The Etergino Group - RBC Wealth Management

The Etergino Group

Ann Marie Etergino, CIMA®

Senior Vice President - Financial Advisor,
Senior Consulting Group

Renee Floro

Senior Financial Associate, CFP®

Michael R. Cich

Senior Investment Associate

Legh Garrett

Registered Client Associate

Kathy Vormack

Senior Registered Client Associate

Bulletin Board

Markets Get a Reality Check

Equity investors face substantial two-way risks. Policy decisions and politics could take markets in either direction by year end. This warrants “neutral” market exposure. Read the full financial markets commentary as well as asset-class views and key forecasts in the latest edition of Global Insight.

BARRON'S Top 1000 Financial Advisors in 2010

Ann Marie Etergino was ranked #20 in the BEST ADVISOR IN MARYLAND listing in the February 22, 2010 edition of Barron's Magazine's Top 1,000 Advisors. The nominees were ranked based on several factors, including quality of service, regulatory record, assets under management and revenue generated for the firm.

Intergenerational Wealth Transfer: Unique Estate Planning Opportunity Ending Soon

Through the end of 2012, provisions of the Tax Reduction Act of 2010 create a favorable tax environment for wealthy individuals and families to share a significant amount of wealth with heirs. This year, individuals may give up to $5,120,000 – and married couples may give up to $10,240,000 – before being subject to estate, lifetime gift or generation skipping taxes. Under current law, the federal estate tax exemption will return to $1 million for individuals or $2 million for married couples, beginning January 1, 2013. For more information, please review the materials below, then contact us to discuss this opportunity.

Mission Statement

Our mission is to build long-term relationships with a select group of clients to inspire them to connect their wealth with purpose.

Value Statement
With over 25 years of experience, Ms. Etergino and her team specialize in designing and implementing prudent investment strategies for non-profit organizations and other discliplined investors. Our practice is based upon nationally recognized investment standards and best practices. This disciplined approach helps to remove emotion from the investment process, helping to improve long-term returns. Innovative and forward-thinking, Ann Marie has been widely recognized for her expertise in fiduciary investing.

Ann Marie Etergino is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OK, PA, SC, TX, VA, WA, WI, WV, WY

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.