Towne Wealth Management
Congratulations – 2023 Forbes Best-In-State Wealth Management Team
The Towne Wealth Management team – Dan Kita, Melissa Fletcher, Pat Faulkner, Dan Carlile, Barbara Spady, Chad Kozoyed (l. to r.) at top on stairs – Vickie Garner and Leslie Conway.
Pat Faulkner, Senior Managing Partner, EVP, Towne Wealth Management and Financial Advisor, RJFS, and Dan Carlile CFP®, CPWA®, RICP®, Managing Partner, Towne Wealth Management and Financial Advisor, RJFS have been named on the 2023 edition of the Forbes list of Best-In-State Wealth Management Team.
Together, as part of the eight-person team of professionals at Towne Wealth Management in Williamsburg, they professionally serve the wealth management needs of high-net-worth families, business owners, and families with multi-generational wealth. They deliver comprehensive and customized financial solutions that are hand-crafted to a client’s specific goals and needs.
This year’s Top Wealth Management Teams list spotlights 100 top-performing teams in the high-net-worth category across the country who were nominated by their firms, and then researched, interviewed, and assigned a ranking by SHOOK Research.
About Forbes Top Wealth Management Teams
The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.