Forbes TOP NEXT-GEN award
Craig Sherrer, AWMA ®, Vice President/ Wealth Management, Financial Advisor of The Simmons Point Group has been named to the Forbes 2022 Top Next-Gen Wealth Advisors list. “Congratulations to Craig for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Craig represents the best of our industry,” said Kevin Reed, Executive Vice President and the President of the Private Client Group.
The Forbes Top Next-Gen Wealth Advisors rankings was developed by SHOOK Research and is based on qualitative measures: telephone and in-person interviews 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.
ABOUT CRAIG SHERRER, AWMA®
From a young age, Craig watched his father help people in the Financial Services Industry and was inspired to follow in his footsteps. Within the Simmons Point Group, he works closely with the team to research and custom-tailor investment strategies for each client, catering to their needs and long-term goals. Craig graduated from AACSB accredited Siena College School of Business with a B.S. in Marketing and Management. Craig has received his Accredited Wealth Management Advisor ( AWMA ®) certification, and is currently pursuing a Certified Financial Planner™ certification. While at Siena, Craig served as captain of the lacrosse team, winning two MAAC championships during his career. To this day, he continues to remain active in the Siena alumni network. He also serves as an active member of the Knights of Columbus.
Craig and his wife Lauren were married in 2017 and now reside on the South Shore of Long Island where they are proud parents of their daughters, Mackenzie and Avery. In his free time, you can find Craig entertaining friends and family or supporting his beloved NY sports teams.
