{"id":923,"date":"2022-04-04T13:30:00","date_gmt":"2022-04-04T13:30:00","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2022-04-04\/rbc-wealth-management-congratulates-123-financial-advisors-named-to-forbes-best-in-state-wealth-advisors-list\/"},"modified":"2023-10-03T12:35:39","modified_gmt":"2023-10-03T16:35:39","slug":"rbc-wealth-management-congratulates-123-financial-advisors-named-to-forbes-best-in-state-wealth-advisors-list","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2022-04-04\/rbc-wealth-management-congratulates-123-financial-advisors-named-to-forbes-best-in-state-wealth-advisors-list","title":{"rendered":"RBC Wealth Management congratulates 123 financial advisors named to Forbes\u2019 \u201cBest-In-State Wealth Advisors\u201d list"},"content":{"rendered":"<p><strong>MINNEAPOLIS (April 7, 2022)<\/strong> &ndash; RBC Wealth Management &ndash; U.S., one of the nation&rsquo;s largest full-service wealth management firms, announces that 123 financial advisors were named to the Forbes&rsquo; &ldquo;Best-In-State Wealth Advisors&rdquo; list. The annual list recognizes financial advisors across the country for their exceptional performance, professionalism and client service.<\/p> <p>&ldquo;Congratulations to these advisors on their well-deserved honor,&rdquo; said Michael Armstrong, CEO of RBC Wealth Management &ndash; U.S. &ldquo;Their inclusion on this list represents their integrity and steadfast commitment to serving their clients; they truly are best-in-state.&rdquo;<\/p> <p>The complete list of RBC Wealth Management advisors named to the &ldquo;Best-In-State Wealth Advisors&rdquo; list:<\/p> <div class=\"row mb-2\">     <div class=\"col-sm-6\">       <ul class=\"list-links\">         <li>Nicholas Anger, La Jolla, CA<\/li>         <li>Brett Bartman, Beverly Hills, CA<\/li>         <li>Patricia Baum, Annapolis, MD<\/li>         <li>Shayne Beecher, Lancaster, PA<\/li>         <li>Kevin Blonkvist, Sr., Midland, TX<\/li>         <li>Kevin Michael Blonkvist, Midland TX<\/li>         <li>Robert Boland, Philadelphia, PA<\/li>         <li>Robert Bosart, Bloomfield Hills, MI<\/li>         <li>Shea Boulware-Creed, Peoria, AZ<\/li>         <li>Robert Bourgault, Providence, RI<\/li>         <li>William Bredice, Kirkland, WA<\/li>         <li>Jason Burkett, Fort Collins, CO<\/li>         <li>Michael Busick, Green Bay, WI<\/li>         <li>Matthew Buzzell, Rochester, MN<\/li>         <li>Robert Carmichael, Walnut Creek, CA<\/li>         <li>Thomas Carter, Annapolis, MD<\/li>         <li>Christopher Cates, Albuquerque, NM<\/li>         <li>Catherine Chen, San Francisco, CA<\/li>         <li>Nicholas Ciriello, Beverly Hills, CA<\/li>         <li>Gabrielle Clemens, Boston, MA<\/li>         <li>John Conlin, Shoreview, MN<\/li>         <li>Marc Coopersmith, Florham Park, NJ<\/li>         <li>Jim Covell, New York, NY<\/li>         <li>Tim Cowdrey, Scottsdale, AZ<\/li>         <li>Oliver Crandall, Washington, D.C.<\/li>         <li>Nick Crane, El Dorado Hills, CA<\/li>         <li>Mary Elizabeth Dale, Atlanta, GA<\/li>         <li>Grant DeVaul, Century City, CA<\/li>         <li>Mark Dewane, Phoenix, AZ<\/li>         <li>Joe DiVito, Phoenix, AZ<\/li>         <li>Frank Dingle, Hunt Valley, MD<\/li>         <li>Hilary Doherty, Kirkland, WA<\/li>         <li>Randy Driver, Asheville, NC<\/li>         <li>Pat Elliott, Bainbridge Island, WA<\/li>         <li>Eric Englund, San Francisco, CA<\/li>         <li>Mike Enright, Shoreview, MN<\/li>         <li>Blake Epstein, Philadelphia, PA<\/li>         <li>Ann Marie Etergino, Chevy Chase, MD<\/li>         <li>Ricky Fairchild, Dallas, TX<\/li>         <li>Vance Falbaum, Tucson, AZ<\/li>         <li>Patrick Farley, Greenbrae, CA<\/li>         <li>Brian Flader, Phoenix, AZ<\/li>         <li>Andrew Foldenauer, Richmond, VA<\/li>         <li>Louis Foran, Columbia, MD<\/li>         <li>Brian Ford, Richmond, VA<\/li>         <li>Les Fox, Houston, TX<\/li>         <li>Rick Friedman, Houston, TX<\/li>         <li>David Galardini, Canonsburg, PA<\/li>         <li>J. Charles Gall, Portland, OR<\/li>         <li>Mike Geri, Seattle, WA<\/li>         <li>Eric Glasband, Boca Raton, FL<\/li>         <li>Greg Glosser, Dallas, TX<\/li>         <li>Ryan Griego, Pueblo, CO<\/li>         <li>Edward Griswold, Wellesley Hills, MA<\/li>         <li>Brannon Guyette, Green Bay, WI<\/li>         <li>Kelly Kilkenny Hale, Portland, OR<\/li>         <li>Rick Hegge, St. Paul, MN<\/li>         <li>David Heide, Palos Heights, IL<\/li>         <li>Andrew Hensen, Clive, IA<\/li>         <li>William Hertzog, Phoenix, AZ<\/li>         <li>Tammy Higgins, Edina, MN<\/li>         <li>Kirk High, Fort Worth, TX<\/li>       <\/ul>     <\/div>     <div class=\"col-sm-6\">       <ul class=\"list-links\">         <li>David Hillard, Rapid City, SD<\/li>         <li>David Hollenberg, Florham Park, NJ<\/li>         <li>Brandon Honcoop, Kirkland, WA<\/li>         <li>Susan Hovanec, Washington, D.C.<\/li>         <li>Aaron Howe, Wayzata, MN<\/li>         <li>James Jackson, Portland, ME<\/li>         <li>Ben Joel, Atlanta, GA<\/li>         <li>Lori Keller, Rapid City, SD<\/li>         <li>Brian King, Eagle, ID<\/li>         <li>Daniel Kolb, Brookfield, WI<\/li>         <li>Heather Krause, Seattle, WA<\/li>         <li>Tania Kvakic, Phoenix, AZ<\/li>         <li>Jackie Larson, Minnetonka, MN<\/li>         <li>Barbara Letvinchuk, Nashua, NH<\/li>         <li>Christopher Leverett, Rochester, NY<\/li>         <li>Bob McCarthy, Raleigh, NC<\/li>         <li>Brooke McGeehan, Princeton, NJ<\/li>         <li>Scott Merriman, Seattle, WA<\/li>         <li>David Miller, Huntington, WV<\/li>         <li>Henry Miller, Richmond, VA<\/li>         <li>Cyril Mouaikel, Watertown, NY<\/li>         <li>Gordon Nearing, Stuart, FL<\/li>         <li>Rhett Neuman, Stillwater, MN<\/li>         <li>Tonya Nichols, Portland, OR<\/li>         <li>Beth Norman, Madison, WI<\/li>         <li>Steven Ogle, San Antonio, TX<\/li>         <li>Graham O&rsquo;Kelly, Century City, CA<\/li>         <li>Glenn Pahnke, Scottsdale, AZ<\/li>         <li>Thomas Pink, Stillwater, MN<\/li>         <li>Chip Pisoni, Scottsdale, AZ<\/li>         <li>Tom Riley, Longview, TX<\/li>         <li>Christopher Rogers, Seattle, WA<\/li>         <li>Beth Rosenwald, Baltimore, MD<\/li>         <li>Diane Schaefer, Washington, D.C.<\/li>         <li>Wayne Schluchter, St. Cloud, MN<\/li>         <li>Pat Severo, Beverly Hills, CA<\/li>         <li>Reva Shakkottai, Los Angeles, CA<\/li>         <li>Fred Sherrill, Annapolis, MD<\/li>         <li>Dustin Smith, Naples, FL<\/li>         <li>Jared Smith, Charlotte, NC<\/li>         <li>Thomas Smith, Tyler, TX<\/li>         <li>Dave Sogge, Greenwood Village, CO<\/li>         <li>DJ Stanek, Jr., Farmington, CT<\/li>         <li>Christopher Steinhauer, Philadelphia, PA<\/li>         <li>Rick Sterling, Wayzata, MN<\/li>         <li>Alex Sugar, Boston, MA<\/li>         <li>Deborah Sullivan, Canonsburg, PA<\/li>         <li>Cason Swinn, Las Vegas, NV<\/li>         <li>Christopher Tancill, Madison, WI<\/li>         <li>Holli Terry, Frisco, TX<\/li>         <li>David Thompson, Newport Beach, CA<\/li>         <li>Daniel Toll, Las Vegas, NV<\/li>         <li>DJ Totland, Red Bank, NJ<\/li>         <li>Tom Van Dyck, San Francisco, CA<\/li>         <li>Christopher VanDusen, Philadelphia, PA<\/li>         <li>Pat Vaughan, Jr., Hunt Valley, MD<\/li>         <li>Chris Vollmer, New York, NY<\/li>         <li>Todd Weiland, Atlanta, GA<\/li>         <li>Brad Wheelock, St. Cloud, MN<\/li>         <li>Mark Wilkins, Denver, CO<\/li>         <li>Carol Wilshire, El Segundo, CA<\/li>       <\/ul>     <\/div>   <\/div> <p>The &ldquo;Best-In-State Wealth Advisors&rdquo; 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 &ndash; 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 $537 billion in total client assets with more than 2,100 financial advisors operating in 183 locations in 42 states.&nbsp;<\/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>  <div class=\"wp-block-group disclaimer is-layout-flow wp-block-group-is-layout-flow\"> <p><em>     The 2022 Forbes &#8220;Best-In-State Wealth Advisors&#8221; award was announced April 2022. Data as of 6\/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\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:\u00a0<a href=\"https:\/\/www.shookresearch.com\/\" target=\"_blank\" class=\"link-ext\" rel=\"noopener\">www.SHOOKresearch.com<\/a>. <\/em><\/p> <\/div> ","protected":false},"excerpt":{"rendered":"<p>MINNEAPOLIS (April 7, 2022) &ndash; RBC Wealth Management &ndash; U.S., one of the nation&rsquo;s largest full-service wealth management firms, announces that 123 financial advisors were named to the Forbes&rsquo; &ldquo;Best-In-State Wealth Advisors&rdquo; list. The annual list recognizes financial advisors across the country for their exceptional performance, professionalism and client service. &ldquo;Congratulations to these advisors on [&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-923","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 123 financial advisors named to Forbes\u2019 \u201cBest-In-State Wealth Advisors\u201d list - RBC Wealth Management<\/title>\n<meta name=\"description\" content=\"MINNEAPOLIS (April 7, 2022) &ndash; RBC Wealth Management &ndash; U.S., one of the nation&rsquo;s largest full-service wealth management firms, announces\" \/>\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\/2022-04-04\/rbc-wealth-management-congratulates-123-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 123 financial advisors named to Forbes\u2019 \u201cBest-In-State Wealth Advisors\u201d list\" \/>\n<meta property=\"og:description\" content=\"MINNEAPOLIS (April 7, 2022) &ndash; 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