MINNEAPOLIS, Minnesota (July 22, 2020) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that three financial advisors were named to the 2020 Forbes’ “Top Next-Gen Wealth Advisors” list. The award recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. that were born in 1981 or later.
“We congratulate these three talented advisors on this well-deserved recognition,” 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”:
- Tania Kvakic, Phoenix, AZ
- Aaron Crowley, Tucson, AZ
- Patrick Vaughan, Jr., Baltimore, MD
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 $379 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.
Sam Benshoof, RBC Wealth Management, 612-313-1275, or firstname.lastname@example.org
Source: Forbes.com (July, 2020). SHOOK considered advisors born in 1981 or later with a minimum 4 years as an advisor. 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, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking, and not indicative of future performance or representative of any one client’s experience. For more information see www.SHOOKresearch.com. 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.