“Murray embodies our mission in being the highest standard of success in financial relationships,” said Jerry Lombard, president of the firm’s Private Client Group. “This prestigious recognition is a testament to his client dedication and in establishing a successful and thriving practice by providing superior financial advice and guidance.”
The formula used by the Financial Times to select the top 400 advisors is based on several factors including assets under management, asset growth, compliance record, and online accessibility. In addition, to be considered for the FT 400 list, advisors must have a minimum of 10 years’ experience and at least $300 million in assets under management. The final FT 400 represents an impressive cohort of elite advisors.
