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.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
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.
The Barron’s Barron's Top 1,200 State By State Advisors rankings are based on 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.