Jeff Schultz, CFP® Executive Vice President/Wealth Management Financial Advisor has been named to the Forbes 2022 Best-In-State Wealth Advisors list. “Congratulations to Jeff for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Jeff represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
