Forbes Recognizes Two WMS Client Advisors as Best in Maryland
November 1, 2019 — Towson, MD — WMS Partners is pleased to announce that two of the firm’s client advisors—Martin Eby and Jeff Hill—were once again selected by Forbes magazine as among the best wealth advisors in Maryland, with Martin again securing the #1 ranking.
“We would like to congratulate Martin and 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 Martin and 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.