Credentials we believe exemplify technical distinction
When selecting a financial planner, we understand you need to feel confident that the professionals you choose are competent and ethical. We’re proud of the accolades and accomplishments made as both a team and individually, in large part because we strongly believe each distinction demonstrates our commitment to delivering outstanding service for our clients.
What our designations mean for you
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Individuals certified by CFP Board have taken the step to further demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. Through the Code of Ethics, CFP® practitioners agree to act fairly and diligently when providing you with financial planning services – consistently putting your interests first.
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Training for the CPWA® designation typically covers behavioral finance, family governance, portfolio management, retirement planning and more – helping empower designees to acquire competencies across the entire wealth cycle. CPWA® advisors are often well-positioned to offer a more specialized service to meet the unique needs and complex challenges facing high-net-worth and ultra-high-net-worth clients.
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CFA® charterholders receive training in advanced investment analysis, asset allocation, risk management as well as fixed income, equities and alternative investments – making advisors who hold this credential ideal for clients seeking sophisticated portfolio management and long-term growth. The CFA® designation is recognized globally and demonstrates to clients that they’re choosing a partner committed to meeting internationally respected standards and ethics.
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Advisors who earn this designation are trained to help business owners navigate the financial, personal and strategic complexities of an exit or transition. Typically, designation holders understand how business value, taxes, timing and personal goals intersect – helping owners and entrepreneurs make more informed decisions about their wealth before, during and after a liquidity event.
Award earned under the practice name of Executive Consulting of Raymond James.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 7,855 individual advisors and their firms and include qualitative and quantitative criteria, and 1,500 won. Time period upon which the rating is based is from 09/30/2024 to 09/30/2025, and was released on 03/20/2026. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 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 advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.
The Forbes Best-in-State Wealth Advisors 2026 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 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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 52,043 nominations, roughly 11,302 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. Compensation provided for using the 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.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
