Focused on clients, recognized by peers

• Global Top Advisor – Raymond James - 2025
• Global Top 50 - Raymond James Advisor - 2016, 2017, 2018, 2019, 2023
• Barron's Top 1200 Financial Advisor - 2016, 2017, 2018, 2019, 2020, 2023, 2024, 2025
• Forbes Best-In-State Wealth Advisors (CT) - 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025

Global Top Advisor – Raymond James (2025)

The Raymond James 2025 Global Top Advisors is a two-day event that takes place in Montreal from April 14^th -16^th.  The event brings together 60 of the highest producing advisors from across the firm, thought that number may vary based on those who are invites and available to attend.  These top producing advisors were selected based on 2024 fiscal year production. Attendance at this event may not be representation of any one client’s experience, is not an endorsement, and is not indicative pf an advisor’s future performance.  No fee is paid in exchange for being invited to this event.

Global Top 50 – Raymond James (2016, 2017, 2018, 2019, 2023)

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, 2023, 2024, 2025)

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by 7,669 individual advisors and their firms and include qualitative and quantitative criteria, and 1,200 won. Time period upon which the rating is based is from 09/30/2023 to 09/30/2024 and was released on 03/10/2025.  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 09/30/2017 to 09/30/2018 and was released on 03/08/2019. Over 4,000 nominations were received and 1,200 won.
2020 Based on the period from 09/30/2018 to 09/30/2019 and was released on 03/13/2020. Over 4,000 nominations were received and 1,200 won.
2023 Based on the period from 09/30/2021 to 09/30/2022 and was released on 03/15/2023.
2024 Based on the period from 09/30/2022 to 09/30/2023 and was released on 3/11/2024.

Forbes Best-In-State Wealth Advisors (2018, 2019, 2020, 2021, 2022, 2023,2024, 2025)

The Forbes Best-in-State Wealth Advisors 2025 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 6/30/2023 to 6/30/2024 and was released on 4/8/2025. 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 48,944 nominations, roughly 9,722 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.

2024: 42,108 nominations, roughly 8,500 advisors received the award. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/3/2024.
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 4/4/2023.
2022: 34,925 nominations with more than 6,500 advisors received the award. This ranking is based upon the period from 6/30/2020 to 6/30/2021 and was released on 4/07/2022.
2021: 32,725 nominations with more than 5,000 advisors received the award. This ranking is based upon the period from 6/30/2019 to 6/30/2020 and was released on 2/11/2021.
2020: 32,000 nominations with more than 4,000 advisors received the award. This ranking is based upon the period from 6/30/2018 to 6/30/2019 and was released on 1/16/2020.
2019: 29,334 nominations with more than 3,477 advisors received the award. This ranking is based upon the period from 6/30/2017 to 6/30/2018 and was released on 2/20/2019.
2018: 21,138 nominations with more than 2,213 advisors received the award. This ranking is based upon the period from 6/30/2016 to 6/30/2017 and was released on 2/15/2018.