FORBES BEST-IN-STATE TOP WEALTH ADVISOR
Lorrie Riggs and Amy Villani have been named to the Forbes 2024 Best-In-State Women Wealth Advisors list. “Lorrie and Amy exemplify the best of our Firm and the industry. They share a commitment to providing the team’s clients with a comprehensive wealth management experience and delivering the highest standard of client service,” said Kevin Reed, President of the Firm’s Private Client Group. “We couldn’t be prouder to have Lorrie and Amy on this list and congratulate both on this well-deserved recognition.
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. For more information, please see www.SHOOKresearch.com. Data provided by SHOOK® Research, LLC. Data as of 9/30/23.
