After months of pouring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists.
In making our selections, we looked at multiple categories.
Among those are production,community involvement, an ability to connect with clients, a passion for working with seniors and an exemplary compliance and suitability record.
In the following pages, find out this year’s final five picks.
You’ll also learn about their journeys to the insurance and financial services world and how they grow their business.