Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. The Forbes "Best-in-State Wealth Advisors" ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including: assets under management and revenue generated for their firms. As a Certified Financial Planner™, Tim and his team take a planning-based approach to all of their client financial needs. Tim and his team specialize in helping employees and executives of publicly traded companies with the stock & stock option planning needs. While at Morgan Stanley, Tim was recognized annually with the Master's Club designation, was a charter member the Business Owners Executive Council and the Corporate Services Group. Tim started as a Financial Advisor in January of 1998 at Merrill Lynch and over the next 19 years spent time at UBS Financial Services and Morgan Stanley. Timothy Davis has been in the financial services industry for over 20 years. I can't thank my clients and my team for helping to make this possible." "My team and I have been working hard to ensure our clients can meet their financial goals, and I couldn't be happier to selected to the Forbes Best-in-State Wealth Advisor's list. "I'm excited and humbled to be featured in Forbes' Best in State Wealth Advisors list," added Tim Davis. "Tim consistently demonstrates what it means to be a leader in this industry through his dedication to client service, and we look forward to supporting his future success." "We are incredibly proud of Tim and his recognition as one of the top performing advisors in the state," said Jim Connors, Divisional President at Steward Partners. Out of the 2,000 advisors selected, only 135 were selected from Massachusetts. Out of nearly 25,000 nominations, this year's Best-In-State Wealth Advisors list spotlights 2,000 top-performing advisors across the country who were nominated by their firms-and then researched, interviewed and assigned a ranking within their respective states. (member FINRA/SIPC), today announced that Timothy Davis, CFP®, Managing Director and Partner in the firm's Boston office, has been recognized on the Forbes "Best-in-State Wealth Advisors" list, which honors top performing advisors in each state. 20, 2019 /PRNewswire/ - Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc.
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