Updated: Apr 14
Pickler Wealth Advisors, a provider of financial services in Collierville, TN, announces that David Pickler has been named to Forbe’s list of Best-In-State Wealth Advisors for 2023. The list is published on forbes.com.
According to Forbes, a leading financial publication, the ranking reflects advisors who have a track record of success over time and who want to make a positive impact on their clients’ lives. List makers are determined based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
“I am pleased to have been named to this prestigious list—a recognition that, to us, speaks to our firm’s commitment to client service excellence,” said David Pickler. “I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their customized financial goals.”
David began his career in the investment business over 30 years ago. He graduated Magna Cum Laude from Arkansas State University with a Bachelor of Science in Business Management degree in 1980 and from Cecil C. Humphreys School of Law, University of Memphis, with Juris Doctor Degree in 1985. He was admitted to the Tennessee Bar in 1986 and maintains an active practice emphasizing Tax and Estate Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant (ChFC®), holds the Certified Divorce Financial Analyst (CDFA®) designation, is a Certified Plan Fiduciary Advisor (CPFA), and is considered one of the leading estate planning advisors in the nation.
2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
The full methodology that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.