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The Etergino Group

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                  • Sign in Important information
                  • Home
                  • About us
                    • Meet the Etergino Group
                    • Awards and recognition
                    • Our comprehensive approach
                    • Client stories
                    • Women and wealth
                  • Offerings
                    • Outcome based wealth planning
                    • Nonprofit investors
                    • Legacy planning
                    • Charitable giving
                  • Etergino Group Events
                  • Insights
                    • Blog
                    • Connecting wealth with purpose blog
                    • Market commentary
                    • Articles by Ann Marie
                    • The Etergino Group podcast
                  • Resources and tools
                    • RBC Wealth Management Online
                    • Total Wealth
                    • RBC WealthPlan
                    • RBC Echelon
                    • Family Inventory
                  • Community involvement
                  • Connect with us

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                  The Wealth We Leave Behind: What Values Will Travel With the Great Wealth Transfer?

                   August 25, 2026 - Elle Bischoff

                  Read more

                  Ann Marie Etergino, NMLS # 1622449 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.

                  , and Ann Marie Etergino, NMLS # 1622449 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.

                  , and Ann Marie Etergino, NMLS # 1622449 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.

                  , and Ann Marie Etergino, NMLS # 1622449 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.

                  , and Ann Marie Etergino, NMLS # 1622449 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.

                  , and Ann Marie Etergino, NMLS # 1622449 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.

                  , and Ann Marie Etergino, NMLS # 1622449 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.

                  , and Ann Marie Etergino, NMLS # 1622449 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.

                  , and Ann Marie Etergino, NMLS # 1622449 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.

                  Read additional advisor disclosures.

                  Obtain more information about this financial advisor on FINRA's BrokerCheck website

                  Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

                  Contact information

                  The Etergino Group

                  Phone: 301-907-2772
                  Toll-Free: 1-888-575-4566

                  Ann Marie Etergino, CIMA®

                  Managing Director - Financial Advisor,
                  Senior Portfolio Manager

                  Phone: 301-907-2772
                  Cell: 301-503-6358

                  Trey Blanchard, CAIA®, CFA, CFP®, CRPC®

                  Senior Vice President - Financial Advisor

                  Phone: 301-907-2771
                  Cell: 240-445-0795

                  Matthew Paragamian, MBA

                  Vice President - Financial Advisor

                  Phone: 301-569-3916

                  Michael R. Cich, AIF®

                  Associate Vice President - Senior Financial Associate

                  Phone: 301-907-2769
                  Cell: 763-349-1817

                  Brian Carson, CFA®

                  Senior Investment Associate

                  Phone: 301-907-2712
                  Cell: 301-908-0629

                  Lubna Qureshi, CFP®

                  Senior Investment Associate

                  Phone: 301-907-2770
                  Cell: 240-930-7313

                  Christine Pisano, MBA

                  Associate Vice President,
                  Senior Business Associate

                  Phone: 301-907-2708
                  Cell: 971-219-6672

                  Julia Watt

                  Client Associate

                  Phone: 301-907-2766
                  Cell: 240-930-7619

                  Akilah Qureshi

                  Client Associate

                  Phone: 301-907-2753

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                  Chevy Chase, MD 20815
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