Congratulations to Maggie & Sarah! They have been selected as Top Women Wealth Advisors by Forbes/Shook.
The wealth managers honored on the fifth annual Forbes Top Women Wealth Advisors list have offered exemplary service and prospered in a year of unprecedented challenges. Featured are 1,000 advisors that have been selected by SHOOK Research after undergoing extensive interviews covering areas such as client service, compliance and investing process.
The full list can be found here.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. READ MORE