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®
Alex Vlahos, MBA, CFP®, CRPC®, CLTC® has over nine years of industry experience, and joined The Sampson Wealth Advisory Group at Janney in 2018. Alex is a Certified Financial Planner™ (CFP®) professional and currently maintains his FINRA series 7 & 66, as well as Life Accident, and Health licenses. In addition, he holds the Chartered Retirement Planning CounselorSM (CRPC®) and the Certified Long-Term Care (CLTC®) designations.
Alex holds an undergraduate degree in Economics from Coastal Carolina University. Alex continued his education where he earned 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.
