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Achievers & Accolades

Area Advisers Named Best-In-State By Forbes

By Christina Haley O'Neal, posted May 25, 2021
Forbes magazine has named several Wilmington advisers to its 2021 Best-In-State Wealth Advisors list, which spotlights more than 5,000 advisors.

"Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management," states the Forbes website about the methodology.

The Wilmington-area advisers named to the east North Carolina list are:
  • Brad Hudson, of Sound Harbor Wealth Partners/Raymond James, made No. 29 on the list.
  • Jason Wheeler, of Pathfinder Wealth Consulting, made No. 62 on the list.
  • R, Sheldon Scherer, of Merrill Lynch Wealth Management, made No. 73 on the list.
  • Aaron Talley, of Wells Fargo Advisors, made No. 75 on the list.

 
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