MINNEAPOLIS, Minnesota (June 9, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that Ann Marie Etergino, a financial advisor at the firm’s Chevy Chase, MD branch, has been was named to Barron’s Top 100 Women Advisors ranking, in the June 5, 2017 edition. This exclusive list, published on June 5, recognizes women financial advisors for their exceptional performance, professionalism and client service.
"I am thrilled that Ann Marie is representing RBC Wealth Management as a top advisor in the country," said Michael Armstrong, CEO of RBC Wealth Management – U.S. "To be named to this list recognizes Ann Marie’s experience, professionalism and dedication to the needs of her valued clients."
Ann Marie was also recognized on Forbes' "America's Top Women Wealth Advisors" list and the Barron’s Top 1200 Financial Advisors ranking.
Ann Marie leads the Etergino Group, providing holistic wealth management services – featuring personalized wealth planning, a disciplined asset management process and fee-based solutions – to financially successful private clients and institutional investors. Over the past 35 years, the team has developed a strong specialization in delivering sophisticated solutions for individuals and families who have highly complex financial lives.
Barron's used a number of factors to determine the rankings including: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
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 $294 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management
In 2017, the Barron’s Top 100 Women Financial Advisors award is based on the following criteria: professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports and more. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.
In 2017, the Financial Times Top 400 Award was based on information gathered regarding 1,500 financial advisors, of which 26% received the award. This represents less than 1% of all financial advisors registered with FINRA in 2017. The award is based on the following criteria: The individual is a FINRA registered representative, assets under management, revenue produced for the firm, experience and professional designations. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.