Gary Greene 2021 Forbes Best-In-State Wealth Advisor
We’ve received good news recently that we thought you would like to hear about.
Gary Greene has been named to the 2021 edition of the Forbes list of Best-In-State Wealth Advisors. The list recognizes top financial advisors across the United States. This is Gary’s 4th consecutive year to earn this recognition.
This year’s Best-In-State Wealth Advisors list spotlights over 5,000 top-performing advisors across the country who were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states. The Forbes ranking of Best-In-State Wealth Advisors, 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 achievement would not have been possible without the continued trust and support of all of you. Milestones like this serve to reinforce our belief that putting clients – you – first is still the best way to do business.
Congratulations, Gary!
About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOK™ Research, LLC.
Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years’ 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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. For more information: www.SHOOKresearch.com.
