We are proud to announce that Jim Ferrare has once again named to Forbes’ Best-In-State Wealth Advisor list for 2024. We are honored for Jim to receive this recognition, as it’s a testament to his commitment to clients and dedication to excellence over an impressive 40+ years in the financial services industry.
The Best-In-State Wealth Advisor List spotlights the top performing wealth advisors across the country. Each state’s list is determined by SHOOK research, an algorithm based on qualitative and quantitative criteria including in-person interviews, candidate’s industry experience, community involvement, client retention data and revenue trends. The theory is, “‘If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality, and can provide ‘impact.’ When we meet with an advisor in person or on the telephone we are thinking to ourselves ‘is this someone that can offer impact, and we would recommend to a friend or family member?’” said R.J. Shook, president of SHOOK Research in a contributor post on Forbes.
Congratulations once again to Jim and thank you to Forbes and Shook Research for the recognition.
To access the full list and to learn more about the methodology, please click here.
