![]() ![]() John Ferguson was also named to the Best-In-State Wealth Advisors list in 2020, 2021, 2022, in addition to Denis Poljak, who ranked in 2018, 2019, and 2021. ![]() Brad Coyle also ranked on the list in 20. Tim Davis was previously named one of Forbes Best-In-State Wealth Advisors in 2019, 2020, 2021, and 2022. In 2019, Aaron Brachman was ranked to Forbes Next-Gen Wealth Advisors Best-In-State. He has also served for the New Hampshire Governors as the advisory chair to the Department of Resources and Economic Development.Ĭasey Snyder ranked on the Forbes Next-Gen Wealth Advisors Best-in-State in 2019 and was also honored by the InvestmentNews 40 Under 40 award in 2020. This is Tom Sedoric's fourth time on this Forbes list, having also been honored in 2018, 2021, and 2022. Todd Hoffman was named one of the Top 400 Financial Advisors by the Financial Times in 2015, as well as being named one of Barron's Top 1,200 Financial Advisors in 20 and to the Forbes Best-In-State Wealth Advisors in 2019, 2020, and 2022.įorbes also placed Liana Poodiack on its Best-In-State Wealth Advisors in 20, and its 2020, 2022, and 2023 lists of the Top Women Wealth Advisors. In addition to this honor from Forbes in 2018, 2020, 2021, and 2022, Randy Price was recognized by Barron's as one of the nation's Top 1,200 Financial Advisors in 2014, 2015, 2016, 2017, and 2018. Spector-Executive Managing Director & Wealth Manager, Boston, MAĮric Beiley was also named to the Forbes Best-In-State Wealth Advisors in 2020, 2021, and 2022, after having been named one of the Top 400 Financial Advisors by the Financial Times in 20 and to the Raymond James Chairman's Council in 2017, 2018, and 2019. Thomas Sedoric-Executive Managing Director & Wealth Manager, Portsmouth, NHĬasey Snyder, CFP ®- Managing Director & Wealth Manager, Portsmouth, NH Price, CFP ®, CIMA ®, CIMC ®-Executive Manager Director & Wealth Manager, Houston, TX Liana Poodiack, CFP ®-Managing Director & Wealth Manager, Keene, NH Todd Hoffman, CFP ®, CPM ®-Executive Managing Director & Wealth Manager, Clearwater, FLĭenis Poljak, Ph.D., CPM ®, CIMA ®, CFP ®- Managing Director & Wealth Manager, Shreveport, LA Jed Dewsnup, APMA ®- Managing Director, Farmington, UTĬarl Gravina, CFP ®-Managing Director & Wealth Manager, Keene, NH Timothy Davis, CFP ®- Executive Managing Director & Wealth Manager, Boston, MA John Ferguson- Wealth Manager, Managing Director, Mobile, AL Robert Carrigg, Jr. CFP ®-Managing Director & Wealth Manager, Portsmouth, NHīrad Coyle, CRPC ®-Executive Managing Director & Wealth Manager, McLean, VA Thomas Briggs- Managing Director & Wealth Manager, St. The Steward Partners advisors being honored by Forbes are:Įric Beiley-Executive Managing Director & Wealth Manager, New York, NYĪaron Brachman, CFP ®, AAMS ®, AIF ® - Managing Director & Wealth Manager, Washington, D.C. "This honor from Forbes reinforces the caliber of our advisors, the strength of our culture, and the dedication to our clients, and we celebrate each advisor who ranked on the coveted list." "Steward Partners has experienced immense growth since we launched a decade ago, and with that growth, our advisors have remained the best in the business – from those who have been with us since inception to the teams that have recently joined our firm," said Jim Gold, CEO, and Co-Founder of Steward Partners. (PRNewsfoto/Steward Partners Global Advisory Group) (PRNewswire) ![]()
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