Stamp joins the Forbes Best-In-State list spotlighting the top regional financial advisors throughout the country.
Cary Stamp & Co., a provider of financial advisory services based Palm Beach County, FL, announced that founder Cary Stamp has been named on Forbes Best-In-State Wealth Advisors for 2021 list for South Florida. The list is published online at: https://www.forbes.com/best-in-state-wealth-advisors.
According to Forbes, a leading U.S. financial publication, the list spotlights more than 4,000 top financial advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets.
“I’m pleased to have been named to this prestigious Forbes list among the top advisors in the nation—a recognition that, to us, speaks to our firm’s dedication to client service and satisfaction,” said Stamp. “I’m grateful for the trust our clients place in us, as we remain committed to providing the guidance and support they need to achieve lifelong financial goals.”
About Cary Stamp & Co
Cary Stamp & Co. has been providing individuals and organizations with customized investment management and financial guidance since 2004. Located at 110 Bridge Road, Tequesta, FL and with northeast offices in Stamford, CT, Cary Stamp & Co advisors craft customized financial plans and investment strategies that help clients’ achieve financial security and independence. For more information, please visit www.carystamp.com. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency or Cary Stamp & Co.
The 2021 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, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.
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.