Forbes names Heather Locus as a Best-In-State Wealth Advisor

May 20, 2019

BDF’s Heather Locus has been named to Forbes magazines list of Best-in-State Wealth Advisors. The Forbes ranking of Best-In-State Wealth Advisors, 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. 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 those that encompass best practices in their practices and approach to working with clients.

Shook research looks for the very best advisors that are laser-focused on having a positive impact on their clients’ lives and helping them enjoy a full life.