“Happiness lies in the joy of achievement and the thrill of creative effort”- Franklin D. Roosevelt
We are passionate about inspiring and developing values-based professions and professional development is a core value of our organization. We all strive to become the best version of ourselves so that we can do what is best for our clients, our team, and our community.
Michael Gavin has been named as an advisor on the 2020, 2021, 2022 and 2023 Forbes/SHOOK Best-In-State Wealth Advisors list. Wealth advisors that are nominated by their firms have a minimum of seven years of experience, and Forbes weighs factors such as industry experience, compliance records, revenue trends, assets under management, and those that encompass best practices in their approach to working with clients. With over 330,300 financial advisors in the United States (U.S. Bureau of Labor 2021), to be selected as 1 of 195 advisors from Michigan and ranked 41st overall is a testament to the dedication he and his team have to their craft as well as the trust earned from their valued clients.
Financial Times: Top Financial Advisors 2020
The Financial Times is one of the world's leading news organizations, recognized for its authority, integrity and accuracy. Their Top Financial Advisors list considers six broad factors including experience, industry qualifications, compliance record, assets under management, asset retention and growth and online accessibility. Advisors must have at least 10 years of industry experience and they are assessed based on what investors care about using a quantifiable and objective methodology.
United Way Companies that Care
The United Way of Midland County brings communities together to improve lives. They partner with nonprofits and invest in programs that show measurable and positive outcomes. They create new solutions to old problems and join with individuals and the business community to put those solutions into action.
Financial Planning Association of Michigan
The Financial Planning Association of Michigan is an organization of financial planning partners and allied professionals sharing ideas, knowledge, and support. They encourage and facilitate the achievement of the CFP® accolade and assist members to reach their highest potential for serving client needs.
CFA Society of Detroit
The mission of the CFA Society is served by engaging with the investment industry to advance ethics, market integrity and professional standards of practice. They seek to promote the highest standards of excellence and seek to look beyond what we do today to anticipate future needs.
Great Lakes Bay Estate Planning Council
The Great Lakes Bay Estate Planning Council is a specialized group whose purpose and goals are to increase the knowledge, skill and efficacy of financial professionals working on behalf of their clients to provide focused estate planning. They foster a community of professional groups to raise the standards of cooperation between members to benefit clients, giving them access to proper estate planning
MyPros: Midland Young Professionals
MyPros works to attract and retain talented young professionals by creating networking opportunities, providing personal and professional development, supporting community involvement, and fostering an overall investment in the future of Midland, MI.
Zonta Club of Midland
Zonta Club of Midland is a service organization of business executives and volunteers working together to advance the status of women in Midland and around the world. They partner with area organizations, fund service grants, and provide scholarships for women, supporting women to grow professionally and personally.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, 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 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that 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 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 39,007 nominations, 7,321 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 individual clients' 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.
Raymond James is not affiliated with any of the above-named organizations.
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. This ranking is based upon the period from 06/30/2016 to 06/30/2019 and was released on 04/16/2020. 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. The FT, Ignite Research, and Money-Media, Inc. are not affiliated with Raymond James.