Page 56 - Forbes - USA (December 2019)
P. 56
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Óäää] - "" ,iÃi>ÀV LiV> i Ì i Ü À `½Ã w ÀÃÌ Ì ÀiÃi>ÀV Readers regularly ask us for ways to contact the ranked advisors—
and rank Wealth Advisors. Today it is still the only research Forbes’ solution: the Top Advisor Directory. Once an advisor has
Iorganization with a focus on the quality of the advisor—including earned a spot on a ranking, he or she is eligible to pay a fee to
telephone and in-person meetings—in addition to its quantitative be placed in this directory; participation has no bearing on any
measures. SHOOK’s goal is to recognize advisors having the ranking. Congratulations to our advisors who are the role models of
biggest impact on their clients’ lives. the industry, and dedicated to the highest professional standards.
SHAUN COSBY S. WESLEY CARPENTER JOE DI VITO GARRY MICHAELIS
Merrill Lynch Wealth Management Merrill Lynch Wealth Management RBC Wealth Management - Private Wealth Raymond James Financial Services
(205)-326-9552 | Birmingham, AL (251)-990-2361 | Fairhope, AL (602)-381-5340 | Phoenix, AZ (602)-230-9545 | Phoenix, AZ
shaun_cosby@ml.com wesley_carpenter@ml.com joe.divito@rbc.com garry.michaelis@raymondjames.com
JACOB DUFFY JOSEPH SCHIRRIPA JAMES SCHNEIDERMAN SONNY KOTHARI
Baird UBS Financial Services Morgan Stanley Wealth Management Merrill Lynch Wealth Management
(480)-624-2381 | Scottsdale, AZ (310)-281-3810 | Beverly Hills, CA (310)-205-4701 | Beverly Hills, CA (714)-257-4447 | Brea, CA
jduffy@rwbaird.com joseph.schirripa@ubs.com james.m.schneiderman@morganstanley.com sonny_kothari@ml.com
SHAWN GRUVER JOHN HALPERIN EMILE ABINADER CRAIG MACOMBER
Wells Fargo Advisors UBS Financial Services Citi Personal Wealth Management Stratos Wealth Partners
(310)-725-2267 | El Segundo, CA (818)-377-8818 | Encino, CA (818)-831-5412 | Granada Hills, CA (949)-216-7827 | Irvine, CA
shawn.gruver@wellsfargoadvisors.com john.halperin@ubs.com emile.s.abinader@citi.com cmacomber@stratoswp.com

