Forbes Announcement

Recently Announced:

Gregory Lee named as a Forbes Best-in-State Wealth Advisor* in 2025


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). The Forbes Best-in-State Wealth Advisors 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.

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. Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald – Next 300, Sapphire – Next 500, Pearl – Next 500.

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