HONORS REFLECTIONS OF YOUR CONFIDENCE
Our recognitions are a reflection of something far greater… the confidence our clients place in us. Each award serves as a quiet reminder that trust, collaboration, and shared purpose are what truly define success. We see every honor not as a finish line, but as a reflection of the remarkable people and families who allow us to do what we love most… serve with purpose.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
Austin L. Storck, CIMA®
2024 & 2025 InvestmentNews Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars, a comprehensive roundup that highlights the best in the industry.
Links to Recognition:
IN Rising Stars 2024 - Austin Storck
2024 Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars
Revealed: The best wealth managers and advisors under 40
2025 Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars
Jenn Cox
2025 Raymond James & Associates Branch Associate of the Year
FY25 Q1 Raymond James & Associates Branch Associate of the Quarter Southeast Division
Branch Associate of the Year:
Named #1 out of thousands across Raymond James. This isn’t just an internal honor, it’s a company-wide distinction that speaks volumes about her excellence, consistency, and the heart she brings to everything she does.
The Branch Associate of the Year Award is given to one of the year's Raymond James & Associates of the Quarter to honor the associate’s contributions to the overall success of the branch. This employee consistently demonstrates the Service 1st pledge in working with clients, home office personnel and other branch associates. To be considered for this award, a nonsupervisory RJ&A branch support associate must have been employed with Raymond James for at least one year, must be in good standing with the firm (not on disciplinary action/probation), and could not have won the award in the past five years.
2024 InvestmentNews Rising Stars
Each year InvestmentNews recognizes industry professionals under the age of 40 based on factors including accomplishments as exhibited by their credentials and achievements in their industry-related projects, contributions to the industry, quality of leadership within the financial advice field, and promise/commitment to the field. The nominees were all under the age of 40 as of November 30, 2024. Over 400 nominees were considered and 83 were chosen to receive the award in 2024. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. This ranking is based upon the period from 07/1/2023 to 07/1/2024 and was released on 11/20/2024. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.
2025 InvestmentNews Rising Stars – Best Wealth Managers and Advisors Under 40 in the USA
Each year InvestmentNews recognizes industry professionals under the age of 40 based on factors including accomplishments as exhibited by their credentials and achievements in their industry-related projects, contributions to the industry, quality of leadership within the financial advice field, and promise/commitment to the field. The nominees were all under the age of 40 as of November 30, 2024. There were 220 nominees considered and 32 were chosen to receive the award in 2025. The nominations were vetted by an independent panel of industry leaders chosen by InvestmentNews. This ranking is based upon the period from 06/13/2024 to 06/13/2025 and was released on 10/13/2025. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
