Skip to Content

Company News

John Dovich named to America’s Top Financial Security Professionals list by Forbes

< Back to News


Regional President John Dovich named to America's Top Financial Security Professionals list by Forbes

 

October 29, 2021 – MAI is pleased to announce Regional President John Dovich has been recognized by Forbes among its America’s Top Financial Security Professionals.

The ranking, which includes 250 financial security professionals, 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. To be considered, professionals must have a minimum of seven 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-financial-security-professionals/

 


In order to be considered for the Forbes Top Financial Security Professional Ranking, applicants must meet the following methodology requirements: The Forbes Top Financial Security Professional Ranking, 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 seven 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.

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information.