MINNEAPOLIS (Sept. 29, 2020) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that 11 financial advisors were named to the “Top Wealth Advisor Moms” list for 2020 by Working Mother magazine. 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 congratulate these talented advisors on this well-deserved recognition,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “This honor highlights not only their commitment to providing exceptional service to their clients, but also their dedication to their families and children. We are proud to have these advisors represent us on this important list.”
The complete list of RBC Wealth Management’s “Top Wealth Advisor Moms”:
- Liza McCartney, Florham Park, NJ
- Brooke McGeehan, Princeton, NJ
- Hilary Doherty, Kirkland, WA
- Heather Krause, Seattle, WA
- 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 $414 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 email@example.com
SHOOK Research considered women advisors with children living at home under 21 years of age. 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 criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports; and not indicative of future performance or representative of any one client’s experience. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive 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.