The Etergino Group - Articles by Ann Marie

The Etergino Group in the News

A well-respected financial advisor in the Washington D.C. community and beyond, Ann Marie Etergino is also a long-time financial commentator for several national publications. Pleae see here for select publications in which Ann Marie offers valuable insight into financial topics that may help you put things into perspective.

Ann Marie Etergino was named a Barron’s Top Women Advisor for the ninth consecutive year. “Barron's 2024 Top Women Financial Advisors”

Ann Marie Etergino was named a Barron’s Top 1200 Financial Advisor. “Barron's Top 1200 Financial Advisors 2024”

Ann Marie Etergino spoke with The Wall Street Journal on ESG investing. "Why It’s So Hard to Be an ESG Investor"

Ann Marie Etergino was interviewed by Advisor Magazine on how high ESG value creates financial value. “A Conversation with Ann Marie Etergino – Advisor Magazine”

Ann Marie Etergino was interviewed by Financial Advisor IQ on being a woman in the male-dominated wealth industry. "Video: Being a Woman in the Male-Dominated Wealth Industry"

On International Women's Day, Ann Marie shared how she seeks to support and inspire women through her volunteerism. RBC Wealth Management’s Top Female Financial Advisor Inspires Through Volunteerism

Ann Marie Etergino was interviewed by Investment News on how the pandemic has increased interest in ESG investing. "Video: Pandemic gives boost to responsible investing"

*  Past performance is no guarantee of future results. Due diligence processes do not assure a profit or protect against loss. Like any type of investing, ESG investing involves risks, including possible loss of principal. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (2021). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

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: . <a href="https://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

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The Etergino Group in the News

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