Michelle Berry Named Among Top Women Advisors by Forbes

We are so honored to announce that Michelle has been named one of Forbes Top Women Wealth Advisors, Best-In-State!

To learn more about the Forbes award and see the full list of Best-in-State Wealth Advisors, please click here. 

This ranking is based upon the period from 02/04/23 to 09/30/23, and was released on 02/08/2024. The methodology used to determine Top Women Wealth Advisor’s award is outlined below.

Shook Research is an independent organization that evaluates and recognizes professionals in various industries, including wealth management. Shook Research uses a multi-step process for identifying and selecting candidates, considering various qualitative and quantitative factors. Individuals are considered based on nominations by their firms received by Shook Research.

Client Impact: Shook Research evaluates the quality of the client experience, taking into account factors such as client retention, the breadth of service provided, and community involvement.

Industry Experience: Shook Research considers the overall industry experience of the individual, experience with the firm, and professional designations.

Compliance Record: The evaluation includes a review of regulatory compliance records to ensure that the recognized individual has a clean disciplinary history.

There is no compensation exchanged in return for this recognition