Gary Greene 2022 Forbes Best-In-State Advisor
We are pleased to share this good news with you!
Gary Greene has been named to the 2022 edition of the Forbes list of Best-In-State Wealth Advisors. The list recognizes top financial advisors across the United States and 2022 marks Gary’s sixth consecutive year as part of this elite group.
This year’s Best-In-State Wealth Advisors list spotlights over 6,000 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 your continued trust and support. Milestones like this serve to reinforce my belief that putting my clients – you – first is still the best way to do business.
Please join us in celebrating Gary and as always, please contact us if you have any questions or would just like to discuss your portfolio.
About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOK® Research, LLC. Data as of 6/30/21. Forbes.com (April 2022).
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 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 criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 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 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 $1.24 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
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