Home Business Forbes names Trevor Wilde among top advisors in Arizona

Forbes names Trevor Wilde among top advisors in Arizona

by The 100 Companies

Wilde Wealth Management Group Chief Executive Officer Trevor Wilde, MBA, AIF® has been named to the Forbes’ 2021 Best-In-State Wealth Advisors list. In total, 99 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 2 overall advisor statewide.

Forbes’ ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and more.

– The Arizona 100 reports

You may also like

Leave a Comment

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More

The Arizona 100