Jacquie Weflen Named to Forbes' List of America's Top Women Wealth Advisors

We are excited to share the news that Jacquie Weflen, Family Wealth Strategist, has been named to Forbes’ list of America’s Top Women Wealth Advisors. Recognized for offering exemplary services in a year of unprecedented challenges, Jacquie ranked fourth on the list of Arizona advisors. Jacquie’s honor is a testament to the hard work and dedication she displays each and every day.

To see the full rankings, click below:
CLICK HERE TO VIEW FORBES’ LIST OF AMERICA’S TOP WOMEN WEALTH ADVISORS

Important Disclosures:

TFO Phoenix, Inc. is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Investment performance is not an explicit criterion, because clients’ investment goals differ. This recognition does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so SHOOKs can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. 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.

Damon Miller Named A Barron's Top Advisor By State

We are proud to announce that Damon Miller, Family Wealth Strategist, has been named to Barron’s 2021 Top Advisor Rankings by State list. We congratulate Damon on this well-deserved honor!

To see the full rankings, click below:
BARRON’S 2021 ADVISOR RANKINGS BY STATE

Important Disclosures:

The rankings are based on data provided by around 4,000 advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Neither TFO Phoenix nor its employee pays a fee to Barron’s in exchange for inclusion in the ranking of Barron’s 2021 Top Advisor Rankings by State.

TFO Phoenix, Inc. is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Scott Horn has been named to Forbes’ Best-in-State Wealth Advisors list for 2021

TFO Phoenix President Scott Horn has been named to Forbes’ Best-in-State Wealth Advisors list for 2021. Scott was named third on the list of Arizona advisors. Congratulations Scott and thank you to our entire team for their hard work and dedication in taking care of the families we serve!

To see the full rankings, click below:

CLICK HERE TO READ THE FULL ARTICLE

TFO Phoenix, Inc. is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Investment performance is not an explicit criterion, because clients’ investment goals differ. This recognition does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of 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 TFO Phoenix nor its employees pay a fee to Forbes/SHOOK in exchange for inclusion in the ranking of Forbes/SHOOK Best-In-State Wealth Advisors.

TFO Phoenix Named a “Best Places to Work” by the Phoenix Business Journal for the Seventh Consecutive Year

We are excited to announce that for the 7th consecutive year, TFO Phoenix has been named a “Best Place to Work” by the Phoenix Business Journal. It is a tremendous honor for our firm to receive this recognition. Every person in our firm contributes to our culture and each of us has pride in knowing that our colleagues share our commitment to our mission of empowering clients by helping connect wealth and purpose.

Chris Hess Named a Top 2020 Young Professional by The Family Wealth Alliance!

We are proud to announce that Chris Hess, TFO Family Wealth Strategist, has received the 2020 Young Professionals Award by The Family Wealth Alliance, a recognition program honoring the top professionals under age 40 shaping the family wealth industry who have demonstrated a strong record of innovation and outstanding performance.

Congratulations Chris on this well-deserved honor!

 

Important Disclosures:

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Investment performance is not an explicit criterion, because clients’ investment goals differ.

TFO Phoenix pays a membership fee to be involved with The Family Wealth Alliance. However, neither the Firm nor the nominee paid a fee for inclusion to the 2020 Family Wealth Alliance Top Young Professionals Award. In order to be nominated a candidate must be an established professional leader with a strong record of innovation and outstanding performance, under the age of 40 as of 01/01/20, employed at an established or aspiring family wealth firm, supported by the nominee’s President/CEO, direct supervisor, or an Alliance member, and nominations must have been submitted by 5 p.m. ET on 05/31/20. The scoring criteria was based on three criteria, equally weighted and averaged together to calculate a nominees overall score. Weighting was executed by a computerized scoring system. Judges provided their unbiased assessment on each candidate, and looked for the following elements for review: thoughtfulness of the application, insights into the industry, introspective reflections and considerations, demonstrated impact, Does the candidate seem to focus on putting clients’ interests above their own?, Does the candidate appear to have high standards and values?, and Does leadership see true potential in the candidate?

Financial Adviser Magazine Names TFO Phoenix to its RIA Survey & Ranking 2020 List

We are excited to announce that TFO Phoenix was recently named to Financial Advisor Magazine’s RIA Survey & Ranking 2020 list. TFO ranked #112 of the 551 firms named, and ranked #1 of Arizona-based firms recognized. Exciting recognition for our team!

View the rankings list

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Investment performance is not an explicit criterion, because clients’ investment goals differ. This recognition does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither TFO Phoenix nor its employees pay a fee to Financial Advisor (FA) Magazine in exchange for inclusion in the FA Magazine’s national ranking of registered investment adviser.

To be eligible for FA Magazine’s national ranking of registered investment advisors published in its August 2020 issue, firms must be registered investment advisors, file their own ADV statement with the SEC, provide financial planning and related services to individual clients and have at least $400 million in assets under management. This ranking does not apply to hybrid or corporate registered investment advisors. The firms provided company data pursuant to submission guidelines as of Dec. 31, 2019. According to FA Magazine, 551 firms were ranked and are listed by assets under management. FA magazine independently sets its criteria and TFO Phoenix has no influence on the criteria or the ranking.

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