As a college unit director, Covert will coach and lead a team of college financial representatives who are participating in the firm’s nationally top-rated internship program.
Honorees are nominated by their firms, and each advisor is thoroughly vetted, interviewed, and assigned a ranking by SHOOK Research. Forbes receives more than 30,000 applicants for this annual ranking, and only a small percentage are named among the best wealth advisors in their state
The prestigious list – comprised of high-performing financial services professionals – is based on a variety of factors including revenue produced, assets under management, compliance records and industry experience, among others.
As a College Unit Director, Thomas will coach and lead a team of college financial representatives who are participating in the firm’s nationally top-rated internship program and will continue to serve as a financial representative.
As a College Unit Director Jimerson will coach and lead a team of college financial representatives who are participating in the firm’s nationally top-rated internship program and will continue to serve as a Financial Advisor.
Pacesetter honors financial advisors who set 40 clients on the path to achieving financial security during their first six months in the business through the issuance of life, disability and long term care insurance policies.
Clemens will be part of a local network office that offers a wide array of products for life, disability income and long-term care insurance, annuities, and brokerage and advisory services.
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