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07.10.18 // Retirement and Longevity // Checklist //
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Longevity Planning
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Forbes Top Next-Gen Wealth Advisors Best-in-State (2024)
Forbes Top Next-Gen Wealth Advisors Best-in-State 2024, developed by Shook Research, is based on the period from 3/31/23 to 3/31/24 and was released 8/8/2024. 4,081 nominations were received and 1,630 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Compensation provided for using the rating. More: https://bit.ly/4cVTpjA. Please see: https://bit.ly/3OzhwJY.

Forbes Top Wealth Advisors Best-In-State (2024)
2024 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.forbes.com/best-in-state-wealth-advisors.

Forbes Top Women Wealth Advisors Best-In-State (2024)
The Forbes America's Top Women Wealth Advisors Best-In-State 2024, developed by Shook Research, is based on the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. 44,028 nominations were received and approximately 1991 women won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.forbes.com/lists/best-in-state-women-advisors.

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