RECOGNITION

We are proud that Rebekah has been recognized by Forbes as among the best financial advisors in the country. By putting her clients first, leading with quality service and demonstrating integrity, she strives to deliver the best of Raymond James to every client.

Forbes recognized her as one of their “Best-in-State Wealth Advisors” from 2019 through 2023¹, "Top Women Wealth Advisors" from 2020 through 2021², "America's Top Woman Wealth Advisors Best-in-State" from 2022 through 2023³ and as one of their “Best-in-State Next-Generation Wealth Advisors” in 2019⁴. Working Mother Magazine recognized her as one of their “Top Wealth Advisor Moms” from 2018 through 2021⁵.

¹The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who 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 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

²The Forbes ranking of America’s Top Women Wealth Advisors, developed bySHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors, like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research summary (as of February 2021): 32,810 nominations were received, based on thresholds (9,785 women). 16,165 advisors were invited to complete the online survey. 13,235 advisors were interviewed by telephone. 2,595 advisors were interviewed in-person at the each advisor’s location. This ranking is based upon the period from 9/30/19 to 9/30/20 and was released on 3/24/21. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/list-directory/#1184217eb274 for more info

³The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based on the period from 02/04/22 to 09/30/22 and was released on 02/01/2023. Research summary (as of February 2023): 38,314 nominations were received and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.

⁴SHOOK Research considered advisors born in 1980 or later with a minimum four years relevant experience. Advisors have built their own practices and lead their teams, joined teams and are viewed as future leadership, or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based upon the period from 3/31/18 to 3/31/19 and was released on 6/25/19. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information, see SHOOKresearch.com.

⁵SHOOK™ Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Time period upon which the rating is based is from 03/31/2020 to 03/31/2021 and was released on 10/12/2021. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research summary (as of 3/31/2021): from a total universe of 300,000 advisors, based on our thresholds we received 33,123 nominations, of which approximately 20% (6,624) were women and less than a quarter (1,400) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. For more information, see shookresearch.com.