Forbes TOP NEXT-GEN Award
Alex Vlahos, MBA, CFP®, CRPC®, CLTC®, Financial Advisor/ Wealth Management of The Sampson Wealth Advisory Group has been named to the Forbes 2023 Top Next-Gen Wealth Advisors list. “Congratulations to Alex for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Alex represents the best of our industry,” said Jerry Lombard, President, 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 ALEX VLAHOS, MBA, CFP®, CRPC®, CLTC®
Alex Vlahos, MBA, CFP®, CRPC®, CLTC®, brings over 11 years of wealth advisory experience to The Sampson Wealth Advisory Group which he joined at Janney as a financial advisor in February of 2018. Alex joined the Sampson Wealth Advisory Group to continue to serve individuals, families, and businesses in creating customized wealth strategies to help clients achieve their financial goals. Whether it is building wealth, focusing on retirement, or creating a legacy, our team serves our clients with the highest level of service and a wealth of experience.
Alex Vlahos is a CFP®. CFP® professionals must meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests today to help prepare them for a more secure tomorrow. As a result, The CERTIFIED FINANCIAL PLANNER™ certification is one of the standards of excellence in financial planning.
In addition, Alex holds the Chartered Retirement Planning CounselorSM (CRPC®) and the Certified Long-Term Care (CLTC®) designations all while maintaining his FINRA series 7 & 66, as well as Life Accident, and Health licenses.
Alex also has a degree in Economics from Coastal Carolina University and an MBA from The Citadel, The Military College of South Carolina.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
