Disclosures
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 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.
RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.
Mary Mathias is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV.
Shawn O'Reilly, NMLS # 1639391, Susanne Nolan, NMLS # 1864098, and Diane Cabrales, NMLS # 1865063 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.
Shawn O'Reilly is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MO, MS, NC, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV. California Insurance License # 0H94600.
Susanne Nolan is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA, WI, WV, WY.
Diane Cabrales is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MO, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, VA, WA, WV, WY.