Forbes Acknowledges 12 Hightower Advisors in Its Greatest-in-State Checklist of High Subsequent-Gen Wealth Advisors of 2022


Chicago, August 5, 2022 /PRNewswire/ — Twelve Hightower Advisors Honored Forbes’ 2022 “High Subsequent-Gen Wealth Advisors Greatest-in-State” record. Representing the way forward for the wealth administration trade, these advisors are amongst this 12 months’s prime 1,000 advisors below the age of 40.

At Hightower Consultants Forbes’ The record for 2022 are:

  • alexandra metThe Andriol Group In Madison, Conn.
  • Brian CopelandHightower Wealth Advisors | St. Louis In St. Louis, Mo.
  • Corey BitnerFalcon Wealth Advisors in Mission Woods, Kan.
  • David SokolovskyThe Learner Group In Deerfield, Sick.
  • Justin WintersTreasury Companions Inn New York, NY
  • kevin stakesSerian Strategic Companions In Wayne, PA
  • Michael SchneiderThe Learner Group In Deerfield, Sick.
  • nico morgiaMorgia Wealth Administration Inn Watertown, NY
  • ray baraldiSerian Strategic Companions In Wayne, PA
  • rick blankeClean Pores and skin Wealth Administration in Palm Desert, Calif.
  • Sara Minakari, The Rand Group in Newport Seaside, Calif.
  • Zach UngerotHightower Wealth Advisors | St. Louis In St. Louis, Mo.

David Sokolovsky And Justin Winters additionally included in Forbes’ The 2022 High Subsequent-Gen Wealth Advisors record identifies the highest 100 next-gen advisors throughout the nation.

“Hightower Advisors Nominated Forbes’ The 2022 High Subsequent-Gen Wealth Advisors lists are the very best in our enterprise and symbolize the way forward for wealth administration,” mentioned Bob Oros, President and CEO of Hightower. “We’re happy with their achievements and dedication to serving prospects. Congratulations to all inspiring leaders!”

Hightower is devoted to supporting the subsequent technology of management via its Hightower Heart for Management, a rigorous two-year training for early-stage companions, key advisors, relationship managers, operational professionals, enterprise managers and strategic choice makers. and coaching certificates program. , In Could 2022, a firstclass of 40+ management members graduate with the instruments to drive development of their companies and put together them for the long run. Now the second class is happening.

to qualify for Forbes To record, advisors have to be below 40 years previous and have at the very least 4 years of wealth administration expertise. The consultants who made the record had been vetted utilizing algorithms created by Shook Analysis, which evaluated candidates in individual and by way of phone interviews on income developments, property below administration, compliance data, trade expertise and finest practices . Portfolio efficiency was not a criterion resulting from various consumer goals and lack of audited knowledge. nor Forbes Nor did SHOOK obtain any charges in trade for rankings.

In 2022, Hightower Advisors appeared Forbes’ Greatest-in-State Wealth Advisors and America’s Greatest Girls’s Wealth Advisors Greatest-in-State Checklist. Hightower Advisor additionally appeared baron’s High 100 Monetary Advisors and High 1200 High Advisor Rankings by State Lists.

See the total record right here: https://www.forbes.com/best-in-state-next-gen-advisors/#5bd92f2a25ae

About Hightower:

Hightower is a wealth administration agency that gives funding, monetary and retirement planning providers to people, foundations and household workplaces, in addition to 401(okay) counseling and money administration providers to firms. Hightower’s capital options, operational help providers, dimension and scale assist its vibrant neighborhood of independent-minded wealth advisors develop their companies and obtain their imaginative and prescient of “effectively rebalanced” to their purchasers. Primarily based in Chicago, with advisors all through the US, the agency operates as a Registered Funding Advisor (RIA). Be taught extra about Hightower’s collaborative enterprise mannequin at www.hightoweradvisors.com.

Securities provided via Hightower Securities, LLC Member FINRA/SIPC. Hightower Advisors, LLC is an SEC Registered Funding Advisor.

media Contact:
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