Contributed by: Center for Financial Planning, Inc.®
Center for Financial Planning, Inc.® is pleased to announce that Timothy Wyman, CFP®, JD has been named to Forbes 2019 list of "Best-in-State" Wealth Advisors in Michigan for the 2nd consecutive year, where he ranked 53rd in the state.
“What’s most impressive to me is Tim’s ability to explain complex topics to clients to help them navigate through important financial decisions,” said Jeanette LoPiccolo, CFP®, an Associate Financial Planner that works closely with Tim. “He is as easy-going and friendly as the neighbor next door and so enthusiastic to help our clients and our community.”
In addition to working directly with clients and helping them achieve their financial goals, Tim also acts as Branch Manager, RJFS, Partner and member of the firm’s Operations Committee. Tim has recently been appointed to the Albion College Endowment Investment Committee and is an active member of the Small Giants Community whose mission is putting people before profits. Having gone through Leadership Oakland's program, Tim now serves his community as a member of its Board of Directors.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of 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. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Any opinions are those of Center for Financial Planning, Inc.® and not necessarily those of Raymond James. Raymond James is not affiliated with any of the organizations named above.