CORAL GABLES, Fla.,
Sept. 19, 2018 /PRNewswire/ --
Peter Bermont, a Managing Director
with Raymond James & Associates, Inc., member New York Stock
Exchange/SIPC, was among the Raymond James-affiliated advisors
named to the Forbes list of America's Top Wealth Advisors. The
list, which recognizes advisors from national, regional and
independent firms, was released online September 12, 2018.
The 2018 Top Wealth Advisors list includes 250 star advisors who
manage over $733 billion in client
assets. Each advisor was nominated by their respective firm, then
vetted and ranked by SHOOK Research.
Bermont, whose office is located at 2333 Ponce De Leon Boulevard
in Coral Gables, currently manages
more than 1.7 billion in client assets and specializes in wealth
management for high net worth individuals, companies,
not-for-profit corporations and endowments.
The Forbes ranking of America's Top Wealth Advisors, developed
by SHOOK Research, is based on an algorithm of qualitative and
quantitative data, rating thousands of wealth advisors with a
minimum of seven years of experience. Ranking algorithm is based on
quality of practice, including: telephone and in-person interviews;
client retention; industry experience; review of compliance
records; firm nominations; and quantitative criteria, including
assets under management and revenue generated for their firms.
Investment performance is not a criteria because client objectives
and risk tolerances vary, and advisors rarely have audited
performance reports. Rankings are based on the opinions of SHOOK
Research, LLC, which does not receive compensation from the
advisors or their firms in exchange for placement on the ranking.
Research summary (as of September
2018): 25,732 advisor nominations were received, based on
thresholds. 9,596 advisors were invited to complete the online
survey. 7,174 advisors were interviewed by telephone. 1,503
advisors were interviewed in-person at the advisor's location.
Final list of the top 250 advisors was then compiled based upon the
quantitative criteria. 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. Neither Raymond
James nor any of its financial advisors or RIA firms pay a fee in
exchange for this award/rating.
About Raymond James & Associates
Raymond James
& Associates, Inc., member New York Stock Exchange/SIPC, which
has built a national reputation for more than 50 years as a leader
in financial planning for individuals, corporations and
municipalities, is a wholly owned subsidiary of Raymond James
Financial, Inc. (NYSE: RJF), a leading diversified financial
services company with approximately 7,700 financial advisors in
3,000 locations throughout the United
States, Canada and
overseas. Total client assets are $754
billion. Additional information is available at
raymondjames.com.
About Forbes Ranking of America's Top Wealth
Advisors
Source: Forbes.com (Sept.
2018). America's Top Wealth Advisors ranking was developed
by Shook Research and is based on in-person and telephone due
diligence meetings and a ranking algorithm that includes: client
retention; industry experience; review of compliance records; firm
notifications; and quantitative criteria, including: assets under
management and revenue generated for their firms. Investment
performance is not a criterion because client objectives and risk
tolerances vary, and advisors rarely have audited performance
reports. Rankings are based on the opinions of SHOOK Research, LLC,
and not indicative of future performance or representative of any
one client's experience. Neither Forbes nor SHOOK receives a fee in
exchange for rankings. For more information: SHOOKresearch.com.
Media Contact: Jesus Cruz,
305-460-2713
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SOURCE Raymond James & Associates, Inc.