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Paul Tully named to Forbes 2020 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 2020 Top State by State Advisors' List. Our team at Eagle Wealth Strategies owes 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, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that 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 approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' 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. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.