Forbes’ Top Next-Gen Wealth Advisors, July 22, 2020, July 25, 2018, and July 25, 2017, and Forbes’ Best-In-State Wealth Advisors, February 11, 2021 and February 15, 2018. Rankings are based on the opinions of SHOOK Research, LLC, and advisors were selected from a pool of over 32,200, 23,000, 19,000, 32,725, and 21,000 nominations, respectively. Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors for Top Next-Gen Wealth Advisors were born in 1980 or later, have a minimum of four years of relevant experience, and have built their own practices and lead their teams, joined teams and are viewed as future leadership, or a combination of both. Qualifying advisors for the Best-In-State Wealth Advisors list met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. SHOOK Research ranking algorithms are 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. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Forbes is a registered trademark of Forbes, Inc. All rights reserved.
Associate Vice President/Investments
Sr Client Service Associate - Reg
Client Service Associate