FINKELBERG RECOGNIZED BY BARRON’S AND FORBES
March 26, 2019
FOR IMMEDIATE RELEASE Media Contact: Sally Steen Avalon, 601-856-1212
FINKELBERG RECOGNIZED BY BARRON'S AND FORBES
RIDGELAND, MS ? Arty Finkelberg, CFA, CFP?, Senior Vice President and Managing Director, Investments with Raymond James & Associates, member New York Stock Exchange/SIPC, has been listed among the nation's best wealth advisors by two national financial publications.
Finkelberg was named to Barron's list of the "Top 1,200 Financial Advisors." The prestigious 2019 list, published March 8, draws from all 50 states plus the District of Columbia. It is the largest, most comprehensive annual advisor list circulated by Barron's.
Finkelberg also recently was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online in February.
"It is an absolute honor to be considered among the top financial advisors both in my state and nationally," Finkelberg said. "To be included among such elite groups is humbling.
"More importantly, the recognition reaffirms the value and benefit of our team's strategic approach and integrity. Clients trust us with their financial investing and retirement planning and we take these responsibilities very seriously."
Finkelberg heads Finkelberg Investments of Raymond James, a five-member team. Finkelberg, whose office is located at 1062 Highland Colony Parkway, Suite 100 in Ridgeland, MS, manages more than $490 million in client assets and specializes in wealth management and retirement planning.
About Raymond James & Associates Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $765 billion. Additional information is available at .
About Forbes ranking of Best-In-State Wealth Advisors The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, 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 29, 334 advisors nominated by their firms, 3,477 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.
*Source: Barron's "Top 1,200 Financial Advisors," March 2019. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. 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.
? 2019 Raymond James & Associates, Inc. Member NYSE/SIPC.
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