MINNEAPOLIS, Minnesota (August 26, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that five financial advisors were named to the 2019 Forbes’ “Best-in-State Next-Gen Wealth Advisors” list. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. that were born in 1980 or later.
“We congratulate these five talented advisors for this well-deserved honor,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “This recognition is a testament to their professionalism and integrity, and their ability to build and sustain strong, trusted client relationships.”
The complete list of RBC Wealth Management’s Best-in-State Next-Gen Wealth Advisors:
- Trey Blanchard, Chase, MD
- Hilary Doherty, Kirkland, WA
- Greg Kraemer, Phoenix, AZ
- Dustin Poretskin, Florham Park, New Jersey
- Alex Rykken, St. Paul, MN
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 1,900 financial advisors operating in 200 locations in 42 states.
Sam Benshoof, RBC Wealth Management, 612-313-1275, email@example.com
Source: Forbes.com (August, 2019). Data provided by SHOOKTM Research, LLC. Data as of 3/31/19. SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; 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 Forbes nor SHOOK receives compensation from the advisors or their firms 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