I am honored and thankful to serve each of my clients and their families now and in the future - and I am excited to share that I've been recognized as one of Financial Times Top 400 Financial Advisers for 2015 - 2018, an honor awarded to a select group of advisors for quality of service and success in business and ethics.
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.