Scottsdale, AZ (Feb 21, 2018)—Summit Wealth Group, a Financial Advisory and Wealth Management firm located in Scottsdale, Arizona, today announces that its CEO, Randy Morris CFP®, ChFC®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2018. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
In 2002, Randy Morris created Summit Wealth Group out of a desire to provide additional wealth management services for clients. Randy serves as the firm's CEO. Summit currently works with clients in 46 states with client assets of more than $660 million, as of November, 2017. They have 7 branch offices located in 4 states.
Wayne Bloom, CEO of Commonwealth Financial Network®, Summit Wealth Group’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Randy Morris on being recognized by Forbes. Summit Wealth Group continues to set themselves apart from their peers—passionately advocating for their clients and delivering tailored, expert, independent advice. We remain committed to supporting Randy and Summit Wealth Group and will continue to provide the leading, client-forward technology and resources Summit’s complex business demands.”
Randy Morris says: “I am deeply humbled and grateful for this recognition from Forbes. This recognition is not about me; it is about the whole team at Summit. Ingrained within our company culture is a deep caring, understanding and empathy for each client’s unique journey. I am proud to lead a company truly committed to the best interest of the people we are honored to serve.”
The 2018 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, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
About Summit Wealth Group
Summit Wealth Group’s mission is to be their clients’ trusted financial team of professionals with experience, dedication, and an unwavering commitment to excellence. Summit Wealth Group’s inception dates back to 1985 when Randy Morris, founded Executive Financial Planning, Inc. with a desire to provide independent, customized advice to clients with a financial planning emphasis. This mission is still being carried out to this day.
For more information, please visit www.summitwealthgroup.com.
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered throughSummit Wealth Group or CES Insurance Agency.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are 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.
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