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FORBES AWARDS



Best-In-State Wealth Advisors 2021-2024
Best-In-State Top Women Wealth Advisors 2022-2024
Best-In-State Wealth Management Teams 2023-2024








Congratulations to Toni L. Taft on her selection to the 2024 Forbes Best-In-State Wealth Advisors & 2024 Forbes Top Women Wealth Advisors and the entire team for being recognized as the Forbes Best-In-State Wealth Management Teams for 2024


Click here to view the listing.


Data for all awards compiled by SHOOK Research LLC . Forbes Best-In-State Wealth Advisors 2021-2024;. 2024 Award presented Apr. 2024 based on 6/30/22 - 6/30/23. 2023 Award presented Apr. 2023 based on 6/30/21-6/30/22. 2022 Award presented Apr. 2022 based on 6/30/20-6/30/21. 2021 Award presented Feb. 2021 based on 6/30/19-6/30/20. Forbes Best-In-State Wealth Management Teams 2023-2024. 2024 Award presented Jan. 2024 based on 3/31/22- 3/31/23. 2023 Award presented Jan. 2023 based on 3/31/21-3/31/22. Forbes Top Women Wealth Advisors Best-In[1]State 2022-2024. 2024 Award presented Feb. 2024 based on 9/30/22 - 9/30/23. 2023 Award presented Feb. 2023 based on 9/30/21-9/30/22. 2022 Award presented Feb. 2022 based on 9/30/20-9/30/21. The Forbes Top Women Wealth Advisors Best-in-State, Best-in-State Wealth Advisors and Top Wealth Management Teams ratings algorithms are 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 of use of marketing materials.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.”

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