Gregory Lee named as a Forbes Best-in-State Wealth Advisor* in 2025
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.
Recently
At our recent market update seminar in June, our clients who attended donated 34 backpacks to the Beverly Bootstraps organization.
This local organization was thrilled to receive them. They will be filling them with school supplies and distributing them to local students in need for the upcoming school year.
Together we are helping students in the community start the year ready for academic success.
A big thanks to all of our clients that so generously participated.
Thank you for your submission!
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