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Eagle Wealth Strategies named to Forbes 2019 Best-In-State Wealth Advisors

Forbes 2019 Best-In-State Wealth Advisors

Paul J. Tully, CFP®, RICP® was one of two people affiliated with Raymond James in New Jersey to be announced in Forbes 2019 Top State by State Advisors' List. There were a total of 500 advisors named throughout the US and we are honored to be a part of this respected group. We owe any recognition that we get to the trust and loyalty of our clients who continue to place their confidence in us and help us qualify for consideration for these awards. We will continue to strive for the highest level of excellence in our industry and are committed to expertly serving our clientele as we help them achieve their financial goals.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.