaefer, Washington, D.C.
  • Reva Shakkottai, Manhattan Beach, CA
  • Kimberly Shappee, Missoula, MT
  • Amy Sturtevant, Washington, D.C.
  • Deborah Sullivan, Canonsburg, PA
  • Kristie Svejda, Leawood, KS
  • Holli Terry, Frisco, TX
  • Carol Wilshire, El Segundo, CA

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 $542 billion in total client assets with more than 2,100 financial advisors operating in 182 locations in 42 states.

Media Contact

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

The 2022 Forbes “Top Women Wealth Advisors” and “Top Women Wealth Advisors Best-in-State” award was announced February 2022. Data as of 9/30/2021. 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.