We are thrilled to share with you some exciting news that serves as a testament to the exceptional leadership and unwavering dedication David has committed Adams Wealth Partners to as the Founder and CEO. David, has been named to the Barron's Top 1200 US Financial Advisors list for 2024, marking his second consecutive year of receiving this prestigious accolade. This recognition highlights his commitment to excellence in the financial advisory industry. Join us in congratulating him on this achievement, which not only honors his individual contributions but also elevates our collective success as a team. Together, we look forward to continuing to deliver the unparalleled service and expertise that you have come to expect from us – inspired by David's leadership.
Join us in congratulating David!
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Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023 and was released on 03/11/2024. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.
Strategic Advisor at Brown Advisory
3moCongratulations to my fellow SAs Elizabeth (Lizzie) Verney Vannote and Paul Snyder! Love working with and learning from you both!