MINNEAPOLIS (February 2, 2023) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that 45 financial advisors were recognized on the annual Forbes “Top Women Wealth Advisors” list for 2023.
Ann Marie Etergino, a financial advisor in the firm’s Chevy Chase, Maryland branch, was named to the “Top 100 Women Wealth Advisors” ranking, and was joined by 44 other advisors on the “Top Women Wealth Advisors Best-in-State” ranking.
The annual award 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 congratulate these extremely talented financial advisors,” said Michael Armstrong, CEO of RBC Wealth Management-U.S. “They strive every day to deliver the highest level of service to their clients, and have earned this important recognition.”
The complete list of RBC Wealth Management financial advisors recognized by Forbes as a “Top Women Wealth Advisor”:
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 $489 billion in total client assets with more than 2,100 financial advisors operating in 186 locations in 42 states.
Sam Benshoof, RBC Wealth Management, 612-313-1275, firstname.lastname@example.org
Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-in-State The 2023 Forbes “Top Women Wealth Advisors” and “Top Women Wealth Advisors Best-in-State” award was announced February 2023. Data as of 9/30/2022. 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.