Named a 40 under 40 honoree by Gulfshore Business in 2018. 2018 Gulfshore Business 40-under-40 Awards honorees are selected by a panel at Gulfshore Business based on personal and professional achievement, community impact, and exceptional professionalism. Investment performance is not an explicit component. 2
The Wells Fargo Advisors Premier Advisor designation is held by a select group of Financial Advisors within the Firm as measured by business production, completion of educational components and professionalism.3
The Forbes 2018 Best in State Wealth Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.