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Forbes 2024 Best-In-State Wealth Management Team
Seaport Wealth Management Named to Forbes Best in State Wealth Management Teams List
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Forbes 2023 Best-In-State Wealth Advisors
Paul Vaida and Jared Bloxsom have been named to the Forbes 2023 Best-In-State Wealth Advisors list. “Congratulations to Paul and Jared for receiving this prestigious recognition, which is a testament to their commitment to offering the highest standard of success in financial relationships. Paul Vaida & Jared Bloxsom represent the best of our industry,” said Kevin Reed, President of Janney's Private Client Group.The Forbes Best-in-State Wealth Advisors rankings 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.
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Forbes 2023 Best-In-State Wealth Management Team
Seaport Wealth Management Named to Forbes Best in State Wealth Management Teams List
Our Team
With over 100 years of combined industry experience, Seaport Wealth Management strives to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation. ... Read more. Read less.
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