An ongoing conversation about people & Planning
Welcome to the Extra Mile Blog, where Stacy Caudill shares tips, anecdotes and perspective to keep clients like you in the loop.
We started this blog for clients like you because we see you as someone important in our lives, and we want to share our knowledge with you on a regular basis. You’re more than just numbers on a page here.
If there is a specific topic you’d like to see us write about, please let us know by sending a friendly note to: stacy.caudill@raymondjames.com.
– Paul Reilly | Chairman and CEO, Raymond James Financial
The Kindred Financial Partners team was named to the 2024 edition of the Forbes list of Best-in-State Top Wealth Advisors †.
† The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that 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 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' 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 visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
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