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- Act as a true fiduciary to our clients and adheres to compliance standards applicable to the financial services industry
- Certified Financial Planner (CFP ® ) preferred or obtained within 12 months
- The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, 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.
- Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds.
- Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
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