Fast 50 Award
2021 Tampa Bay Business Journal Fast 50 Award – Nominations are done by the companies’ accounting firm, public relations firm or self-nomination. Nominated businesses were then asked to submit their financial data to an outside accounting firm that audits the results. Winners are determined based on the percentage of growth from 2018 to 2020. Time period upon which the rating is based is from 05/01/2018 to 05/01/2021, and was released on 06/14/2021. Additional criteria is further used, including being privately held, for profit, in business prior to January 1st 2018, and revenue of at least $1M for 2018 OR $5M for 2020. All winners must be from one of the following counties: Hernando, Hillsborough, Manatee, Pasco, Pinellas, Polk or Sarasota. Investor experience and/or returns were not considered for this selection. 50 companies were selected out of approximately 150 applications for 2021.This recognition may not be representative of any client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with Tampa Bay Business Journal.
Forbes Best-In-State Wealth Advisors (2024)
The Forbes Top Wealth Advisors Best-In-State 2024 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 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 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 42,108 nominations, roughly 8,500 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/best-in-state-wealth-advisors for more info.
Barron’s Top 1,200 Financial Advisors (2024)
Barron’s Top 1,200 Financial Advisors 2024, is based on the period from 09/30/2022 – 09/30/2023 and was released on 03/11/2024. 6,595 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/43cttvL.
Seminole 100, 2023
Candidate alumni are screened from companies (corporations, partnerships, sole proprietorships) that have been in business as of January 1, 2020 and meet specific FSU alumni criteria in regards to ownership, C-Suite executive team, or senior management team. Revenue based quantitative criteria is used for further screening in addition to meeting certain minimum revenue requirements to be eligible. Investor experience/returns were not considered as part of this list selection. 100 individuals were ultimately selected for the Seminole 100 out of 140 applicants in 2022. This ranking is based upon the calendar year period of 2019 to 2021 and was released 02/25/2023. This recognition may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with FSU or The Torch: College of Education Magazine.
Raymond James Chairmans Council
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 an advisor’s future performance. No fee is paid in exchange for this award/rating.