Barron's
Barron’s Top 1,200 Financial Advisors (2025)
Awarded 3/10/25 for the period of 9/30/23-9/30/24.
Award recipients
Managing Director, Carolinas
PhD, CFA®, CFP®
Senior Vice President, Financial Advisor
MBA, CFP®, CRPC®
Senior Vice President, Financial Advisor
Senior Vice President, Financial Advisor
CFP®, CLU®
Senior Vice President, Financial Advisor
Senior Vice President, Financial Advisor
Team recipients
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Carroll Team
Charlotte, NC Multiple locations
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Cimino Team
Clinton, WI
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Levy-Clatterbuck-Robostello Team
Philadelphia, PA
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New Era-Hutchinson Team
Hutchinson, MN
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Sadoff Team
Milwaukee, WI
Press releases
Seven Wealth Enhancement Advisors Named Among Barron’s 2025 Top 1,200 Financial Advisors
Jeff Dekko
Jun 11, 2025