Managing Directors – Investments Bill Whichard and John Woolard have attended the annual Forbes/SHOOK Advisors Summit for the past three years, a forum providing insights tailored for advisors across America.
Both Bill and John were proud to be named to Forbes’ list of the Best-in-State Wealth Advisors in North Carolina from 2019 to 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.