2024 Forbes Top Women Wealth Advisors Best-In-State
We are thrilled to share some exciting news with you! One of our advisors, Ann Summerson, was named to the 2024 edition of Forbes Top Best-in-State Women Wealth Advisors. This year’s award recipient list spotlights advisors across the country who were nominated by their firms – and then researched and interviewed within their respective states.
This recognition of our team members is a testament to the collective expertise, dedication, and client-centric approach of our entire wealth management team. These have always been core focuses for us, which we have expanded and built upon here at Raymond James.
All of us here at the Wise Investor Group of Raymond James take immense pride in the trust and confidence you have placed in our team. We understand that entrusting your financial well-being to others is a significant decision and are grateful for the opportunity to serve as your trusted financial partners.
We look forward to continuing to serve you with the utmost care and professionalism and remain committed to providing the personalized attention, innovative strategies, and comprehensive wealth management solutions you deserve.
Sincerely,
The Wise Investor Group
About 2024 Forbes Top Best-in-State Women Wealth Advisors
The Forbes ranking of America’s 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 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. 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/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info.
Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.37 trillion as of December 31, 2023. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
