MINNEAPOLIS, Minnesota (February 25, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that 43 financial advisors were named to Forbes’ “Best-In-State Wealth Advisors” list. This exclusive list, published on Forbes.com on February 15, recognizes financial advisors for their exceptional performance, professionalism and client service.

“We are extremely proud of all of the advisors who were named to this prestigious list. It is an incredible achievement and testament to their hard work and dedication to their clients,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “These talented financial advisors stand out examples of professionalism and integrity, and as individuals who strive every day to uphold the highest standards of client service.”

The complete list of RBC Wealth Management Forbes “Best-In-State Wealth Advisors”:

  • Nicholas Anger, Stamford, CT
  • Brett Bartman, Beverly Hills, CA
  • Patricia Baum, Annapolis, MD
  • Kevin Blonkvist, Sr., Midland, TX
  • Kevin Michael Blonkvist, Midland TX
  • Erik Boe, Boise, ID
  • Shea Boulware-Creed, Sun City, AZ
  • Robert Carmichael, Oakland, CA
  • Cinda Collins, Minneapolis, MN
  • Jim Covell, New York, NY
  • Nick Crane, El Dorado Hills, CA
  • Mark Dewane, Phoenix, AZ
  • Joe DiVito, Phoenix, AZ
  • Frank Dingle, Baltimore, MD
  • Pat Elliott, Bainbridge Island, WA
  • Ann Marie Etergino, Chevy Chase, MD
  • Vance Falbaum, Tucson, AZ
  • Richard Fitzburgh, New York
  • Allan Flader, Phoenix, AZ
  • Brian Ford, Richmond, VA
  • Les Fox, Houston, TX
  • Rick Friedman, Houston, TX
  • Mike Geri, Seattle, WA
  • Greg Glosser, Dallas, TX
  • Rick Hegge, St. Paul, MN
  • David Heide, Palos Heights, IL
  • Aaron Howe, Wayzata, MN
  • Kelly Kilkenny Hale, Portland, OR
  • Brian King, Boise, ID
  • Daniel Kolb, Brookfield, WI
  • Ira Mark, New York, NY
  • Scott Merriman, Seattle, WA
  • Rhett Neuman, Stillwater, MN
  • Beth Norman, Madison, WI
  • Glenn Pahnke, Scottsdale, AZ
  • Dave Rogers, Albany, NY
  • Beth Rosenwald, Quarry Lake, MD
  • Don Schwarz, Beverly Hills, CA
  • Pat Severo, Beverly Hills, CA
  • Thomas Smith, Tyler, TX
  • DJ Stanek, Jr., Hartford, CT
  • Alex Sugar, Boston, MA
  • Brad Wheelock, St. Cloud, MN

The Best-In-State 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 $358 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 42 states.

Media Contact:

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

Forbes state-by-state

Source: Forbes.com America’s Top Wealth Advisors: State-By-State 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 profitability. For more information: www.SHOOKresearch.com.

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.