All of us at David Adams Wealth Group and Raymond James are proud to announce David’s recognition again in 2021 as a Forbes Best-In-State Wealth Advisor!! This is quite an honor in our industry, and we just wanted to share the exciting news. This marks the 4th consecutive year David was selected for this top honor coming in at #17 for the state of Tennessee.

SHOOK Research/Forbes Top Wealth Advisors President and Founder, RJ Shook, commented that their research for the ranking found “the very best advisors are laser focused on having a positive impact on their clients’ lives. They want to add meaning, help them live better lives.”

Thanks for being a part of our family!!

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Posted in Accolades, News, Retire While You Work

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