Our warmest congratulations to Trevor Wilde
, who has been recognized for the second year in a row in the Forbes
Best-in-State Wealth Advisors list as the #2 Financial Advisor in Arizona for 2022. This is a tremendous accomplishment, and it could not have gone to a more deserving person. Congratulations Trevor!
To view the full ranking, please click the link below.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of [List most recent date and number of nominations] nominations received, based on thresholds - [List most recent number] invited to complete online survey - [List most recent number] telephone interviews - [List most recent number] in-person interviews at Advisor's location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.