Evan Gilchrest, Executive Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2019 Top Next-Gen Wealth Advisors list. “Congratulations to Evan for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Evan represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
The Forbes Top Next-Gen Wealth Advisors rankings was developed by SHOOK Research and is based on qualitative measures: telephone and in-person interviews to measure best practices, 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 advisors rarely have audited performance reports. 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.
