Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.

Forbes Lists

#12
Florida - South
Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August, 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
#106
Florida - South (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
#210
Source: Forbes.com (Awarded Sept 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.

More on Forbes

Nov 3, 2024

Anxious About The Election? Call Your Broker

Most wealth managers pride themselves on deep personal relationships with clients and their family’s. As the stock market climbs a proverbial “Wall of Worry,” Election 2024 is putting their steady-handed stewardship to the test.
Asset Summary
As of Mar, 2024
$0
Min Account Size For New Business
$2.5-10M
Typical Size Of Households
$5-20M
Typical Net Worth Of Relationships
$1.5B
Team Assets (Custodied)