Sandy Adams, CFP® Named To Forbes List of 2022 Best-In-State Top Women Wealth Advisors
Earned for the third consecutive year
(SOUTHFIELD, Mich.) – Sandy Adams, CFP® is among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Top Women Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 4, 2022.
The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.
Adams, who joined The Center team in 1996 and is a current partner, has more than 20 years of experience in the financial services industry. She specializes in Elder Care Financial Planning. Click here to learn more.
The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. As of February 2022, 34,500 nominations were received, based on thresholds (9,850 Women) 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone. 2,610 Advisors were interviewed in-person at the Advisors' location and 1,203 were Advisor web based interviews. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com
SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual clients’ experience.