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  • Inducted into the 2019-2020 Raymond James Chairman’s Council

  • Top 40 Under 40 Independent Financial Advisors in the U.S.

    Advisors on the Top Next Gen IBD Advisors list are ranked exclusively by assets under management. We solicited nominations from the top 35 IBDs by headcount. REP. magazine and do not receive any compensation from financial advisors, participating firms and affiliates or the media in exchange for rankings.

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  • Nashville Business Journal’s 2017-2018 Top 40 Under 40 Award Recipient

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