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Perrone's Perspectives

Issue 8 - Q2 2023 - “A warm welcome to Wells Fargo Advisors”

Transcript
Forbes Top Next-Gen Wealth Advisors Best in State 2022

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.

2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 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.

 
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Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Michael J. Perrone

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