Whitlock Wealth Recognized as a Best-in-State Wealth Management Team by Forbes

Google+ Pinterest LinkedIn Tumblr +

Provided by Whitlock Wealth Management

Whitlock Wealth, a private wealth advisory practice with Ameriprise Financial in Lake Ridge, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. Whitlock Wealth was chosen based on assets under management, industry experience, compliance record and best practices in their practice and approach to working with clients.

Whitlock Wealth is led by Bennett C. Whitlock III, CRPC®. The team also includes financial advisors David Weinstein, Amante DeCastro, Sung Lee, David Harrell, Shawn-Thomas Franklin, Brian Shanley, Jason Partyka, Eric Olsen, and support staff Gayle Whitlock, Jason Woodall, Jeanne Turley, Stephanie Martin, Olivia Blackman, and Taylor Briscoe. They have collectively served the Lake Ridge, Manassas, and Bethesda communities since 1994.

Whitlock Wealth provides financial advice that is anchored in a solid understanding of client needs and expectations, provided in one-on-one relationships with their clients. For more information, please contact their office at 703.492.7732, email them at whitlockwealth@ampf.com, visit the Ameriprise office at 12848 Harbor Drive, Suite 101, Lake Ridge, VA 22192, or their website at whitlockwealth.com.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs. For more information, visit ameriprise.com.

Visit forbes.com for additional information about Forbes.

1Company founded June 29, 1894.

Source: Forbes, “Forbes Best-in-State Wealth Management Teams,” Jan. 9, 2024.

The 2024 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Share.

Comments are closed.