Senior Vice President, Financial Advisor
CFP®, CASL®, CBDA, CEPS
InvestmentNews
InvestmentNews Top Financial Professionals (2026)
Awarded 2/25/26 for the ranking year 2026.
Award recipients
Senior Vice President, Financial Advisor
CFA®, CFP®, CLU®, ChFC®
Senior Vice President, Financial Advisor
CFA®, CFP®, CLU, ChFC
Senior Vice President, Financial Advisor
CFP®, CLTC®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CDFA®, CRPC®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®, CLU®, ChFEBC®, CLTC®, CMFA
Vice President, Financial Advisor
CFA®, CEPA®
Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®, CLU®, ChFC
Senior Vice President, Financial Advisor
CFP®, BFA
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Team recipients
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AMR Team
Hyannis, MA
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Atlas Team
Sarasota, FL Multiple locations
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Doherty Team
Danbury, CT
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Ford Team
Tucson, AZ
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Fulton Office Team
Fulton, MD
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Gilman-Waltzer Team
Los Angeles, CA
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Integra Team
Bradenton, FL Multiple locations
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Legacy Team
Naples, FL Multiple locations
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Merriweather Team
Columbia, MD
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New York-Grand Central Team
New York, NY
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Pillar Pacific Team
San Marino, CA Multiple locations
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Sandy Springs Team
Atlanta, GA
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Washington Wealth Team
Vienna, VA