It is with great pleasure that we announce and congratulate Chris Doughty CERTIFIED FINANCIAL PLANNER™ CFP®, Chartered Retirement Planning Counselor® for being named to the 2023 Forbes Best-In-State Wealth Advisors list. This ranking marks the sixth year consecutive for Chris.
Forbes' annual list is not a pay for placement ranking. Awards are given based on an extensive research methodology that evaluates each advisor's performance in areas such as client retention, asset growth, compliance record, and industry experience.
While Chris shares this award with his team, who was also recognized as a 2023 Forbes Best-in-State Wealth Management Team earlier in the year, he dedicates it fully to each and every client GENTIAN has the honor of serving.
All who know and work with Chris and team are incredibly proud of the dedication, passion and commitment that has led to this well-deserved recognition. Please join us in congratulating Chris on this remarkable achievement.
[ DISCLAIMER ] Forbes Top Wealth Advisors Best-In-State (2023)
The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors' location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an 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. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.