Jacquie Weflen, Family Wealth Strategist, has recently been named to Forbes’ Top Women Wealth Advisors Best-in-State List. This is Jacquie’s second consecutive year earning this award and we could not be more proud. Thank you, Jacquie, for all you continue to do for our organization and client families.
Important Disclosures: Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Investment performance is not an explicit criterion, because clients’ investment goals differ. This recognition does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance.
Neither TFO Phoenix nor its employee paid a fee for placement on Forbes/SHOOK Top Women Wealth Advisors Best-in-State List. Ranking was developed by SHOOK® Research, LLC and data provided was as of 9/30/22. The ranking was released on February 2, 2023. Ranking was based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms.
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