RBC Wealth Management recently announced that Heather Krause, Krause & Thorpe Wealth Management Team senior vice president and financial advisor, was named to the Forbes Top Women Wealth Advisors Best-In-State list in the U.S.
Born and raised in Seattle, Krause graduated from Franklin High School and holds a Bachelor of Science degree in mechanical engineering from Lafayette College and a Master of Science degree in aeronautics and astronautics from the University of Washington.
She has lived in the Ballard area of Seattle since 1995 with her husband and two children.
The 2023 Forbes “Top Women Wealth Advisors” and “Top Women Wealth Advisors Best-in-State” award was announced February 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.