Raymond James Financial Services, Inc. and Addison Avenue Investment Services, the investment services division of First Tech Federal Credit Union, are pleased to announce that financial advisors Kasha McLemore and Michael McCreary were named to the 2019 Forbes list of America’s Best-in-State Next-Generation Wealth Advisors. The Forbes’ list includes 1,484 talented advisors who represent the future of the wealth management industry.
With more than 14 years of experience, McLemore’s approach to financial planning is based on long-term relationships. “When I help my clients, I know that I am not just assisting them with their current finances, I am helping them plan for a fulfilling future,” she said. “This takes time, and I am fully prepared to be there for the long haul.”
McCreary, who manages more than $100 million in client assets, specializes in investment management, and rollover services for 401(k) plans. He also helps employees navigate their stock plans and strategize how to build net worthwhile minimizing taxes. “I believe my role is to provide my clients with comprehensive financial advice in all aspects of their life,” said McCreary. “One of the most rewarding parts of my job is to see my clients achieve their goals.”
Both advisors belong to a team of more than 30 financial advisors who possess extensive experience serving a variety of clients who work in globally-renowned hi-tech industries.
“We are incredibly proud to congratulate these extremely talented financial advisors, who belong to a group that will ultimately play a part in the future of our industry,” Addison Avenue Investment Services
President and Investment Executive, Scott Jenner said. “We are fortunate to have their fresh ideas and perspectives, and remain committed to helping them continue to grow and learning best practices from them.”
The Forbes ranking of “America’s Top Next-Generation Wealth Advisors,” developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of four years of experience and weighing factors like telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, and firm nominations. It also weighs quantitative criteria, such as assets under management and revenue
generated for their firms. Investment performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor Shook receives a fee in exchange for rankings.*