Our Accolades

Forbes Top Next-Gen Wealth Advisors

Managing Directors - Investments Jordan Matola and Phillip Alexander were honored to be named as 2020 Forbes Top Next-Gen Wealth Advisors.1

Platinum Council

In 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023 Shad Patterson was named a Platinum Council by Wells Fargo Advisors Financial Network. Jordan Matola and Phillip Alexander also earned this distinction in 2017, 2018, 2019, 2020, 2021, 2022 and 2023. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Platinum Council Client Associates

By nomination, Sonya Younker was awarded the Wells Fargo Advisors Platinum Council Client Associate in 2016. The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
1The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.