What An Honor
Michael J. Perrone, Managing Director – Investments is proud to have been recognized by Forbes on their 2022 list of the Best-in-State Next Generation Wealth Advisors. From his perspective, Michael receives these accolades on behalf of his amazing team and the wonderful clients he’s honored to serve.
The Forbes Top Next-Gen 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. Fee paid for use of logo.