Forbes Best-In-State Wealth Management Team

Good News! We have been named to the 2023 edition of the Forbes list of Best-In-State WealthManagement Teams. This list recognizes top wealth management teams across the United States.

This year’s Top Wealth Management Teams list spotlights over 2,800 top-performing teams across the country who were nominated by their firms, and then researched, interviewed and assigned a ranking by SHOOK Research.

This achievement would not have been possible without your continued trust and support.

Milestones like this reinforce our belief that always placing clients’ interests first is the best way to do business.

Please contact us if you have any questions or would like to discuss your financial plan.

About Forbes Top Wealth Management Teams Best-In-State

The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on analgorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have atl east fi ve team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets undermanagement, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please see www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.