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
READ MORE
“People get concerned and feel like the world is getting dark, that it's not the same great place it was. This country always finds a way to pull through, maybe I'm the eternal optimist.”
UBS Private Wealth Management
Los Angeles, CA
Drew Freides
READ MORE
“Growing up in an emerging market and seeing currency depreciation and all kinds of instability really taught me the idea of diversification. . . . Trying to predict markets is hard, but predicting geopolitics is impossible.”
Morgan Stanley Wealth Management
New York, NY
Ron Basu
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
fter a decade-long bull market fueled by rock-
bottom interest rates, financial advisors and their
clients are now coping with geopolitical uncertainty,
raging inflation and an ugly bear market—plus a
recession seems inevitable. The 250 professionals honored here as Forbes/SHOOK Top Wealth Advisors have proven their mettle over time. Virtually everyone on our list has more than 20 years of experience; more than 80% of them have persevered for more than a quarter-century, through several bear markets. Our rankings were compiled by SHOOK Research, which interviewed candidates nominated by their firms.
A
Illustrations by Patrick Welsh for Forbes
orbes and SHOOK Research
have ranked the to 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. There are more than 800 distinguished insurance specialists on the 2022 list 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
PRESENTED BY
PRESENTED BY
READ MORE
“What keeps me up at night is receiving an email or a phone call one day with a client asking me to cash them out of the market. . . . I try to remind my clients that this too shall pass. I sympathize with their pain, because I feel their pain—my portfolio is down just like theirs.”
Ameriprise Financial Services
San Mateo, CA
George Papadoyannis
READ MORE
"It’s a tough market because both equities and bonds are down, and clients have a hard time understanding bonds—sometimes even more than stocks. As interest rates go up, bonds traditionally go down."
Merrill Lynch Wealth Management
Wayzata, MN
Christina Boyd
