Forbes New York Best-In-State Wealth Advisor - Stephanie Ackler
Forbes recently published their 2021 Best-In-State Wealth Advisors. These advisors are selectively chosen based upon a high level of expertise and a proven track record in the industry.
“Our 2021 Best-In-State Wealth Advisors list spotlights more than 5,000 advisors, nominated by their firms — then researched, interviewed and assigned a ranking by SHOOK Research. The wealth advisors on our 2021 list manage more than $6 trillion in client assets. Among those selected for this year’s list are a second generation advisor, a former fashion model turned top advisor, an advisor with a Ph.D. in cellular and molecular biology, and an Iranian émigré to the U.S. Those standouts are spotlighted below, explore their stories and learn how they earned a spot on the list.
“The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
“Here’s what our research has found: the very best advisors are laser focused on having a positive impact on their clients’ lives, they want to add meaning, help them live better lives.
“This is how we think about our research process every day. If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality. When we meet with an advisor in person or on the telephone we are thinking to ourselves: Is this someone that can offer impact, and we would recommend to a friend or family member?’”
Of the chosen in-state wealth advisors, is Stephanie Ackler, a motivated financial prodigy championing her client’s legacies to create sustainable and secure futures. Stephanie spoke on her nomination:
“I am so honored to be included in this recognition from Forbes. I believe it represents an impressive list of professionals that come to work with one goal in mind — helping their clients succeed. I am so appreciative of the extra efforts of the Ackler Wealth Management Group of Wells Fargo Advisors this past year and their continued focus on client well-being.”
