Kelly Graves, CFP®, of Wealth Enhancement's Charlotte, NC office, has been recognized in the 2023 “Top 1,200 Financial Advisors” ranking by Barron’s, a leading weekly financial magazine. This is the 15th consecutive year that Kelly has been included on the list.*
CEO of Wealth Enhancement Jeff Dekko said, “I am pleased to announce that Kelly Graves has been named to the Barron’s Top 1,200 Advisors list once again. Kelly is a leading advisor in the Carolinas, taking great care to cultivate meaningful relationships with his clients. Congratulations to Kelly and his entire team!”
The elite list recognizes the country’s top-performing financial advisors based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Top advisors are chosen by state with the number of spots determined by each state’s population and wealth. Kelly is ranked at #12 in the state of North Carolina.
Kelly is one of eight advisors from Wealth Enhancement who have been named to the Barron’s Top 1,200 this year.
*Awarded on 2/9/09, 2/22/10, 2/19/11, 2/20/12, 2/15/13, 2/24/14, 2/23/15, 3/5/16, 3/6/17, 3/10/18, 3/8/19, 3/13/20, 3/12/21, 3/11/22, and 3/13/23 for the one-year period ending September 30th of the previous year.
About the Research Process
The Barron’s team utilizes over 100 data points to evaluate candidates and rankings are compiled using a range of criteria including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component of the evaluation criteria. The award is not indicative of a professional’s future performance and may not be representative of any one client’s experience. This year’s rankings are based on data provided by about 6,000 advisors with approximately 20% being named to the final list.
About Barron’s
Barron’s (www.barrons.com) is a premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come.
About Wealth Enhancement
Wealth Enhancement is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement serves clients nationwide. Wealth Enhancement specializes in providing retail clients with the team-based experience and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.
Contact information:
Marianne Gebhardt, Sr Marketing Communications Manager
mgebhardt@wealthenhancement.com
