Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.
Forbes Lists
About Sean Gentry
The description above is provided by Sean.
Focus Area / Customer Base
Business Owners, Business Liquidations, Complex Trust Administration, Retirees
Sean Gentry's Awards
Forbes “Best-In-State Wealth Advisors” List 2020, 2021, 2022, 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes “Best-in-State Wealth Management Teams” list 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.
Investing involves risk, including loss of principal.
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*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
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BA1ALB7416013, 2/28/25
BA1ALB7416013, 2/28/25