Awards and Recognition

* 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23.

2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).

Third Party Award disclosures | Wells Fargo Advisors

** The Five-Star Wealth Manager award was issued on 11/01/2025 by Five-Star Professional (FSP) for the time period 02/24/2025 through 08/01/2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1353 Richmond-area wealth managers were considered for the award; 63 (5 % of candidates) were named 2025 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

2024

Award issued on November 1, 2024 by Five Star Professional (FSP) for the time period February 13, 2024 through August 30, 2024. 1,223 Richmond Market wealth managers were considered for the award; 74 (6% of candidates) were named Five Star Wealth Managers.

2023

Award issued on November 1, 2023 by Five Star Professional (FSP) for the time period February 13, 2023 through August 31, 2023. 1,095 Richmond Market wealth managers were considered for the award; 67 (6% of candidates) were named Five Star Wealth Managers.

2022

Award issued on November 1, 2022 by Five Star Professional (FSP) for the time period February 28, 2022 through August 26, 2022. 1,041 Richmond Market wealth managers were considered for the award; 69 (7% of candidates) were named Five Star Wealth Managers.

2021

Award issued on November 1, 2021 by Five Star Professional (FSP) for the time period February 8, 2021 through September 10, 2021. 937 Richmond Market wealth managers were considered for the award; 67 (7% of candidates) were named Five Star Wealth Managers.

2020

Award issued on November 1, 2020 by Five Star Professional (FSP) for the time period March 2, 2020 through September 25, 2020. 873 Richmond Market wealth managers were considered for the award; 69 (8% of candidates) were named Five Star Wealth Managers.

2019

Award issued on November 1, 2019 by Five Star Professional (FSP) for the time period February 25, 2019 through October 7, 2019. 979 Richmond Market wealth managers were considered for the award; 77 (8% of candidates) were named Five Star Wealth Managers.

2018

Award issued on November 1, 2018 by Five Star Professional (FSP) for the time period March 16, 2018 through October 4, 2018. 939 Richmond Market wealth managers were considered for the award; 94 (10% of candidates) were named 2018 Five Star Wealth Managers.

2017

Award issued on November 1, 2017 by Five Star Professional (FSP) for the time period March 15, 2017 through October 6, 2017. 771 Richmond Market wealth managers were considered for the award; 93 (12% of candidates) were named 2017 Five Star Wealth Managers.

2016

Award issued on October 1, 2016 by Five Star Professional (FSP) for the time period May 6, 2016 through October 4, 2016. 687 Richmond Market wealth managers were considered for the award; 144 (21% of candidates) were named Five Star Wealth Managers.

2015

Award issued on October 1, 2015 by Five Star Professional (FSP) for the time period May 6, 2015 through September 30, 2015. 710 Richmond Market wealth managers were considered for the award; 190 (27% of candidates) were named Five Star Wealth Managers.

2014

Award issued on October 1, 2014 by Five Star Professional (FSP) for the time period May 6, 2014 through September 30, 2014. 1,242 Richmond Market wealth managers were considered for the award; 187 (15% of candidates) were named Five Star Wealth Managers.

2013

Award issued on October 1, 2013 by Five Star Professional (FSP) for the time period May 6, 2013 through September 30, 2013. 802 Richmond Market wealth managers were considered for the award; 190 (24% of candidates) were named Five Star Wealth Managers.

*** 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25.

2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com).

Third Party Award disclosures | Wells Fargo Advisors

**** 2026 Wells Fargo Advisors Platinum Council: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

***** 2026 Wells Fargo Advisors Platinum Recognition Program: The Wells Fargo Advisors Platinum Recognition Program is open to eligible branch support associates that have delivered exceptional performance during the prior calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution. Participants are placed into one of two categories. Pinnacle Level are the Top 100 performers as selected by manager nomination and divisional review. Excellence Level are all remaining participants.