{"id":925,"date":"2020-01-15T00:00:00","date_gmt":"2020-01-15T00:00:00","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2020-01-15\/fifty-six-rbc-wealth-management-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":"fifty-six-rbc-wealth-management-financial-advisors-named-to-forbes-best-in-state-wealth-advisors-list","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2020-01-15\/fifty-six-rbc-wealth-management-financial-advisors-named-to-forbes-best-in-state-wealth-advisors-list","title":{"rendered":"Fifty-six RBC Wealth Management financial advisors named to Forbes\u2019 \u201cBest-In-State Wealth Advisors\u201d list"},"content":{"rendered":"<p><strong>MINNEAPOLIS (January 16, 2020)<\/strong> &ndash; RBC Wealth Management, one of the nation&rsquo;s largest full-service wealth management firms, announces that 56 financial advisors were named to <a href=\"https:\/\/www.forbes.com\/best-in-state-wealth-advisors\/#1bde64b5291d\" target=\"_blank\" class=\"link-ext\" rel=\"noopener\"><em>Forbes&rsquo;<\/em> &ldquo;Best-In-State Wealth Advisors&rdquo; list<\/a>. The annual list recognizes financial advisors across the country for their exceptional performance, professionalism and client service.<\/p> <p>&ldquo;We are extremely proud of all of the advisors named to this prestigious list,&rdquo; said Michael Armstrong, CEO of RBC Wealth Management-U.S. &ldquo;This recognition is an incredible achievement and testament to their hard work and dedication to their clients.&rdquo;<\/p> <p>The complete list of RBC Wealth Management <em>Forbes&rsquo;<\/em> &ldquo;Best-In-State Wealth Advisors&rdquo;:<\/p> <div class=\"row mb-2\"> <div class=\"col-sm-6\"> <ul class=\"list-links no-marg-bottom\"> <li>Christopher Andreach, Red Bank, NJ<\/li> <li>Nicholas Anger, Stamford, CT<\/li> <li>Brett Bartman, Beverly Hills, CA<\/li> <li>Patricia Baum, Annapolis, MD<\/li> <li>Kevin Blonkvist, Sr., Midland, TX<\/li> <li>Kevin Michael Blonkvist, Midland TX<\/li> <li>Robert Boland, Philadelphia, PA<\/li> <li>Shea Boulware-Creed, Peoria, AZ<\/li> <li>Robert Carmichael, Walnut Creek, CA<\/li> <li>Catherine Chen, San Francisco, CA<\/li> <li>Nicholas Ciriello, Beverly Hills, CA<\/li> <li>Jim Covell, New York, NY<\/li> <li>Tim Cowdrey, Scottsdale, AZ<\/li> <li>Nick Crane, El Dorado Hills, CA<\/li> <li>Mark Dewane, Phoenix, AZ<\/li> <li>Joe DiVito, Phoenix, AZ<\/li> <li>Frank Dingle, Baltimore, MD<\/li> <li>Lauri Droster, Madison, WI<\/li> <li>Pat Elliott, Bainbridge Island, WA<\/li> <li>Mike Enright, Shoreview, MN<\/li> <li>Ann Marie Etergino, Chevy Chase, MD<\/li> <li>Vance Falbaum, Tucson, AZ<\/li> <li>Richard Fitzburgh, New York<\/li> <li>Brian Ford, Richmond, VA<\/li> <li>Les Fox, Houston, TX<\/li> <li>Rick Friedman, Houston, TX<\/li> <li>J. Charles Gall, Portland, OR<\/li> <li>Mike Geri, Seattle, WA<\/li> <\/ul> <\/div> <div class=\"col-sm-6\"> <ul class=\"list-links\"> <li>Greg Glosser, Dallas, TX<\/li> <li>Adam Goldstein, Tucson, AZ<\/li> <li>Rick Hegge, St. Paul, MN<\/li> <li>David Heide, Palos Heights, IL<\/li> <li>Aaron Howe, Wayzata, MN<\/li> <li>Kelly Kilkenny Hale, Portland, OR<\/li> <li>Robert King, Eagle, ID<\/li> <li>Daniel Kolb, Brookfield, WI<\/li> <li>Barbara Letvinchuk, Nashua, NH<\/li> <li>Ira Mark, New York, NY<\/li> <li>Robert McCarthy, Raleigh, NC<\/li> <li>Scott Merriman, Seattle, WA<\/li> <li>Cyril Mouaikel, Watertown, NY<\/li> <li>Rhett Neuman, Stillwater, MN<\/li> <li>Beth Norman, Madison, WI<\/li> <li>Glenn Pahnke, Scottsdale, AZ<\/li> <li>Dave Rogers, Albany, NY<\/li> <li>Christopher Rogers, Seattle, WA<\/li> <li>Beth Rosenwald, Quarry Lake, MD<\/li> <li>Michael Rovens, Century City, CA<\/li> <li>Don Schwarz, Beverly Hills, CA<\/li> <li>Pat Severo, Beverly Hills, CA<\/li> <li>Fred Sherrill, Annapolis, MD<\/li> <li>Thomas Smith, Tyler, TX<\/li> <li>DJ Stanek, Jr., Farmington, CT<\/li> <li>Alex Sugar, Boston, MA<\/li> <li>Thomas Van Dyck, San Francisco, CA<\/li> <li>Brad Wheelock, St. Cloud, MN<\/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 Capital Markets, LLC. 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 $389 billion in total client assets with more than 2,000 financial advisors operating in 170 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, or <a href=\"mailto:samuel.benshoof@rbc.com\" class=\"link-email\">Samuel.benshoof@rbc.com<\/a><\/p> <p class=\"disclaimer\"><em>The 2020 Forbes &#8220;Best-In-State Wealth Advisors&#8221; award was announced January 2020. Data as of 6\/30\/2019. 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-ext\" rel=\"noopener\">www.SHOOKresearch.com<\/a>.<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>MINNEAPOLIS (January 16, 2020) &ndash; RBC Wealth Management, one of the nation&rsquo;s largest full-service wealth management firms, announces that 56 financial advisors were named to 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;We are extremely proud of all of the [&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-925","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>Fifty-six RBC Wealth Management financial advisors named to Forbes\u2019 \u201cBest-In-State Wealth Advisors\u201d list - RBC Wealth Management<\/title>\n<meta name=\"description\" content=\"MINNEAPOLIS (January 16, 2020) &ndash; RBC Wealth Management, one of the nation&rsquo;s largest full-service wealth management firms, announces that 56\" \/>\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\/2020-01-15\/fifty-six-rbc-wealth-management-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=\"Fifty-six RBC Wealth Management financial advisors named to Forbes\u2019 \u201cBest-In-State Wealth Advisors\u201d list\" \/>\n<meta property=\"og:description\" content=\"MINNEAPOLIS (January 16, 2020) &ndash; 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