Forbes Best-in-State award
Jeffrey Schnee, AWMA®, CLTC, Executive Vice President / Wealth Management, Financial Advisor, has been named to the Forbes 2024 Best-in-State Wealth Advisors list. “Being named as a Best-in-State Wealth Advisor is a testament to the positive impact Jeff has on the lives of his clients. We are proud to support and empower Jeff and celebrate his commitment to delivering a hyper-personalized, best-in-class wealth management experience,” said Kevin Reed, President of the firm’s Private Client Group.
Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings 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. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Data as of 6/30/23.
