MINNEAPOLIS, Minnesota (July 24, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that three financial advisors were named to the 2019 Forbes’ “Top Next-Gen Wealth Advisors” list. The list recognizes the top 250 financial advisers at national, independent, regional and bank broker-dealers from across the U.S. that were born in 1980 or later.
“RBC Wealth Management is incredibly proud of the financial advisors who were named to this prestigious list,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “These financial advisors are the future of our industry, and we are extremely fortunate to have their fresh ideas and perspectives at the firm.”
The complete list of RBC Wealth Management’s Top Next-Gen Wealth Advisors:
- Michael Blonkvist, Midland, TX
- Aaron Crowley, Tucson, AZ
- Beth Norman, Madison, WI
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.
Sam Benshoof, RBC Wealth Management, 612-313-1275, or email@example.com.
Source: Forbes.com (June, 2019). Data provided by SHOOKTM Research, LLC. Data as of 3/31/19. America’s Next Generation ranking 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’s experience. Neither Forbes nor SHOOK Research receives 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’s future performance. For more information: www.SHOOKresearch.com