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Best-In-State Wealth Advisors News

News items related to Best-In-State Wealth Advisors as issued by the Send2Press Newswire service on behalf of the noted news source.


Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the sixth year in a row – in Illinois

|   From: Raymond James Financial Services - Legacy Wealth Advisors

WARRENVILLE, Ill., April 5, 2023 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fifth year in a row – in Illinois

|   From: Raymond James Financial Services - Legacy Wealth Advisors

WARRENVILLE, Ill., April 28, 2022 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors

|   From: Southwestern Investment Group

FRANKLIN, Tenn., April 18, 2022 (SEND2PRESS NEWSWIRE) — Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.