Towson Partners Wealth Management, has been named as a Forbes 2024 Best-in-State Wealth Management Team. “This marks the second year in a row they have received this esteemed honor which is only awarded to a select group of top-performing teams across the country. I would like to congratulate Financial Advisors, Bo Lewis, Paul Tomick, Bill Peck, and Neill Peck along with Account Executive, Ryan Stellmann, and Associates, Eric Miller, Lindsey Williams, and Lexa Hubbard on this prestigious award—it is a true reflection of their remarkable dedication, experience, and unwavering commitment to their clients.”, said Kevin Reed, Executive Vice President and President of Private Client Group.
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.
