Preserving and transferring generational wealth is a complicated equation, but luckily, we’re good with numbers and here to help. You can build confidence in the longevity of your legacy by understanding the financial, legal, and tax implications of your generational wealth strategy and having a trusted partner to help you create a comprehensive plan. Learn what you need to consider and how we can help with our latest video.
Suite 600, Franklin, TN 37067
Contact our support team
Call our support team
Check the background of this firm on FINRA’s Broker Check
Riskalyze is an independent third party service provider and is not affiliated with Raymond James. eMoney is an independent organization and is not affiliated with Raymond James.
The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on inperson and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors’ location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, 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. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an
advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/top-wealth-advisors/?sh=4281b4c61c7c for more info.
*Forbes Best-in-State 2022 Methodology: https://www.forbes.com/sites/rjshook/2022/04/07/methodology-forbes-best-in-state-wealth-advisors-2022/?sh=19b3e6237fee
Forbes Best-in-State 2021 Methodology: https://www.forbes.com/sites/rjshook/2021/02/11/forbes-best-in-state-wealth-advisors-methodology-2021/?sh=4f642acb6d22
Tommy Doerfler, 2020, The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit https://www.forbes.com/top-next-gen-advisors for more info.
**Raymond James Leader’s Council, Tommy Doerfler, (2014-2023): Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
***Above and Beyond Award, Tommy Doerfler, 2017: This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with SageSpring Wealth Partners.
©Lighthouse Wealth Group. Lighthouse Wealth Group, and SageSpring Wealth Partners are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice. Investment advisory services offered through SageSpring Wealth Partners.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Links are being provided for information purposes only. Raymond James is not affiliated and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.