The ranking takes into consideration quality of practice, assets under management, revenues, and philanthropic work, and recognizes advisors demonstrating exceptional performance, professionalism, client service and community involvement.
He was also named to Forbes Best-in-State Wealth Advisors for the third year in a row (since its inception), and was ranked 9th in North Florida.
This year’s Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated and then chosen based on an algorithm of qualitative and quantitative criteria, including:
- In-person interviews
- Industry experience
- Compliance records
- Revenue produced
- Assets under management
While in and of itself, recognition from leaders and respected organizations in the field does not necessarily make one financial advisory firm better than another, we believe the hard work required of advisors to earn national attention from those leaders in our field lends credibility to the way they do business.
For additional information on criteria and methodology for these awards, please see our disclosures page.