We are thrilled to announce Elizabeth Evans has been recognized on Forbes 2024 Top Next-Gen Wealth Advisors list, ranked #1 in Indiana and #28 in the USA! Rankings were based on SHOOK Research:
- 24,832 invited to complete online survey
- 21,368 telephone interviews
- 5,176 in-person interviews at advisors’ locations
- 1,545 web-based interviews
- 4,081 individuals considered for our Next-Gen ranking
With the average age of financial advisors being over 56, clients value Lizzie’s continuity in working with families for multiple generations. Apart from Lizzie, only 30% of financial advisors are under the age of 40.
As always, thank you to our clients for your continued support and loyalty.
Top Next-Gen Wealth Advisors, created by Forbes/SHOOK Research. Presented in August 2024 based on data gathered as of 3/31/24. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
