Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. READ MORE
METHODOLOGY
“A lot of people have come to us and say it's like going to confession because they have to come face to face with their expenses or overspending or whatever it might be and you have to acknowledge it before you can move forward.”
Ameriprise Financial Services
Bingham Farms, MI
Divisha Kapur
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“Markets are going to continue to be rocky with the various headwinds that are coming down but we are bullish long term. We're seeing opportunities in the credit and debt space currently that we haven't seen in the past decade.”
Tomoro
Wall, NJ
Jeremy Suarez
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Top Financial
Security Professionals
BEST-IN-STATE
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Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. READ MORE
METHODOLOGY
Security Professionals
TOP FINANCIAL
READ MORE
$2 Billion
$197 Million
Top Women Advisors
BEST-IN-STATE
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orbes and SHOOK Research have ranked the top
professionals in the insurance industry in our annual
list of Top Financial Security Professionals 2022. This
year’s list includes an overall ranking of the best
insurance professionals across the country, as well as the top candidates in each state. Below you will find more than 800 distinguished insurance specialists sorted by state who oversee client policies exceeding $1 trillion. As stocks face sharp declines this year and the economy teeters on the brink of recession, these distinguished security professionals are working hard to keep their clients calm and, more importantly, preserve their wealth.
F
Illustrations by Patrick Welsh for Forbes
orbes and SHOOK Research have
ranked the top professionals in
the insurance industry in our
annual list of Top Financial
Security Professionals 2022. This year’s list includes an overall ranking of the best insurance professionals across the country, as well the top candidates in each state. Below you will find more than 800 distinguished insurance specialists sorted by state who oversee client policies exceeding $1 trillion. As stocks face sharp declines this year and the economy teeters on the brink of recession, these distinguished security professionals are working hard to keep their clients calm and, more importantly, preserve their wealth.
F
Illustrations by Patrick Welsh for Forbes