“Congratulations to Jenny Daly for receiving this prestigious recognition for the second consecutive year, which is a testament to her commitment to providing her clients with an outstanding wealth management experience. Jenny represents the best of our firm and the industry,” said Kevin Reed, President of the firm’s Private Client Group.
America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: 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.
Full Forbes Ranking: Top Women Wealth Advisors Best-In-State 2024 (forbes.com)
