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Methodology: Best-In-State Wealth Advisors 2024

Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it's nice to have them close by.

United-states , Oklahoma , South-carolina , San-francisco , California , Houston , Texas , New-york , America , Research-summary , Top-wealth-advisor

Fast Cars And Bucketing Guide This $1.6 Billion UBS Advisor From Ohio

Blair Cornell was born into wealth management and like many others is leaning heavily into alternative assets like private credit and real estate.

United-states , America , Blair-cornell , Team-assets-custodied , Ohio-university , Top-wealth-advisors , Best-in-state-wealth-advisors , Best-in-state-wealth-management-teams , Top-next-gen-wealth-advisors , Fast-cars , Bucketing , Ubs-advisor

'One Size Fits One' When It Comes To Clients, Says This $5 Billion Merrill Advisor

Robert Waldele specializes in municipal bonds and likes to put his clients' portfolios through stress tests.

New-jersey , United-states , New-york , China , America , Chinese , Robert-bob-waldele , Robert-waldele , Team-assets-custodied , Lafayette-college , Merrill-lynch , Merrill-wealth

Listening Key To Keeping Clients Happy And Earning Their Trust

Developing a rapport with clients really boils down to one thing: listening. Listening builds trust and deepens relationships between clients and financial advisors.

Christopher-cook , University-of-richmond , Florham-park , State-wealth-advisor , Merrill , Gcca-group , Forbes , Teams , Top-advisors , Forbes-shook , Wealth-management ,

'Be Kind To Your Future Self' Says This $5.5 Billion Morgan Stanley Advisor

Morgan Stanley Wealth Management’s Jennifer Magnesen cautions against being retirement-rich and current-poor.

United-states , Illinois , Southfield , Michigan , United-kingdom , Oak-brook , Evanston , Britain , America , Jennifer-magnesen , Scott-magnesen , Raymond-james

How An $8 Billion Lake Tahoe-Based Advisor Uses Dividends To Beat Inflation

Lisa Petrie and her all women team at TSG Wealth Management get close to clients and love income-generating assets.

Incline-village , Nevada , United-states , California , Riverside , Lisa-petrie , Petrie-group , Wells-fargo , Top-women-wealth-advisors , Southern-california , Lake-tahoe , Wall-street

Entrepreneur Turned $700 Million Morgan Stanley Advisor Warns Against Postponing Joy

Understanding the entrepreneurial mind and knowing the philanthropy world from the inside gives this financial advisor and her clients a competitive edge.

United-states , San-francisco , California , Berkeley , Pacific-palisades , America , Patricia-dunn , Witter-reynolds , Hernan-diaz-pulitzer-prize-winning , Beth-scanlan , Haas-school-of-business , Eainvest-inc

This $2 Billion Merrill Lynch Iron Woman Left Law To Follow The Money

Michelle Mayer left a lucrative law career to build a practice using her estate planning expertise to help wealthy families optimize and grow their fortunes.

Florida , United-states , Dominican-republic , America , Michelle-mayer , Wake-forest-university , Merrill-private-wealth , Top-women-wealth-advisors , Magnificent-seven , Top-advisor , Forbes-shook , Top-wealth-management

$2 Billion Michigan-Based Stifel Team's Recipe: Rising Dividends, Strong Cash Flow, And No Bond Funds

Alvin Spencer Jr. believes there’s no such thing as getting rich quick, but he advises you can’t be afraid to buy equities.

Michael-anderson , Los-angeles , Mike-anderson , Alvin-spencer-jr , Jon-randall , J-clark-standish , Team-name , Coastal-financial-strategies-group , Merrill-lynch , Wells-fargo , Team-custodied-assets , Coastal-financial-strategies

This $600 Million Wells Fargo Trio With A Keep It Simple Investment Approach

The senior partners of this Iowa-based team like dividend stocks and tax efficient approaches for its retiree clients.

Amy-townsend , Derrick-young , Debra-alberto , Team-name , Wells-fargo , Young , Alberto-private-wealth-management-group , Team-custodied-assets , Alberto-private-wealth-management , Custodied-assets , New-year , Forbes-shook