Scottsdale, AZ (Feb 14, 2019)—Summit Wealth Group announces today that, for a second straight year, CEO Randy Morris CFP®, ChFC®, AIF® has been named to Forbes’ Best-in-State Wealth Advisors list in the state of Arizona for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Wayne Bloom, CEO of Commonwealth Financial Network®, Summit Wealth Group’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Randy Morris on this well-deserved recognition by Forbes. It is wonderful to see client-centric, independent advisors who are devoted to providing expert financial planning represented on this list. We appreciate the value Randy brings to our industry and our community, and we remain committed to providing the infrastructure and support Summit Wealth Group's thriving practice demands.”
“Receiving this recognition from Forbes for a second straight year is simply an honor." said Randy. "Having been in the financial services business for over 35 years, I can say with great confidence that the most rewarding aspect of my career is being given the chance to serve my clients in this capacity, earning trust and confidence by providing advice on their hard-earned assets. I’m also deeply grateful for the wonderful men and women on the Summit team dedicated to providing an exceptional client experience.”
The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are/will be organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.