Forbes “Top Next Generation Wealth Advisors” List Recognizes Monument Wealth Management’s Senior Financial Planner, Jessica L. Gibbs, CFPⓇ.
Monument Wealth Management is excited to announce that Senior Financial Planner, Jessica L. Gibbs, CFPⓇ has been recognized in the Forbes 2017 ranking of the “Top Next Generation Wealth Advisors.”
Since Monument Wealth Management’s vision is to become an employee-owned firm which endures well beyond the legacy of the original co-founders, this is an incredible achievement that signifies the Team is well on its way to fulfilling the long-term goal.
Jessica Gibbs states that “It’s an honor to receive this esteemed national recognition.” In her video spotlight below, she tells of how she first got into the financial field, and explains:
Being a financial planner is honestly the most personally fulfilling career I could have asked for. I love being able to build strong relationships with our clients and am genuinely happy when I can help them figure out what their financial path forward looks like. And I couldn’t ask for a better place to be a financial planner than Monument.
According to Forbes, advisors were selected for the Top Next Generation Wealth Advisors list based on insights from SHOOK Research™, which compiles quantitative and qualitative data. Advisors must have a minimum of four years’ relevant experience, acceptable compliance records and had to be born after 1980 to qualify for the award. Ratings were based on, but not limited to client service models, investing process, business types, revenue produced, and assets under management.
Monument Wealth Management is dedicated to the highest standards when delivering investment services and this recognition is a testament to that effort.