State Wealth Advisors list Forbes ranks Matthew Johnson ...

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Forbes ranks Matthew Johnson among its 2021 Best-InState Wealth Advisors list

Few things are more rewarding than clients expressing their gratitude for the customized, holistic wealth planning services provided by Zions Wealth Management. So a team's recognition among the Forbes 2021 Best-In-State Wealth Advisors list1 is icing on the cake.

Matthew Johnson

Zions Wealth Management is pleased to announce Matthew Johnson ranked No. 6 in Utah among its Forbes 2021 Best-In-State Wealth Advisors list. The Forbes list features more than 5,000 advisors who are nominated by their firms and reviewed by independent research firm SHOOK Research, which conducts reviews and interviews before assigning its ranking.

According to Forbes, the list features advisors with at least seven years' experience and "the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients."

Brian Moore

Matthew's team includes Senior Vice President and Wealth Management Officer Brian Moore, as well as associates Amber Dyer, Tyrell Marchant and Amanda Wiscomb.

Forbes lists Matthew as having a minimum $5 million account size at opening, $1 billion in custodied assets, with the typical size of household accounts ranging from $2.5 to 25 million.

The ranking demonstrates the quality of service Matthew has provided to clients over more than two decades advising clients, including individuals, families, businesses, nonprofits and government entities. It exemplifies what clients have come to expect from Zions Wealth Management.

Click here to send an email to meet with Matthew for a portfolio review or to refer him to a friend.

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1. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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