Ranking Recognizes the Top Advisors in Each State
CLEARWATER, Fla., March 11, 2019 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced that Todd Hoffman, CFP®, CPM®, Executive Managing Director and Partner in the firm's Clearwater, Florida office, has been recognized on the Forbes "Best-in-State Wealth Advisors" list, which honors top advisors in each state.
Out of nearly 30,000 nominations, this year's Best-In-State Wealth Advisors list spotlights over 3,000 top-advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states. Out of over 3,000 advisors selected, only 269 were selected from Florida.
"Our entire team couldn't be prouder of Todd for being recognized as one of the top advisors in the state," said Chris Barton, Divisional President at Steward Partners. "Todd continues to lead by example both within the firm and the broader industry, putting clients and their needs first."
"I'm more than excited to be recognized by Forbes as a top advisor this year," added Todd Hoffman. "My team and I are focused on helping our clients achieve their financial goals, and being selected to the Forbes Best-in-State Wealth Advisor's list couldn't have happened without them."
Todd Hoffman has been working in the financial services industry for more than 27 years. After starting as a Financial Advisor with Raymond James Financial, he went on to join Salomon Smith Barney and then eventually Morgan Stanley in 2002 to expand his Discretionary Portfolio Management practice. During that time, Todd received his designation as a CERTIFIED FINANCIAL PLANNER™ practitioner and his Certified Portfolio Manager® certification from the Academy of Certified Portfolio Managers (ACPM®).
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
To view the full rankings on Forbes.com, please click here: https://www.forbes.com/best-in-state-wealth-advisors/.
About Steward Partners Global Advisory
With offices in Newtown, CT., Washington, D.C., Clearwater, FL., Andover and Boston, MA., Baltimore and Bethesda, MD., Portland, ME., Keene, Manchester and Portsmouth, NH., Paramus and Morristown, NJ., Albany and New York City, NY., Houston, TX., and Richmond, VA., Steward Partners Global Advisory, LLC, is an employee-owned, full-service independent partnership catering to family, institutional and multigenerational wealth. For more information, visit us at www.stewardpartners.com.
About Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $765 billion.
Steward Partners Holdings, Steward Partners Global Advisory, LLC, and Todd Hoffman maintain a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700, Washington, DC 20006. Toll Free: (844) 801-8268.
Todd Hoffman, CFP®, CPM®, 600 Cleveland Street, Suite 1150, Clearwater, FL 33755. Office: (727) 351-5333.
Raymond James is not affiliated with Forbes or Shook Research, LLC.
Jesse Chen – Water & Wall Group