We’re proud to announce that our own Holly Stallworth, CFP® SVP, Financial Advisor, RJFS, has been named to the Forbes 2020 Top Women Wealth Advisors List. The Forbes ranking weighs factors such as revenue trends, assets under management, compliance records, industry experience and best practices. The women honored to make the Forbes list manage, collectively, nearly $920 billion in client assets.
“This achievement is directly linked to the continued trust and support I’ve received from my clients and teammates,” says Holly. “Milestones like this serve to reinforce my belief that focusing on understanding client’s goals, creating a solid financial plan, and guiding clients throughout their lives to help them accomplish their dreams is of critical importance.”
The daughter of a financial advisor, Holly has always lived by her dad’s guiding principles of trust and integrity. “At a very young age, I learned about investing in my first mutual fund and with it the power of investments,” she says. “But, more importantly, I was shown the impact and value of true and very deep relationships with clients".
The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
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