BOSTON (PRWEB) February 12, 2021
Gabrielle Clemens, Certified Divorce Financial Analyst (CDFA*), JD, LLM, Accredited Estate Planner (AEP*), Financial Advisor at RBC Wealth Management – U.S. and Managing Director at Clemens Private Wealth Management Group and Seaport Boston Private Wealth Management, and her team at Clemens Private Wealth Management Group, have been selected to be members of the RBC Wealth Management Senior Portfolio Manager - Portfolio Focus Group, an exclusive company designation reserved for financial advisors who have achieved a high level of success in building discretionary portfolio management businesses.
The Senior Portfolio Manager Group is the most highly regarded level of portfolio manager recognition at RBC Wealth Management.
To qualify for the Group, members have to demonstrate a commitment to designing and managing investment portfolios to help meet the individual needs of clients.
Gabrielle, Clemens Private Wealth Management Group’s Managing Director, joined the financial services industry after working several years as both a divorce and estate planning attorney with an emphasis on tax. She earned a graduate law degree in taxation (LLM) from Boston University School of Law and a Juris Doctor (J.D.) degree from the University of New Hampshire School of Law.
Although she has a broad-based clientele, Gabrielle primarily works with high-net-worth and divorced or divorcing individuals and couples. She offers divorce financial planning seminars and workshops throughout New England, is a frequent guest on local and national media outlets, and does many public speaking engagements.
Among her recent professional honors, Gabrielle has achieved recognition on both the 2020 Forbes’ “Top Women Wealth Advisors” List and the 2020 Working Mother Magazine and SHOOK Research’s “Top Wealth Advisor Moms” List.
About RBC Wealth Management – U.S.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Capital Markets, LLC. is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $416 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.
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Media Contact: Tim Nelson, for RBC Wealth Management – U.S.: (612) 371-2239
Source: Forbes.com America’s Top Wealth Advisors: State-By-State ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and profitability. For more information: http://www.SHOOKresearch.com.
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.
Source: workingmother.com. Data provided by SHOOK™ Research, LLC. Data as of 3/31/19. SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as 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. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a 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 see http://www.SHOOKresearch.com.
RBC Wealth Management does not provide tax or legal advice.
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.
RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
More info can be found at:
https://us.rbcwealthmanagement.com/clemenswmg/about-our-team
https://us.rbcwealthmanagement.com/seaportbostonprivatewm/about-our-team
