Wealth Enhancement Group has announced that five of its financial advisors have been named to the Forbes 2024 ranking of Top Next-Gen Wealth Advisors Best-In-State.
- Nicole Webb – Ranked #10 in Minnesota
- Evan Quinn – Ranked #32 in Georgia
- Patrick Bobbins - Ranked #35 in North Carolina
- Alex Vaccarella – Ranked #45 in New Jersey
- Christopher Mattern – Ranked #54 in New York
Since its inception in 2017, this prestigious list aims to acknowledge exceptional financial advisors, particularly those who are considered up-and-coming professionals, also known as the Next-Gen, and are under the age of 40. Having weathered various market cycles, these advisors possess extensive experience and maintain strong relationships with their clients, often representing multiple generations.
With a typical tenure of a dozen years, there's a reason millions of families are entrusting their futures with this group of next-generation advisors: they have proven that they stand among the very best in wealth management. Sandwiched between generations, these advisors are also eagerly sought after by the industry to serve families for years to come.
Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
About the Selection Process
The Forbes Next-Gen Wealth Advisors ranking, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. To learn more about the methodology, click here.
About Wealth Enhancement Group
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi™ processes that go far beyond the standard approach. We proudly provide tailored financial plans and investment management services to serve the unique needs of over 61,000 households from our 115 offices—and growing—nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Contact information:
Marianne Gebhardt
Senior Marketing Communications Manager
(704) 409-2589 | mgebhardt@wealthenhancement.com
