MINNEAPOLIS, Minnesota (February 28, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that seven women financial advisors were named to Forbes’ inaugural “America’s Top Women Wealth Advisors” list.  This exclusive list, published on Forbes.com on February 28, recognizes women financial advisors for their exceptional performance, professionalism and client service.

“As outstanding financial advisors who uphold the highest standards, these seven women are very deserving of this recognition,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “We appreciate all of their many contributions to our firm, and look forward to their continued success.”

The complete list of RBC Wealth Management Forbes America’s Top Women Wealth Advisors:

  • Patricia Baum - Annapolis, Md.
  • Cinda Collins - Minneapolis, Minn.
  • Ann Marie Etergino - Chevy Chase, Md.
  • Deb Johnston - Minneapolis, Minn.
  • Kelly Kilkenny Hale – Portland, Ore.
  • Abby Wolman McElroy - Westport, Conn.
  • Beth Rosenwald – Baltimore, Md.

America’s Top Women Wealth Advisors 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.

About RBC Wealth Management – U.S.

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 $279 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.  

Media Contact:

Jonell Lundquist, RBC Wealth Management
612-371-2239, jonell.lundquist@rbc.com

America’s Top Women Wealth Advisors

Source: Forbes.com (February, 2017). America’s Top Women Wealth Advisors 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. 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. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Approximately 7% of all applicants received this award. For more information: www.SHOOKresearch.com.