MINNEAPOLIS (February 11, 2021) – RBC Wealth Management – U.S., one of the nation’s largest full-service wealth management firms, announces that 74 financial advisors were named to Forbes’ “Best-In-State Wealth Advisors” list. The annual list recognizes financial advisors across the country for their exceptional performance, professionalism and client service.
“Congratulations to these advisors on this well-deserved recognition,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “Their inclusion on this list represents their professionalism, integrity, and steadfast commitment to serving their clients.”
The complete list of RBC Wealth Management Forbes’ “Best-In-State Wealth Advisors”:
- Christopher Andreach, Red Bank, NJ
- Nicholas Anger, Stamford, CT
- Brett Bartman, Beverly Hills, CA
- Patricia Baum, Annapolis, MD
- Kevin Blonkvist, Sr., Midland, TX
- Kevin Michael Blonkvist, Midland TX
- Robert Boland, Philadelphia, PA
- Shea Boulware-Creed, Peoria, AZ
- Matthew Buzzell, Rochester, MN
- Robert Carmichael, Walnut Creek, CA
- Catherine Chen, San Francisco, CA
- Nicholas Ciriello, Beverly Hills, CA
- Gabrielle Clemens, Boston, MA
- Jim Covell, New York, NY
- Tim Cowdrey, Scottsdale, AZ
- Nick Crane, El Dorado Hills, CA
- Aaron Crowley, Tucson, AZ
- Mark Dewane, Phoenix, AZ
- Joe DiVito, Phoenix, AZ
- Frank Dingle, Baltimore, MD
- Hilary Doherty, Kirkland, WA
- Pat Elliott, Bainbridge Island, WA
- Eric Englund, San Francisco, CA
- Mike Enright, Shoreview, MN
- Ann Marie Etergino, Chevy Chase, MD
- Vance Falbaum, Tucson, AZ
- Richard Fitzburgh, New York, NY
- Brian Ford, Richmond, VA
- Les Fox, Houston, TX
- Rick Friedman, Houston, TX
- J. Charles Gall, Portland, OR
- Mike Geri, Seattle, WA
- Greg Glosser, Dallas, TX
- Rick Hegge, St. Paul, MN
- Andrew Hensen, Clive, IA
- Tammy Higgins, Edina, MN
- David Hillard, Rapid City, SD
- Brandon Honcoop, Kirkland, WA
- Susan Hovanec, Washington, D.C.
- Aaron Howe, Wayzata, MN
- Ben Joel, Atlanta, GA
- Kelly Kilkenny Hale, Portland, OR
- Robert King, Eagle, ID
- Heather Krause, Seattle, WA
- Tania Kvakic, Phoenix, AZ
- Jackie Larson, Minnetonka, MN
- Barbara Letvinchuk, Nashua, NH
- Robert McCarthy, Raleigh, NC
- Brooke McGeehan, Princeton, NJ
- Scott Merriman, Seattle, WA
- David Miller, Huntington, WV
- Cyril Mouaikel, Watertown, NY
- Rhett Neuman, Stillwater, MN
- Beth Norman, Madison, WI
- Steven Ogle, San Antonio, TX
- Graham O’Kelly, Century City, CA
- Glenn Pahnke, Scottsdale, AZ
- Dave Rogers, Albany, NY
- Christopher Rogers, Seattle, WA
- Beth Rosenwald, Baltimore, MD
- Michael Rovens, Century City, CA
- Don Schwarz, Beverly Hills, CA
- Pat Severo, Beverly Hills, CA
- Fred Sherrill, Annapolis, MD
- Dustin Smith, Naples, FL
- Jared Smith, Charlotte, NC
- Thomas Smith, Tyler, TX
- DJ Stanek, Jr., Farmington, CT
- Alex Sugar, Boston, MA
- Tom Van Dyck, San Francisco, CA
- Joe Vanderdonck, Century City, CA
- Christopher VanDusen, Philadelphia, PA
- Pat Vaughan, Jr., Baltimore, MD
- Brad Wheelock, St. Cloud, MN
The “Best-In-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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.
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 $416 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.
Media Contact:
Sam Benshoof, RBC Wealth Management, 612-313-1275, samuel.benshoof@rbc.com
Forbes/Shook Best-in-State
Source: Forbes.com (February 2021). Forbes Best-in-State Wealth Advisors 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 receive 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.
