BEND, Ore. (March 8, 2022) – RBC Wealth Management today welcomed Ryan McHugh, CFP®, Senior Vice President – Financial Advisor, to its Bend branch from UBS.
McHugh joins the firm with approximately $270 million in client assets and 11 years of experience developing strategic plans designed to achieve long-term investment goals for families and businesses. He was named to Forbes’ “America’s Top Next-Gen Advisors” list in 2018 and its “Next-Gen Best-in-State Wealth Advisors” list in 2019.
The McHugh Investment Group also includes two support staff members:
“We were drawn to RBC Wealth Management’s unique culture and deep respect for the client-advisor relationship,” McHugh said. “The firm’s values closely align with our own. This, paired with the broad platform of resources, support and autonomy granted to advisors, made it the best fit for our team.”
“Ryan, Nona and Jordan are incredibly talented financial professionals who constantly strive to deliver top-tier service to their clients,” said Nate Angelo, Pacific Northwest Complex director. “We are thrilled to welcome them to the RBC Wealth Management family.”
“The team is known for having a strong work ethic, sound financial principles, and disciplined investment strategies and will make a great addition to our Bend office,” said Pamela Carty, Bend branch director.
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 $537 billion in total client assets with more than 2,100 financial advisors operating in 183 locations in 42 states.
Hannah Pederson, RBC Wealth Management, 612-371-2365, firstname.lastname@example.org
The 2019 “Forbes Top Next-Gen Wealth Advisors” and “Best-in-State Next-Gen Wealth Advisors” award was announced June 2019. Data as of 3/31/2019. SHOOK considered advisors born in 1980 or later with a minimum 4 years as an advisor. The 2018 “Forbes Top Next-Gen Wealth Advisors” award was announced July 2018. Data as of 3/31/2018. SHOOK considered advisors born in 1979 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; 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. 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. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. 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.