Pickler Wealth Advisors, an independent wealth advisory firm in Collierville, TN, announces that David Pickler has been named to Forbes Best-In-State Wealth Advisors list for 2022. The list is published on www.forbes.com.
“I am pleased to have been named to this prestigious list once again—a recognition that, to me and my team, speaks to our firm’s commitment to client service excellence,” said 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 unique financial goals.”
The 2022 ranking of the Forbes’ Best–in–State Wealth Advisors list, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. 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.
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.
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The full methodology that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.
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.