Awards

Seaport Wealth Management Named to Forbes Best in State Wealth Management Teams List

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.

Seaport Wealth Management Named to Forbes Best in State Wealth Management Teams List

Jared Bloxsom has been named to the Forbes 2022 Best-In-State Wealth Advisors list. “Congratulations to Jared for receiving this prestigious recognition, which is a testament to his commitment to offering the highest standard of success in financial relationships. Jared Bloxsom represents 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.