The Simmons Point Group has been named to the Forbes 2023 Best-In-State Wealth Management Teams list. “Congratulations to The Simmons Point Group for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. The Simmons Point Group represents the best of our industry,” said Kevin Reed, Executive Vice President and President of Private Client Group.
ABOUT THE SIMMONS POINT GROUP
Our mission is 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.
ABOUT FORBES BEST-IN-STATE AWARD
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: 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 team, 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.
