2023 Forbes Best in State Wealth Advisor Gary Greene
We’re pleased to share this good news with you!
For the seventh consecutive year, Gary Green has been named to the 2023 Forbes list of Best-In-State Wealth Advisors. The list recognizes top financial advisors across the United States.
This year’s Best-In-State Wealth Advisors list spotlights advisors across the country who were nominated by their firms – and then researched and interviewed within their respective states
This achievement would not have been possible without your continued trust and support. Milestones like this serve to reinforce my belief that always placing my clients’ interests first is still the best way to do business.
As always, please contact us if you have any questions or would like to discuss your financial plan.
About Forbes Top Best-In-State Wealth Advisors
The Forbes Top Wealth Advisors Best-In-State 2023 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 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors who 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 who 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 39,007 nominations, 7,321 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 an individual client’s 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-wealth-advisors/?sh=181ba856ab97 for more info.
