Collierville, TN (January 21, 2020) — Pickler Wealth Advisors, an independent wealth advisory firm in Collierville, TN, today announces that its President, David A. Pickler, Esq., CFP®, ChFC®, CDFA®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. The list was published on Forbes.com, and a condensed listing will be available in the February issue of the magazine.
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, and is considered one of the leading estate planning advisors in the nation.
Wayne Bloom, CEO of Commonwealth Financial Network®, Pickler Wealth Advisors’ Registered Investment Adviser–broker/dealer, said, “Congratulations to David Pickler on this well-earned recognition by Forbes. David is committed to providing expert guidance and essential support to his clients, and we are proud to provide Pickler Wealth Advisors with the business solutions they need to power their practice.”
“Being recognized by Forbes as one of Tennessee’s leading independent advisors is truly an honor,” said Pickler. “Our firm’s success is due to our incredible clients and our hardworking team of financial and estate planning professionals. Pickler Wealth Advisors was founded on two principles: Client Service Excellence and Community Engagement. I believe that success is only achieved when we are viewed as significant in the lives of the clients and communities in which we serve — it’s about our family delivering solutions for your family.”
The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors* list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. The full methodology** that Forbes developed in partnership with SHOOK Research is available here.
*This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
**Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.