MINNEAPOLIS, Minnesota (October 3, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that six financial advisors were named to the 2019 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. who are mothers with children living at home and under the age of 21.
“We are proud to congratulate these extremely talented female advisors on this important recognition,” said Kristen Kimmell, head of Advisor Recruiting & Field Marketing at RBC Wealth Management – U.S. “This honor highlights their 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’s Top Wealth Advisor Moms:
- Shea Creed, Peoria, AZ
- Catherine Chen, San Francisco, CA
- Hilary Doherty, Kirkland, WA
- Liza McCartney, Florham Park, NJ
- Brooke McGeehan, Princeton, NJ
- Beth Norman, Madison, WI
Firm recently expanded benefits to support working mothers
RBC Wealth Management recently expanded and enhanced benefits that help working mothers better balance their work and personal lives. The firm has collaborated with Milk Stork, a service that makes work trips easier for nursing mothers by providing cooler kits, postage and shipping supplies to allow them to safely ship or carry breast milk home. RBC completely covers the cost of this service, which is now available to all of its U.S. benefit-eligible employees when they are traveling for business.
Additionally, the firm recently made center-based back-up childcare available to all employees across the U.S. An in-home back-up care option for children, including those who are mildly ill, will also be available.
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 $384 billion in total client assets with more than 1,900 financial advisors operating in 170 locations in 42 states.
Sam Benshoof, RBC Wealth Management, 612-313-1275, or Samuel.firstname.lastname@example.org
Source: workingmother.com, (October, 2019). Data provided by SHOOKTM Research, LLC. Data as of 3/31/19.
SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. 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. 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 see www.SHOOKresearch.com.