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 2024. The list is published on forbes.com.
According to Forbes, a leading financial publication, the best advisors are laser focused on making a difference in their clients' lives and they want to add meaning and help them live better 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.
“Being recognized by Forbes as one of the Best-In-State Wealth Advisors for 2024 is a testament to the dedication and commitment to excellence that defines Pickler Wealth Advisors,” said David Pickler. “We are honored to serve our community, and grateful for the trust our clients place in us. This recognition inspires us to continue delivering personalized financial solutions that empower our clients to achieve their goals and secure their financial future.”
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.
About Pickler Wealth Advisors
Pickler Wealth Advisors (PWA) has been providing individuals and organizations with financial guidance since 2005. Located at 1135 Halle Park Circle, Collierville, TN 38017, the advisors of PWA pride themselves on crafting unique strategies for each client. For more information, please visit www.picklerwealthadvisors.com. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.
2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more information.