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David Pickler of Pickler Wealth Advisors Honored in Forbes' Best-In-State Wealth Advisors for Fifth Consecutive Year



Pickler Wealth Advisors, a provider of financial services in Collierville, TN, proudly announces that David Pickler has been named to Forbes' list of Best-In-State Wealth Advisors for 2025. The list is published on forbes.com. This marks the fifth consecutive year that Pickler has received this prestigious honor, reflecting his ongoing commitment to excellence and client service in the wealth management industry.

 

According to Forbes, a leading financial publication, the very best advisors are laser focused on making a difference in their clients' lives; they want to add meaning and help them live better lives. The Forbes ranking of Best-In-State Wealth Advisors is 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.

 

“To be named once again by Forbes as one of the Best-In-State Wealth Advisors for 2025 is both a tremendous honor and a reflection of the unwavering dedication of our entire team,” said David Pickler. “This continued recognition reinforces our mission to provide trusted, personalized financial guidance. We remain committed to helping our clients pursue their dreams with clarity and confidence.”

 

David began his career in the investment business over 40 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 CERTIFIED PRIVATE WEALTH ADVISOR®, a Chartered Financial Consultant (ChFC®), and a Certified Divorce Financial Analyst® practitioner. Due to his combination of specialties, he has built a large and successful estate planning business.


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.


2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47

 

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901.316.0160   |   1135 Halle Park Circle   |   Collierville, TN   |   38017

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