Forbes: How One Wealth Manager Helped A Client Uncover $250,000 Of Lost Stock

June 14, 2018

Forbes recently featured an opportunity our team had to help the family of a client who recently passed.  While we usually hold all of our clients’ financial affairs ready for tomorrow, it was a pleasure to help with this family’s rare find.

Read the full article from Forbes here.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, 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 21,138 advisors nominated by their firms, 2,213 received the award. 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.

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