Honored to receive recognition
All of us at Quest Wealth Management are thrilled to announce that Jan Spielman has been named to two industry publications’ top advisor lists: Forbes Best-in-State Wealth Advisors for 2020 and Financial Times 400 Top Financial Advisors list for 2020. These rankings recognize advisers who provide clients with a high-quality experience and lead the way in the industry. Congratulations, Jan! We’re proud to work alongside you to help our clients achieve their financial goals.
Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisers, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
he Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times. The FT 400 is based on data gathered from advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance 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 Ameriprise Financial nor its advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400.