We are proud of the awards we have won and the hard work and hours our team members have dedicated to acquire important knowledge that helps us serve you better.
Tripp Shreves, Matthew Carroccio, and Brandon Hines of The Monument Group at Wells Fargo Advisors were named by Wells Fargo Advisors as Platinum Council members from 2015-2023.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Managing Director – Investment Officer Tripp Shreves was named to Barron’s list of Top 1,200 State By State Advisors every year from 2015–2022.
2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.