Timothy Wyman, CFP®, JD, Matthew Chope, CFP®, and Sandra Adams, CFP® Named To Forbes’ List of Best-In-State Wealth Advisors
Wyman for the fifth consecutive year, Chope for the fourth consecutive year
Timothy Wyman, CFP®, JD
Matthew Chope, CFP®
Sandra Adams, CFP®
Southfield, Mich. (April 7, 2022) - Timothy Wyman, CFP®, JD, Matthew Chope, CFP®, and Sandra Adams, CFP® are among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online April 7, 2022.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. 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.
Wyman, who is the managing partner at The Center, has more than 25 years of experience in the financial services industry. He has served on the National Board of Directors for the Financial Planning Association, and frequently speaks to organizations and businesses on financial planning topics. He is also a frequent contributor to national and local media. Learn more.
Chope, who joined The Center team in 1996 and is a current partner, has more than 20 years of experience in the financial services industry. He specializes in working with local corporations and non-profits on strategic planning and business management decisions, in addition to helping individuals and families with financial planning. Learn more.
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. Learn more.
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ABOUT CENTER FOR FINANCIAL PLANNING, INC.
Located in Southfield, Mich., Center for Financial Planning, Inc.® (“The Center”) has been committed to assisting people with life’s most important financial goals since 1985. With ten financial planners offering various specialties, 29 team members and over $1.4 billion in assets under management (as of 2/7/2022), The Center partners with clients in 40 states and six countries to achieve their individualized financial goals.
Center for Financial Planning, Inc. is a Registered Investment Advisor and independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. (member FINRA/SIPC). Investment advisory services are offered through Center for Financial Planning, Inc. Center for Financial Planning, Inc. ® is not a registered broker/dealer and is independent of Raymond James Financial Services. For more information, please visit http://www.centerfinplan.com/.
ABOUT RAYMOND JAMES
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.24 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC.
© 2022 Raymond James Financial Services, Inc., member FINRA/SIPC.
Forbes ranking of Best-In-State Wealth Advisors Data provided by SHOOK® Research, LLC. Data as of 6/30/21. Forbes.com (April 2022). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. 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 visit forbes.com/best-in-state-wealth-advisors for more info.