MINNEAPOLIS, Minnesota (October 5, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that five financial advisors were named to the 2018 edition of Working Mother’s Top Wealth Advisor Moms list. The list recognizes top financial advisors at national, independent, regional and bank broker-dealers from across the U.S.
The second-annual list features the top 300 mothers working in wealth management today.
“RBC Wealth Management is extremely proud to congratulate these extremely talented women advisors on receiving this prestigious honor,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “This recognition highlights our advisors' commitment to the highest standards of client service, as well as their dedication to being responsible stewards of their clients’ assets—all while being hard-working moms.”
The complete list of RBC Wealth Management Working Mother’s 2018 Top Wealth Advisor Moms:
- Shea Boulware, Sun City, AZ
- Hilary Doherty, Kirkland, WA
- Brooke McGeehan, Princeton, NJ
- Beth Norman, Madison, WI
- Ayesha Yasin, Washington D.C.
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 $353 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 42 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239, or firstname.lastname@example.org
Data provided by SHOOKTM Research, LLC. SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as 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. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking.