Daniel Nigro

Forbes "Best-in-State Wealth Advisors" - Jan 2020 Named to the Forbes "Best-in-State Wealth Advisors” list in 2020.**Source: The Forbes "Best-in-State Wealth Advisors” list, January 16, 2020. Data provided by SHOOKPTMP Research, LLC. Data as of June 30, 2019. The Forbes "Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience… Show more Named to the Forbes "Best-in-State Wealth Advisors” list in 2020.**Source: The Forbes "Best-in-State Wealth Advisors” list, January 16, 2020. Data provided by SHOOKPTMP Research, LLC. Data as of June 30, 2019. The Forbes "Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. For more information: 32Twww.SHOOKresearch.com32T. Show less

Forbes "Best-in-State Wealth Advisors" - Jan 2019 *Source: Forbes "Best-in-State Wealth Advisors" list, February 2019. The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Forbes is a trademark of Forbes Media LLC. All rights… Show more *Source: Forbes "Best-in-State Wealth Advisors" list, February 2019. The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. Show less

Forbes "Best-in-State Wealth Advisors" list in 2018 - Feb 2018 Named to Forbes "Best-in-State Wealth Advisors" list in 2018.* *Source: Forbes "Best-in-State Wealth Advisors” by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Rankings are based on the opinions of… Show more Named to Forbes "Best-in-State Wealth Advisors" list in 2018.* *Source: Forbes "Best-in-State Wealth Advisors” by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. For more information, visit https://www.forbes.com/top-next-gen-advisors/#c7072b16df01. Forbes is a trademark of Forbes Media LLC. All rights reserved. Show less

On Wall Street's "Top 40 Under 40" - Jan 2018 Named to On Wall Street's "Top 40 Advisors Under 40" in 2018* *Source: In January 2018, On Wall Street published online its "Top 40 Advisors Under 40" list, compiled using data solicited from the advisors' employers. Individual trailing 12- month production for each advisor was the primary ranking criteria. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be… Show more Named to On Wall Street's "Top 40 Advisors Under 40" in 2018* *Source: In January 2018, On Wall Street published online its "Top 40 Advisors Under 40" list, compiled using data solicited from the advisors' employers. Individual trailing 12- month production for each advisor was the primary ranking criteria. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. For more information, visit https://onwallstreet.financial-planning.com/top-40-under-40. All rights reserved. Show less