Heather Locus named one of Forbes Best-In-State Wealth Advisors

March 5, 2018

Congratulations to Heather Locus for making Forbes’ “Best-In-State Wealth Advisors” list.  This year’s Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.  Each state’s list—determined by SHOOK Research—is based on an algorithm of qualitative and quantitative criteria, including, in-person interviews, industry experience, community involvement, client retention data and revenue trends.