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. A licensing fee was paid for use of the Forbes award logo. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.
