{"id":867,"date":"2023-04-04T00:00:00","date_gmt":"2023-04-04T00:00:00","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2023-04-04\/rbc-wealth-management-congratulates-156-financial-advisors-named-to-forbes-best-in-state-wealth-advisors-list\/"},"modified":"2023-10-03T12:35:28","modified_gmt":"2023-10-03T16:35:28","slug":"rbc-wealth-management-congratulates-156-financial-advisors-named-to-forbes-best-in-state-wealth-advisors-list","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2023-04-04\/rbc-wealth-management-congratulates-156-financial-advisors-named-to-forbes-best-in-state-wealth-advisors-list","title":{"rendered":"RBC Wealth Management congratulates 156 financial advisors named to Forbes \u201cBest-In-State Wealth Advisors\u201d list"},"content":{"rendered":"<p><strong>MINNEAPOLIS (April 4, 2023)<\/strong> \u2013 RBC Wealth Management \u2013 U.S., one of the nation\u2019s largest full-service     wealth management firms, announces that 156 financial advisors were named to the Forbes \u201cBest-In-State Wealth     Advisors\u201d list for 2023. The annual list recognizes financial advisors across the country for their exceptional     performance, professionalism and client service.<\/p>  <p>\u201cThese advisors consistently go above and beyond to serve the needs of their clients, and have earned their     recognition as \u2018best-in-state\u2019,\u201d said Michael Armstrong, CEO of RBC Wealth Management \u2013 U.S. \u201cWe congratulate them     on this well-deserved honor.\u201d<\/p>  <p>The complete list of RBC Wealth Management advisors named to the \u201cBest-In-State Wealth Advisors\u201d list: <\/p>  <div class=\"row mb-1-half\">     <div class=\"col-lg-6\">         <ul class=\"list-links\">             <li class=\"mb-half\">Christopher Andreach, Florham Park, NJ<\/li>             <li class=\"mb-half\">Lawrence Andrews, La Jolla, CA<\/li>             <li class=\"mb-half\">Nicholas Anger, La Jolla, CA<\/li>             <li class=\"mb-half\">Brett Bartman, Nashville, TN<\/li>             <li class=\"mb-half\">Patricia Baum, Annapolis, MD<\/li>             <li class=\"mb-half\">Shayne Beecher, Lancaster, PA<\/li>             <li class=\"mb-half\">Kevin Blonkvist, Jr., Midland, TX<\/li>             <li class=\"mb-half\">Kevin Blonkvist, Sr., Midland, TX<\/li>             <li class=\"mb-half\">Robert Boland, Philadelphia, PA<\/li>             <li class=\"mb-half\">Robert Bosart, Bloomfield Hills, MI<\/li>             <li class=\"mb-half\">Shea Boulware-Creed, Phoenix, AZ<\/li>             <li class=\"mb-half\">Robert Bourgault, Providence, RI<\/li>             <li class=\"mb-half\">Thomas Brandt, Wayzata, MN<\/li>             <li class=\"mb-half\">William Bredice, Kirkland, WA<\/li>             <li class=\"mb-half\">Jason Burkett, Fort Collins, CO<\/li>             <li class=\"mb-half\">Michael Busick, Green Bay, WI<\/li>             <li class=\"mb-half\">Matthew Buzzell, Rochester, MN<\/li>             <li class=\"mb-half\">Robert Carmichael, Walnut Creek, CA<\/li>             <li class=\"mb-half\">Thomas Carter III, Annapolis, MD<\/li>             <li class=\"mb-half\">Christopher Cates, Albuquerque, NM<\/li>             <li class=\"mb-half\">Catherine Chen, San Francisco, CA<\/li>             <li class=\"mb-half\">Blaine Christensen, Casper, WY<\/li>             <li class=\"mb-half\">Nicholas Ciriello, Beverly Hills, CA<\/li>             <li class=\"mb-half\">Gabrielle Clemens, Boston, MA<\/li>             <li class=\"mb-half\">John Conlin, Shoreview, MN<\/li>             <li class=\"mb-half\">Marc Coopersmith, Florham Park, NJ<\/li>             <li class=\"mb-half\">James Covell, Hampton Bays, NY<\/li>             <li class=\"mb-half\">Tim Cowdrey, Scottsdale, AZ<\/li>             <li class=\"mb-half\">Oliver Crandall, Washington, DC<\/li>             <li class=\"mb-half\">Nicholas Crane, El Dorado Hills, CA<\/li>             <li class=\"mb-half\">Kris Dahl, Scottsdale, AZ<\/li>             <li class=\"mb-half\">Mary Elizabeth Dale, Atlanta, GA<\/li>             <li class=\"mb-half\">Grant DeVaul, Century City, CA<\/li>             <li class=\"mb-half\">Mark Dewane, Phoenix, AZ<\/li>             <li class=\"mb-half\">Joseph Di Vito, Phoenix, AZ<\/li>             <li class=\"mb-half\">Frank Dingle, Hunt Valley, MD<\/li>             <li class=\"mb-half\">Hilary Doherty, Kirkland, WA<\/li>             <li class=\"mb-half\">Ollin Driver, Asheville, NC<\/li>             <li class=\"mb-half\">Patrick Elliott, Bainbridge Island, WA<\/li>             <li class=\"mb-half\">Eric Englund, San Francisco, CA<\/li>             <li class=\"mb-half\">Mike Enright, Shoreview, MN<\/li>             <li class=\"mb-half\">Blake Epstein, Philadelphia, PA<\/li>             <li class=\"mb-half\">Ann Marie Etergino, Chevy Chase, MD<\/li>             <li class=\"mb-half\">Richard Fairchild, Dallas, TX<\/li>             <li class=\"mb-half\">Vance Falbaum, Tucson, AZ<\/li>             <li class=\"mb-half\">Patrick Farley, Greenbrae, CA<\/li>             <li class=\"mb-half\">Brian Flader, Phoenix, AZ<\/li>             <li class=\"mb-half\">Justin Fletchall, Madison, WI<\/li>             <li class=\"mb-half\">Andrew Foldenauer, Richmond, VA<\/li>             <li class=\"mb-half\">Melanie Folstad, Chevy Chase, MD<\/li>             <li class=\"mb-half\">Louis Foran, Columbia, MD<\/li>             <li class=\"mb-half\">Brian Ford, Richmond, VA<\/li>             <li class=\"mb-half\">Leslie Fox, Houston, TX<\/li>             <li class=\"mb-half\">Rick Friedman, Houston, TX<\/li>             <li class=\"mb-half\">David Galardini, Canonsburg, PA<\/li>             <li class=\"mb-half\">J Charles Gall, Portland, OR<\/li>             <li class=\"mb-half\">Michael Gara, Princeton, NJ<\/li>             <li class=\"mb-half\">Mike Geri, Seattle, WA<\/li>             <li class=\"mb-half\">Eric Glasband, Boca Raton, FL<\/li>             <li class=\"mb-half\">Gregory Glosser, Dallas, TX<\/li>             <li class=\"mb-half\">Chad Goerner, Princeton, NJ<\/li>             <li class=\"mb-half\">Ryan Griego, Pueblo, CO<\/li>             <li class=\"mb-half\">Edward Griswold, Wellesley Hills, MA<\/li>             <li class=\"mb-half\">Brannon Guyette, Green Bay, WI<\/li>             <li class=\"mb-half\">Mary Ann Heeren, Seattle, WA<\/li>             <li class=\"mb-half\">Rick Hegge, St. Paul, MN<\/li>             <li class=\"mb-half\">David Heide, Palos Heights, IL<\/li>             <li class=\"mb-half\">Andrew Hensen, Clive, IA<\/li>             <li class=\"mb-half\">David Henwood, St. Petersburg, FL<\/li>             <li class=\"mb-half\">William Herf, Scottsdale, AZ<\/li>             <li class=\"mb-half\">Laura Herrera, Hagerstown, MD<\/li>             <li class=\"mb-half\">John Hershey III, Hagerstown, MD<\/li>             <li class=\"mb-half\">William Hertzog, Phoenix, AZ<\/li>             <li class=\"mb-half\">Kirk High, Fort Worth, TX<\/li>             <li class=\"mb-half\">David Hillard, Rapid City, SD<\/li>             <li class=\"mb-half\">Brandon Honcoop, Kirkland, WA<\/li>             <li class=\"mb-half\">Susan Hovanec, Washington, DC<\/li>             <li class=\"mb-half\">Aaron Howe, Wayzata, MN<\/li>          <\/ul>     <\/div>     <div class=\"col-lg-6\">         <ul class=\"list-links\">             <li class=\"mb-half\">James Jackson, Portland, ME<\/li>             <li class=\"mb-half\">Margaret Jackson, Annapolis, MD<\/li>             <li class=\"mb-half\">Ben Joel, Atlanta, GA<\/li>             <li class=\"mb-half\">Lori Keller, Rapid City, SD<\/li>             <li class=\"mb-half\">Michael Kemp, Roanoke, VA<\/li>             <li class=\"mb-half\">Kelly Kilkenny Hale, Portland, OR<\/li>             <li class=\"mb-half\">Brian King, Eagle, ID<\/li>             <li class=\"mb-half\">Matthew Kock, Minocqua, WI<\/li>             <li class=\"mb-half\">Daniel Kolb, Brookfield, WI<\/li>             <li class=\"mb-half\">Heather Krause, Seattle, WA<\/li>             <li class=\"mb-half\">Tania Kvakic, Phoenix, AZ<\/li>             <li class=\"mb-half\">Mike Ladge, Beverly Hills, CA<\/li>             <li class=\"mb-half\">Jeri Larrinaga, Pueblo, CO<\/li>             <li class=\"mb-half\">John Larsen, Mequon, WI<\/li>             <li class=\"mb-half\">Jacqueline Larson, Minnetonka, MN<\/li>             <li class=\"mb-half\">Barbara Letvinchuk, Nashua, NH<\/li>             <li class=\"mb-half\">Christopher Leverett, Rochester, NY<\/li>             <li class=\"mb-half\">Nelson Link, Roanoke, VA<\/li>             <li class=\"mb-half\">Eden Lopez-Robles, New York, NY<\/li>             <li class=\"mb-half\">Wade Martin, Princeton, NJ<\/li>             <li class=\"mb-half\">Robert McCarthy, Raleigh, NC<\/li>             <li class=\"mb-half\">Brooke McGeehan, Princeton, NJ<\/li>             <li class=\"mb-half\">Scott Merriman, Seattle, WA<\/li>             <li class=\"mb-half\">John Micera, Florham Park, NJ<\/li>             <li class=\"mb-half\">David Miller, Huntington, WV<\/li>             <li class=\"mb-half\">Henry Miller IV, Richmond, VA<\/li>             <li class=\"mb-half\">Cyril Mouaikel, Watertown, NY<\/li>             <li class=\"mb-half\">Gordon Nearing, Stuart, FL<\/li>             <li class=\"mb-half\">Rhett Neuman, Stillwater, MN<\/li>             <li class=\"mb-half\">Tonya Nichols, Portland, OR<\/li>             <li class=\"mb-half\">Elizabeth Norman, Madison, WI<\/li>             <li class=\"mb-half\">Steven Ogle, San Antonio, TX<\/li>             <li class=\"mb-half\">Graham O&#8217;Kelly, Newport Beach, CA<\/li>             <li class=\"mb-half\">Carlton Pace, San Jose, CA<\/li>             <li class=\"mb-half\">Glenn Pahnke, Scottsdale, AZ<\/li>             <li class=\"mb-half\">Raymond Paquet, Oklahoma City, OK<\/li>             <li class=\"mb-half\">Robert Parr, McLean, VA<\/li>             <li class=\"mb-half\">Bryan Pedersen, Cheyenne, WY<\/li>             <li class=\"mb-half\">Thomas Pink, Minnetonka, MN<\/li>             <li class=\"mb-half\">Charles &#8220;Chip&#8221; Pisoni, Scottsdale, AZ<\/li>             <li class=\"mb-half\">John Randolph, Wayzata, MN<\/li>             <li class=\"mb-half\">Wael Rashidi, Ashwaubenon, WI<\/li>             <li class=\"mb-half\">Tom Riley, Longview, TX<\/li>             <li class=\"mb-half\">Michael Riley, Rockville, MD<\/li>             <li class=\"mb-half\">Christopher Rogers, Seattle, WA<\/li>             <li class=\"mb-half\">Beth Rosenwald, Baltimore, MD<\/li>             <li class=\"mb-half\">Steven Ross, Chevy Chase, MD<\/li>             <li class=\"mb-half\">Jaime Sahlstrom, Minneapolis, MN<\/li>             <li class=\"mb-half\">Diane Schaefer, Washington, DC<\/li>             <li class=\"mb-half\">Wayne Schluchter, St. Cloud, MN<\/li>             <li class=\"mb-half\">Patrick Severo, Beverly Hills, CA<\/li>             <li class=\"mb-half\">Reva Shakkottai, Los Angeles, CA<\/li>             <li class=\"mb-half\">Fred Sherrill, Annapolis, MD<\/li>             <li class=\"mb-half\">Dustin Smith, Naples, FL<\/li>             <li class=\"mb-half\">Jared Smith, Charlotte, NC<\/li>             <li class=\"mb-half\">Thomas Smith, Tyler, TX<\/li>             <li class=\"mb-half\">Dave Sogge, Greenwood Village, CO<\/li>             <li class=\"mb-half\">Dennis Stanek, Farmington, CT<\/li>             <li class=\"mb-half\">Christopher Steinhauer, Philadelphia, PA<\/li>             <li class=\"mb-half\">Rick Sterling, Wayzata, MN<\/li>             <li class=\"mb-half\">Amy Sturtevant, Washington, DC<\/li>             <li class=\"mb-half\">Alex Sugar, Boston, MA<\/li>             <li class=\"mb-half\">Deborah Sullivan, Canonsburg, PA<\/li>             <li class=\"mb-half\">Cason Swinn, Las Vegas, NV<\/li>             <li class=\"mb-half\">Christopher Tancill, Madison, WI<\/li>             <li class=\"mb-half\">Holli Terry, Frisco, TX<\/li>             <li class=\"mb-half\">David Thompson, Newport Beach, CA<\/li>             <li class=\"mb-half\">Daniel Toll, Las Vegas, NV<\/li>             <li class=\"mb-half\">DJ Totland, Red Bank, NJ<\/li>             <li class=\"mb-half\">Thomas Van Dyck, San Francisco, CA<\/li>             <li class=\"mb-half\">Christopher VanDusen, Philadelphia, PA<\/li>             <li class=\"mb-half\">Patrick Vaughan, Jr., Hunt Valley, MD<\/li>             <li class=\"mb-half\">Kurt Veldhuizen, Minocqua, WI<\/li>             <li class=\"mb-half\">Christopher Vollmer, New York, NY<\/li>             <li class=\"mb-half\">Todd Weiland, Atlanta, GA<\/li>             <li class=\"mb-half\">Bradley Wheelock, St. Cloud, MN<\/li>             <li class=\"mb-half\">Mark Wilkins, Denver, CO<\/li>             <li class=\"mb-half\">Carol Wilshire, El Segundo, CA<\/li>         <\/ul>     <\/div> <\/div>  <p>The \u201cBest-In-State Wealth Advisors\u201d ranking was developed by SHOOK Research and is based on in-person and telephone     due diligence meetings and 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.<\/p>   <h4 class=\"wp-block-heading has-text-align-left\" >About RBC Wealth Management \u2013 U.S.<\/h4>  <p>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 $510     billion in total client assets with more than 2,100 financial advisors operating in 187 locations in 42 states.<\/p>   <h4 class=\"wp-block-heading has-text-align-left\" >Media Contact<\/h4>  <p>Sam Benshoof, RBC Wealth Management, 612-313-1275, <a         href=\"mailto:samuel.benshoof@rbc.com\">samuel.benshoof@rbc.com<\/a><\/p>   <p class=\"disclaimer\"><em>The 2023 Forbes &#8220;Best-In-State Wealth Advisors&#8221; award was announced April 2023. Data as of 6\/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\u2019s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the         ranking. 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\u2019s         future performance. For more information: <a href=\"https:\/\/www.shookresearch.com\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">www.SHOOKresearch.com <\/a>.     <\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>MINNEAPOLIS (April 4, 2023) \u2013 RBC Wealth Management \u2013 U.S., one of the nation\u2019s largest full-service wealth management firms, announces that 156 financial advisors were named to the Forbes \u201cBest-In-State Wealth Advisors\u201d list for 2023. The annual list recognizes financial advisors across the country for their exceptional performance, professionalism and client service. \u201cThese advisors consistently [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_solution":[],"rbcwm_newsroom_category":[47],"class_list":["post-867","rbcwm_newsroom","type-rbcwm_newsroom","status-publish","hentry","rbcwm_newsroom_category-awards-and-recognition"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>RBC Wealth Management congratulates 156 financial advisors named to Forbes \u201cBest-In-State Wealth Advisors\u201d list - RBC Wealth Management<\/title>\n<meta name=\"description\" content=\"MINNEAPOLIS (April 4, 2023) \u2013 RBC Wealth Management \u2013 U.S., one of the nation\u2019s largest full-service wealth management firms, announces that 156 financial\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2023-04-04\/rbc-wealth-management-congratulates-156-financial-advisors-named-to-forbes-best-in-state-wealth-advisors-list\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"RBC Wealth Management congratulates 156 financial advisors named to Forbes \u201cBest-In-State Wealth Advisors\u201d list\" \/>\n<meta property=\"og:description\" content=\"MINNEAPOLIS (April 4, 2023) \u2013 RBC Wealth Management \u2013 U.S., one of the nation\u2019s largest full-service wealth management firms, announces that 156 financial\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2023-04-04\/rbc-wealth-management-congratulates-156-financial-advisors-named-to-forbes-best-in-state-wealth-advisors-list\" \/>\n<meta property=\"og:site_name\" content=\"RBC Wealth Management\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-03T16:35:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/share-logo-1200x630-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"RBC Wealth Management congratulates 156 financial advisors named to Forbes \u201cBest-In-State Wealth Advisors\u201d list\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2023-04-04\/rbc-wealth-management-congratulates-156-financial-advisors-named-to-forbes-best-in-state-wealth-advisors-list\/\",\"url\":\"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2023-04-04\/rbc-wealth-management-congratulates-156-financial-advisors-named-to-forbes-best-in-state-wealth-advisors-list\/\",\"name\":\"RBC Wealth Management congratulates 156 financial advisors named to Forbes \u201cBest-In-State Wealth Advisors\u201d list - 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