Team Recognition
We’re honored by the trust our clients place in us, and proud of the work we do to help them achieve their financial goals. This work has earned us the recognition of our peers in the financial industry and within our community.
Sam Oakley has been recognized by:
- Barron’s Top 1,200* Advisors (*Top 1,000 prior to 2013) – 2009 – to 2017, 2020 – 2021
- Forbes magazine’s Best-in-State Wealth Advisors – 2019 – 2022
- Financial Times 400 Top Advisors in the country – 2018
- Nashville Business Journal’s Power Leaders in Finance – 2018 – 2020
- Bank Investment Consultant magazine’s Top 100 Bank Advisors in the U.S. – 2019
- Raymond James’s “Chairman’s Council” – 2019 – 2022
- Raymond James’s “Leaders Council” – 2018
