Senior Wealth Advisor Andrew Meyer Named to America's Top Next-Gen Wealth Advisor List by Forbes
September 23, 2021 - We are pleased to announce our Senior Wealth Advisor Andrew Meyer has been recognized by Forbes among the Top Next-Gen Wealth Advisors.
Forbes’ Top Next-Gen Wealth Advisors list includes the top 500 advisors under 40 in the U.S. The ranking is developed by SHOOK Research and is based on an algorithm of qualitative criteria, such as telephone and in-person due diligence interviews, and quantitative data. Considered advisors have a minimum of four years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices and approach to working with clients.
Our team remains committed to providing quality service to our clients and it is especially exciting when individual team member contributions and efforts are recognized in this way. We are focused on our mission of delivering quality service and advice to help clients navigate their financial lives.
To view this year’s list, please visit: https://www.forbes.com/top-next-gen-advisors
In order to be considered for the Forbes America’s Top Next-Gen Wealth Advisor list, applicants must meet the following methodology requirements: The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. (Source: Forbes.com)
In the case above, MAI responded to a survey from the sponsoring organization. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to Barron's or the Financial Times or any other group to be included in their rankings or awards.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
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