Forbes Names Erin Hay, CFA, Nate Tonsager, CIPM, and Jessica Gibbs, CFP® Among the many High Subsequent-Gen Wealth Advisors in Virginia

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Monument Wealth Administration is happy to announce that three of our wealth advisors, Nate Tonsager, CIPM, Jessica Gibbs, CFP®, and Erin Hay, CFA, have been awarded by Forbes as High Subsequent-Gen Wealth Advisors Greatest-In-State!

In response to Forbes, “Robo-Advisors and synthetic intelligence will not be the most important risk to the wealth administration enterprise however getting old advisors with insufficient succession plans could very nicely be.” Actually, J.D. Energy discovered that the typical age of a monetary advisor is 56 years previous, with 20% of the workforce planning to retire throughout the subsequent 5 years. Because of this wealth advisors should prioritize succession planning to serve one of the best pursuits of their shoppers.

In August 2023, Forbes acknowledged 1464 advisors underneath forty years previous that stand out within the business. Nate was listed seventeenth in Virginia with Jessica ranked 18th. That is the second Forbes recognition this yr for Jessica after showing on the Forbes Greatest-In-State Girls Advisors 2023 listing in March. Erin was ranked twenty fourth within the state.

You’ll be able to view the complete listing of Forbes’ High Subsequent-Gen Wealth Advisors Greatest in State, right here.

The Methodology:

Formulating the listing of essentially the most impactful next-generation advisors comes from each quantitative and qualitative elements by Forbes and SHOOK Analysis. The qualitative knowledge was performed by interviewing, surveying, and calling 1000’s of particular person advisors throughout the nation. Quantitative knowledge from an algorithm studied the size of expertise within the business, the portfolio of property managed, and developments in progress and income. Portfolio efficiency shouldn’t be a criterion because of various consumer aims and lack of audited knowledge.

SHOOK units thresholds to make sure it receives solely the best high quality – they’re not searching for a whole lot of 1000’s of nominations. As such, the analysis consisted of:

  • 42,108 nominations acquired, primarily based on excessive thresholds and {qualifications}
  • 22,874 invited to finish on-line survey
  • 17,996 phone interviews
  • 3,859 in-person interviews at advisors’ places
  • 1,487 web-based interviews
  • 3,738 people thought of for our Subsequent-Gen rating

For the entire particulars on the methodology utilized by SHOOK Analysis, click on right here.

Past the Rankings

It’s an incredible honor to be acknowledged by Forbes however on the finish of the day, it’s our shoppers’ opinions that imply essentially the most. Try our Google Opinions to see what our shoppers should say about us, in their very own phrases. Serving to high-performing enterprise house owners and executives untap their potential for wealth is what we do, and their success is what issues most to us.

Wish to sustain with our Subsequent-Gen leaders? Yow will discover Jessica, Nate, and Erin on LinkedIn.

*Please see necessary rating disclosure info right here.

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