Senior Vice President, Financial Advisor
CIMA®
Forbes
Forbes Best-In-State Wealth Advisors (2025)
Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
Award recipients
Managing Director, Carolinas
PhD, CFA®, CFP®
Senior Vice President, Financial Advisor
MBA, CFP®, CRPC®
Senior Vice President, Financial Advisor
CFA®, CFP®, CLU®
Senior Vice President, Financial Advisor
CFP®, CPA
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®, AIF®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CDFA®, J.D.
Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®, CPA
Senior Vice President, Financial Advisor
CFP®, CLU®, ChFC
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®, CRPC®, EA
Senior Vice President, Financial Advisor
Senior Vice President, Financial Advisor
Senior Vice President, Financial Advisor
CFP®, CPA, CPFA®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
Senior Vice President, Managing Director, Portfolio Manager & Financial Advisor
MBA
Team recipients
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Cardan Team
Denver, CO
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Carroll Team
Charlotte, NC Multiple locations
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Cimino Team
Clinton, WI
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Diven Team
Itasca, IL
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Gensler Team
Coronado, CA
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Hyland Team
Madison, WI
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InConcert Napa Valley Team
St. Helena, CA Multiple locations
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Legacy Team
Naples, FL Multiple locations
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McKeown-Mehia Team
Mankato, MN
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New York-Grand Central Team
New York, NY
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Nigh-Hanft-Belella Team
Hagerstown, MD
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Papapostolou Team
Darien, CT
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Pillar Pacific Team
San Marino, CA Multiple locations
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Sadoff Team
Milwaukee, WI
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Sandy Springs Team
Atlanta, GA
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Scroggins Team
Naples, FL Multiple locations
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Walnut Creek Team
Walnut Creek, CA
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Warren Team
Warren, NJ
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Webb Team
Brentwood, TN Multiple locations
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Williamson Team
Rochester, MN