Forbes top women wealth advisor Award
Dawn Dupre has been named to Forbes’ list of Top Women Wealth Advisors in 2022. “We’re proud to have Dawn recognized as a Top Women Wealth Advisor. The distinction is a testament to the dedication and commitment Dawn and her team have for making a positive impact in the lives of their clients and within their communities. Their efforts and achievements help pave the way for the next generation. We’re honored to support them and have them as part of our team,” said Jerry Lombard, President, Private Client Group.
America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and 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 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.
