Honored to be Recognized
Awards
Forbes Best-In-State Wealth Management Teams 2025
The Worrell Wealth Management Group of Wells Fargo Advisors was recognized by Forbes as a 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 1,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. View additional disclosures
Forbes Best-In-State Wealth Management Teams 2024
The Worrell Wealth Management Group of Wells Fargo Advisors was recognized by Forbes as a 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). View additional disclosures
Forbes Best-In-State Wealth Advisors1
Ed Worrell, Managing Director-Investments is honored to be named as one of Forbes Best-In-State Wealth Advisors for 8 years in a row: 2018-2025. Eric Worrell, Managing Director-Investments was recognized as one of 2025 Forbes Best-in-State Wealth Advisors.
Forbes Top Next-Gen Wealth Advisors 20242
Eric Worrell, Managing Director-Investments was recognized as one of 2024 Forbes Top Next-Gen Wealth Advisors:
Why Credentials Matter
Credentials
CERTIFIED FINANCIAL PLANNER®
Ed Worrell, Managing Director – Investments, Eric Worrell, Managing Director – Investments, and Kevin Lennon, Financial Consultant have all earned their CERTIFIED FINANCIAL PLANNER® professional certifications. The CFP® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning strategies. To earn the CFP® certification, they completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP® Board's Code of Ethics and Professional Responsibility.
Certified Private Wealth Advisor® (CPWA®)
Eric Worrell, Managing Director – Investments is a Certified Private Wealth Financial Advisor® and is committed to a holistic, personal approach to serving high-net-worth individuals and families. Eric can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking Services, Trust and Estate Services, Insurance as well as customized and more traditional lending products. This elevated level of service is designed to support your full financial picture to help you preserve and grow your wealth across generations.
Certified Exit Planner Advisor® (CEPA®)
Eric Worrell, Managing Director – Investments is a Certified Exit Planner Advisor®. The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals.
2 2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen 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. 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. See additional award disclosures.