Ben Oxnard, CRPC, Managing Director - Investments, has been named as one of Forbes Best-In-State Wealth Advisors in 2022.
Jason B. Ford, Managing Director - Investments, has been named as one of Forbes Best-In-State Wealth Advisors from 2019-2022.
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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.
WFII Midyear Outlook
Wells Fargo About Money Podcast
Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money. Wells Fargo About Money is a new podcast series presented by Wells Fargo. By understanding our money behaviors, we all have the opportunity to make better money decisions.
