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 Kimberlee Bouska, Bert Browen, Brett Everhart and Michael Lipkins were recently named to Forbes’Best-In-State Wealth Advisors list. The Forbes’ list recognizes standout wealth advisors from national, regional and independent firms.
This year's Best-In-State Wealth Advisors list honors over 3,000 top advisors across the country who were nominated by their firms and assigned a ranking within their respective states. Kimberlee Bouska was recognized in the state of Oregon, Bert Browen was recognized in Idaho, and Brett Everhart and Michael Lipkins were recognized in California.
“We’re proud to have such a strong team of dedicated advisors who are passionate about guiding clients towards their financial goals,” Addison Avenue president and investment executive, Scott Jenner said. “At Addison Avenue, our advisors work tirelessly to develop individually tailored, comprehensive financial plans, with the goal of creating financial solutions and fostering long-term client relationships.”
Selections for the Best-In-State Wealth Advisors list were determined by SHOOK Research using an algorithm-based platform that analyzes qualitative and quantitative data to rate thousands of advisors across the nation. Each advisor was chosen based on factors including in-person interviews, industry experience, compliance records, and revenue and assets produced under management. Neither Forbes nor Shook receives a fee in exchange for rankings.