2024 Top Women Wealth Advisor Best-in-State
We are incredibly proud to share that Katrina Consiglio has been recognized by Forbes as a 2024 Top Women Wealth Advisor Best-in-State! What a tremendous honor to be named among the best in the industry for the 5th year in a row. Katrina works hard every day to positively impact our industry. We are so proud of her hard-earned success!
Katrina would like to thank her amazing team, her family, and our valued clients who have been on this journey with her throughout the years. Katrina feels truly blessed and fortunate to have a career that she is passionate about, where she can have meaningful impact on our client’s lives.
The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Top Women Wealth Advisors Best-In-State 2024 (forbes.com)
Katrina would like to thank her amazing team, her family, and our valued clients who have been on this journey with her throughout the years. Katrina feels truly blessed and fortunate to have a career that she is passionate about, where she can have meaningful impact on our client’s lives.
The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Top Women Wealth Advisors Best-In-State 2024 (forbes.com)
Forbes 2023 Best-In-State Wealth Management Team
We are excited to share that The Consiglio Wealth Management Group has been named as one of Forbes 2023 Best-In-State Wealth Management Teams! We are truly honored and humbled by this prestigious recognition. It is a testament to our team’s talent, strong work ethic and unwavering dedication to our clients.
As we celebrate our collective success with you, we are reminded how fortunate we are. We are grateful for our client’s trust and friendship, a gift we do not take lightly. Thank you for being a part of our family and for making this achievement possible.
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
As we celebrate our collective success with you, we are reminded how fortunate we are. We are grateful for our client’s trust and friendship, a gift we do not take lightly. Thank you for being a part of our family and for making this achievement possible.
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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We post timely content including market commentary, investment planning strategies, fun topics and share our team’s involvement in the community.
Please visit this link to follow us and drop a comment to say hello!