![]() Please visit for more info.Ĭheck the background of Paramount Wealth on FINRA’s BrokerCheck. Raymond James is not affiliated with Forbes or Shook Research, LLC. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of approximately 39,007 nominations, 7,321 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. This ranking is based upon the period from to and was released on. † The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.Ĭertified Financial Planner Board of Standards Inc. manager M, but the wealth change VMt is for the shareholder S. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Merrill Lynch Wealth Management Share Clientele 3,241 Client Households 12m Typical Net Worth 8m Typical Account Size 99 Retention Rate 4.5m Account Minimum Data As Of Sep 30, 2022. Learning means, specifically, that the managers of merging companies ex. Links are being provided for information purposes only. Paramount Wealth Management is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. © 2022 Raymond James Financial Services, Inc., member FINRA/ SIPC | Privacy policy | Legal Disclosure ![]() Contact our office for information and availability. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. ![]() Please note that not all of the investments and services mentioned are available in every state. Therefore, a response to a request for information may be delayed. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Life is more fun when we’re doing something meaningful.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. They want to have mastery, autonomy and purpose. “People do not want to feel micromanaged. Scannell said team members are given autonomy. We want people who really want to improve themselves as people.” Everybody has to find their ‘why,’ what they wake up for in the morning and get excited about. We want people who are willing to step outside their comfort zones on a regular basis to achieve something other than ordinary.” ![]() Scannell continued: “If you want comfort, growth is not in your future. “Everyone would say they want something better, but not everyone is willing to do what it takes to get better.” We have people on the team who want something better,” Scannell said. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. “He is a star and he’s helped us build a culture that is attracting other top leadership people.” Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC. Scannell said his firm added a chief operating officer from outside the financial industry. Managing growth is another challenge both industry leaders spoke about. That is what we are up against,” Scannell said. ![]() They have multiple full-time chefs and they have a bowling alley. We are competing with Amazon, Microsoft MSFT, Starbucks SBUX and Costco for talent,” said Scannell, who is located in Mercer Island, Wash. ![]()
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