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The 2023 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-in-State" award was announced February 2023. Data as of 9/30/2022. The award 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. 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.
The 2024 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2024. Data as of 9/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and 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. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC. For more information, go to www.SHOOKresearch.com.
The 2023 "Forbes Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State" award was announced August 2023. Data as of 3/31/2023. SHOOK considered advisors born in 1984 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 to measure best practices, 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. 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.
The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. 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.
Kevin Williams is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, HI, IL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, TX, VA, VI, VT, WA.
Kevin Williams, NMLS # 1863644, and Nora Yousif, NMLS # 1864498 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.
Nora Yousif is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, HI, IL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, TX, VA, VI, VT, WA. California Insurance License # 0I75513 .
Paul McDonough is currently registered to conduct business with residents of the following states: AL, CA, CO, CT, FL, GA, ID, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, TX, VA, VT, WI, WY.
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If you are in the business of helping people get their estate in order, then get your notepad ready because I've got an event you may want to know about! Join me at the Boston Estate Planning Council on October 29th 11AM-1PM. We will be drinking from the firehose as I review the various financial topics you will invariably bump into when planning for clients' futures. We will cover a lot including: -Advanced strategies to optimize Social Security monthly benefits -Finances for aging parents (or elderly clients) -Effective preparation for emergencies -Investment strategies in light of varying interest rates -Effective strategies to pay for long-term care The session will end with a Q&A, so bring your questions! No pleading the 5th will be allowed. :) DM me for details. Hope to see you there. #estateplanning #investing #longtermcare
I am excited be back at the stunning Queset House in North Easton to talk about “Health of your Wealth: Financial check-up for retirement preparation.” If you’re in your 50’s or 60’s it’s important to have financial check-ups to ensure you are on track for a successful retirement transition. During the session, we will: •Discuss key insights to help protect your family’s financial well-being •Diagnose any issues to help ensure you are on track to retire at your targeted age •Discuss advanced strategies to help maximize your future social security monthly benefit •Review what you need to know as it pertains to Medicare •Highlight recent tax and estate law changes in MA •Point out how to avoid investing pitfalls in light of changing interest rates and a transitioning economy during an election year RSVP to Becky Vilk at becky.vilk@rbc.com. Session is LIVE in person at 51 Main Street, North Easton MA. Zoom links can be sent upon request. Hope to see you there! #retirement #wealthplanning #bestblanket
Guiding someone through a divorce can be one of the most important things you ever do for a client. As a Certified Divorce Financial Analyst, I often work alongside family attorneys to advise them on how they can best advise their clients. If you are a family attorney, consider attending my session next week Oct 17th at 5:30pm - “Financial Toolkit for when Cupid is Stupid” offered through the American Academy of Matrimonial Lawyers (AAML). I will walk through the money guide for divorce that will help your client be best positioned for their next chapter and am co-presenting with Dave Consigli of FAZ Forensics. Together we'll discuss: -Assessing if the soon-to-be divorcee will be okay financially -How college financial aid rules relevant to a divorce are changing this fall -When and how is best to sell the martial home during a divorce -Qualifying for a mortgage for the lower income earning spouse -How Social Security benefits work for divorcees and how benefits can be equalized -Business valuation and forensic accounting nuances to watch out for There is a lot to consider and we will cover it all followed by a live Q&A. Message me for details to RSVP. I hope to see many of you there.