Forbes Top Best-in-State Wealth Advisors 2024
More exciting news coming out of The Wise Investor Group this week! Three of our advisors, Greg Smith, Simon Hamilton, and Chris Aime, have been named to the 2024 edition of Forbes Top Best-in-State 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
Forbes Top Wealth Advisors Best-in-State (2024)
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.
About Raymond James
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.
