PROVIDENCE – Forbes magazine recently released its nationwide list of “Best-In-State Next-Gen Advisors,” and five from Rhode Island were recognized.
The Ocean State wealth advisers included: Bill Whitfield and Nathan Hickney, both of Morgan Stanley Wealth Management in Providence; Ben Tuthill of Wells Fargo Advisors in Providence; Ashley Abbate Macksoud of Merrill Lynch Wealth Management in Providence; and Nick Loring of Loring Advisory Group in Smithfield.
Investing Wisely: Enhancing Efficiency & Value Through Sustainable Operations
Amgen is using its innovative capabilities to combat climate change and preserve natural resources through…
Learn More
The ranking recognized advisers born in 1980 or later with a minimum of four years of experience. Nationwide, 6,389 advisers were considered and 1,495, or 23% of candidates, were recognized.
The magazine sought to find out which advisers best represent the future of the wealth-management industry.
Forbes said advisers were rated based on a “proprietary algorithm” of qualitative and quantitative criteria that included in-person interviews, industry experience, compliance records, revenue produced and assets under management.
Massachusetts placed 67 wealth advisers on the list, but none were based in nearby Bristol County. As expected, a large majority of them were clustered in and around Boston.
Scott Blake is a PBN staff writer. Email him at Blake@PBN.com.
