Monument Wealth Management’s Jessica L. Gibbs, CFP® is Named on Forbes 2019 Next-Gen Best-In-State Wealth Advisors List!
Our Team is proud to announce our Director of Private Wealth Design, Jessica L. Gibbs, CFP® has been chosen as one of Forbes’ Best-In-State Next-Gen Wealth Advisors for 2019. The list recognizes the top wealth advisors in each state representing the future of wealth management. To guide the selection process, interviewers kept the following questions in mind:
“Is this someone that can offer impact? Would we recommend them to a friend or family member?”
Over 29,300 nominations were submitted for Next-Gen Wealth Advisor rankings; of these nominations, just 1,485 advisors were chosen to be featured on the Next-Gen Best-In-State Wealth Advisors List. The advisors on the list are selected by SHOOK Research based on an algorithm of quantitative and qualitative criteria, which include:
- In-person interviews
- Industry experience
- Compliance records
- Revenue produced
- Assets under management
Here at Monument, we believe in being different. We provide opportunities for people to use what they have to get where they most want to go- and tap not just their potential for wealth, but their potential for living. We are not just skilled advisors, but keen thinkers and creative problem solvers. Our most valuable assets are our people, and we are reminded of this every time a team member is recognized for the exceptional value they provide.
“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,” says Director of Private Wealth Design, Jessica L. Gibbs, CFP®.
Forbes started Next-Gen rankings in 2017 as a way to recognize advisors they believe represent the future of the industry. Forbes states on their website, “Our rankings represent the true role models of the industry. They set the standards, and because these advisors are dedicated to always keeping their edge, they raise the bar.” We couldn’t agree more. Congratulations, Jessica!
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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Wealth Management), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
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