An Approach That Has Gained Industry Recognition

Our dedication to doing what’s right for clients has helped us achieve success and recognition in the financial services industry. We’re proud to say Managing Director Hal Greer has appeared on an awards list that spotlights advisors who have built successful practices.

Recent recognition for Hal Greer includes:

Forbes “Best-In-State Wealth Advisors” list*, 2021

In January 2018, Hal was invited to and attended the Barron’s Top Advisors Summit. Attendees of the Barron’s Conference were comprised of the 100 advisors listed in Barron’s “Top 100 Financial Advisors,” (April 17, 2017) as well as 400 financial advisors designated as the top 1% producers of their firms.

“Any success I have is due to my clients. I thank them for their business, trust and friendship,” Hal says.

*Barron’s Top 100 Financial Advisors, (2017). Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of seven years’ financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. 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. Barron’s is not affiliated with Raymond James.

*The 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 that are considered have a minimum of seven years’ 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. 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. For more information: