Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, was recently ranked No. 69 inOhioinForbes’2022 Best-In-State Wealth Advisors list. This marks thefifth consecutive yearthat he was named to the list. According toForbes, the annual ranking spotlights the...
We are pleased to announce that four Oppenheimer Financial Advisors, Sandra Chism, Joan Gilchrist, Larissa Poindexter, and Tama Zaydon, have the honor of being named in Forbes’ definitive list of America’s Top Women Wealth Advisors.
Fernando S. Ereneta has previously appeared on the top industry recognition for the Forbes Best-in-State Wealth Advisors in 2018, 2019, 2020, 2021, and 2022. The Forbes/SHOOK Best-In-State Wealth Management Teams ranking, developed by SHOOK Research, is based ...
Planned Financial Services, focuses on best-in-class retirement plan fiduciary and investment oversight. For additional information, please visitPlannedFinancial.comand401kProsperity.com. *The Forbes ranking of America’s Top Women Wealth Advisors Best-in-State, developed by SHOOK Research,...
WARRENVILLE, Ill., Feb. 1, 2023 (SEND2PRESS NEWSWIRE) -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a div
We are proud of the Morgan Stanley Financial Advisors named to this year's Forbes Best-In-State Wealth Advisors list, recognizing the best Financial Advisors in the country. Today's complex financial challenges require clear goals and a personalized plan that only the Morgan Stanley Client Experien...
“Our team’s greatest focus is providing our clients with the highest level of service while helping them meet their family’s financial goals,” says Fratarcangeli. “I believe being ranked number one byForbesin Michigan for Private Wealth on their Best-In-State Wealth Advisors list is ...
all of Southwestern Investment Group headquartered at 801 Crescent Centre Drive, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list ofBest-In-State Wealth Advisors. The 2022 list, which recognizes advisors from national, regional, and ind...
J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.7 trillion and operations worldwide. J.P. Morgan Wealth Management has more than 5,000 advisors and ~$647 billion of as...
Paul PagnatoDavid W. KarpPaul A. PagnatoDavid W. KarpKim Kakac