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Disclosures
The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, 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.
Patrick Quigley is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY.
Patrick Quigley, NMLS # 1919072 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.
Thomas Quigley is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY.
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What an incredible evening at our Women, Wine, and Wealth event! A huge thank you to everyone who attended. It was inspiring to see so many thoughtful, driven women come together to connect, share insights, and support each other's financial journeys. Conversations flowed, connections were made, wine was sipped, and meaningful takeaways were shared. A special thank you to Darren Palmer for providing valuable insights on the unexpected challenges that arise entering retirement, and to Sean Chambers for providing the perfect space for the evening at 2 Roots Art & Wine Gallery. If you were not able to attend, and are interested in copies of the materials that were presented, please send an email request to patrick.quigley@rbc.com. I'm already looking forward to the next one — and would love to hear your feedback or ideas for future topics. Let's keep the conversation going!
In times of uncertainty, it’s more important than ever to coordinate with a team you can trust. A strong financial advisor team is not just about managing wealth; it’s about building a relationship that helps you navigate both the highs and lows in the market. Check out our spot in this past week’s issue of Volume One!
We are pleased to announce that our team was recently named to the Forbes 2025 Best-In-State Wealth Management Teams list!