Forbes Top Women Wealth Advisors Best-In-State

We are pleased to announce that Ann Summerson has been selected in Forbes Top Women Wealth Advisors Best-In-State in 2022.* Being truly deserving of such recognition is something we have known all along, seeing firsthand her long-standing dedication to financial planning and her genuine interest in helping people succeed.

See Forbes article

*The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of seven years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research summary (As of February 2022): 34,500 nominations were received based on thresholds and 18,465 advisors were invited to complete the online survey. 13,549 advisors were interviewed by telephone, 2,610 advisors were interviewed in person at the advisor’s location, 1,203 were advisor web-based interviews, and 1,377 women won. SHOOK Research’s findings and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC. 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 individual clients’ experience.

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