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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 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 2025 Forbes "America’s Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2025. Data as of 9/30/2024. 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 was not an award criterion. 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. For more information: www.SHOOKresearch.com.
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.
The 2024 AdvisorHub “Advisors to Watch” award was announced June 2024. Data as of 12/31/2022 and 12/31/2023. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue and team size. 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 award is not indicative of this financial advisor’s future performance.
The 2025 Forbes “Best-In-State Wealth Management Teams” award was announced January 2025. Data as of 3/31/24. 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 was not an award criterion. 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. For more information: www.SHOOKresearch.com.
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.
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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We held our first annual Pickleball Client Appreciation Tournament at the new LTP Pickleball last month and it was a smashing success! From first-timers learning the ropes with on-site coaches, to seasoned pros showing off their skills (and even teaching us a few moves!), the courts were buzzing with energy all night long. Simultaneously, as a bonus, we supported a new local business that was started by 3 empty nester moms. We wrapped things up with refreshments by the Kitchen and crowned two of our awesome clients as our first RBC Pickleball Champs - congrats again! Swag included shirts that said "If you can't take the heat, stay out of the Kitchen!" Huge thanks to everyone who came out. Whether you came for the competition or just to connect, it was a joy celebrating with you. Until next time! #ClientAppreciation #PickleballParty #GameSetMatch
We take the responsibility of managing clients' wealth seriously. But we don't take ourselves too seriously. During our team spa day we put robes on, cucumber slices in place, and shared a lot of laughs. It's a reminder that while we manage your assets with unwavering focus and care, we also cherish the bonds we build with each other. Treating our team like family fuels our passion to serve you better because strong relationships are the foundation of trust and success. Cheers to balancing dedication with enjoyment and always putting people first! #WorkHardRelaxHard #Teamwork #CucumberSlices
Considering divorce later in life? You're not alone. "Gray Divorce" is on the rise. Over the last thirty years, the divorce rate among couples 50+ has doubled and among couples 65+ has tripled.* On May 28th from 6-7:30PM, my colleagues and I at Vesta are hosting a CONFIDENTIAL webinar designed for divorcing couples nearing retirement. Alongside vetted professionals in legal, mortgages, real estate, parenting, and coaching, we will help you prepare for the nuances and variables that accompany a divorce later in life. We'll cover: - Wealth planning (Social Security, Medicare, retirement) - Selling the family home & downsizing strategies - Coping with empty nest transitions - How to talk to adult children about divorce Advanced registration is required. Message me to reserve your spot and for the opportunity to submit questions to be answered during our live Q&A. #graydivorce #divorce #newbeginnings *https://www.purdue.edu/hhs/news/2025/03/purdue-expert-overall-divorce-rates-lowest-in-decades-but-gray-divorce-soars/