Focused on clients, recognized by peers

• Global Top 50 Raymond James Advisor - 2016, 2017, 2018, 2019, 2023
• Barron's Top 1200 Financial Advisor - 2016, 2017, 2018, 2019, 2020, 2022, 2024
• Forbes Best-In-State Wealth Advisors (CT) - 2018, 2019, 2020, 2021, 2022, 2023, 2024

The Raymond James 2023 Global Top 50 is an event that takes place in February 2023. Invitees are selected based on 2022 fiscal year production. There are approximately 50 attendees, though that number may vary based on those who are invited and available to attend the event. Attendance at this event may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors’ future performance. No fee is paid in exchange for being invited to this event.

Barron's Top 1,200 Financial Advisors (2016, 2017, 2018, 2019, 2020, 2022 & 2024)

Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023 and was released on 03/11/2024. 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. Barron's is not affiliated with Raymond James.

2016 Based on over 4,000 nominations received and 1,200 won.
2017 Based on over 4,000 nominations received and 1,200 won.
2018 Based on over 4,000 nominations received and 1,200 won.
2019 Based on the period from 09/30/17 to 09/30/18 and was released on 03/08/19. Over 4,000 nominations were received and 1,200 won.
2020 Based on the period from 09/30/18 to 09/30/19 and was released on 03/13/20. Over 4,000 nominations were received and 1,200 won.
2022 Based on the period from 09/30/2021 to 09/30/2022 and was released on 03/15/2023.

Best-In-State Wealth Advisors (2018, 2019, 2020, 2021, 2022, 2023, 2024)

The Forbes Top Wealth Advisors Best-In-State 2024 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 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, 8,500 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. 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.

2023: 39,007 nominations with more than 7,321 advisors received the award. This ranking is upon the period from 6/30/2022 to 6/30/2023 and was released on 4/4/23.
2022: 34,925 nominations with more than 6,500 advisors received the award. This ranking is based upon the period from 6/30/20 to 6/30/21 and was released on 4/07/22.
2021: 32,725 nominations with more than 5,000 advisors received the award. This ranking is based upon the period from 6/30/19 to 6/30/20 and was released on 2/11/21.
2020: 32,000 nominations with more than 4,000 advisors received the award. This ranking is based upon the period from 6/30/18 to 6/30/19 and was released on 1/16/20.
2019: 29,334 nominations with more than 3,477 advisors received the award. This ranking is based upon the period from 6/30/17 to 6/30/18 and was released on 2/20/19.
2018: 21,138 nominations with more than 2,213 advisors received the award. This ranking is based upon the period from 6/30/16 to 6/30/17 and was released on 2/15/18.