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Jeff Hill Named Forbes Best-In-State Wealth Advisor 2021

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WMS Partners is pleased to announce that one of the firm’s advisors— Jeff Hill—was once again selected by Forbes magazine as among the best wealth advisors in Maryland.

“We would like to congratulate Jeff for this outstanding accolade,” says Todd Wickwire, Chief Executive Officer of WMS.  “We utilize a team-based approach to helping the families we serve, so having nationally recognized advisors like Jeff is a reflection on our entire team.  We are proud of our colleagues and thankful to our clients and business partners for their continued trust and support.”

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria gathered through telephone and in-person due diligence interviews, as well as quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors such as revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

See the full article here.