"This esteemed recognition is awarded to a select group of the top-performing advisors across the country. With this recognition, Erik joins an elite group of next generation advisors whose dedication to exceeding clients’ expectations sets the standard for excellence, which I’m confident comes as no surprise to you" said Kevin Reed, President of the Private Client Group. Congratulations to Erik on this incredible honor! To read more please click here: Best-In-State Next-Gen Wealth Advisors 2023 (forbes.com).
The Forbes Top Next-Gen Wealth Advisors rankings was developed by SHOOK Research. SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices. Also reviewed: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
