People take notice when you strive for excellence
It affirms our efforts when we receive recognition from our peers and industry. Jeanie Taras has been named to Forbes magazine’s 2022 list of Best-In-State Wealth Advisors* and the 2020, 2021 and 2022 lists of Forbes Top Women Wealth Advisors.**
*The 2025 Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. 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. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.
**The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of seven years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including 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. Research summary (As of February 2022): 34,500 nominations were received based on thresholds, and 18,465 advisors were invited to complete the online survey. 13,549 advisors were interviewed by telephone, 2,610 advisors were interviewed in person at an advisor’s location, 1,203 were advisor web-based interviews, and 1,377 women won. SHOOK Research’s findings and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience.
