Rod Westmoreland (Rod)

Forbes "America's Top Wealth Advisors" - Aug 2022 Named to the 2022 Forbes "America's Top Wealth Advisors" listPublished on August 24, 2022. Rankings based on data as of March 31, 2022.**Source: The Forbes "America's Top Wealth Advisors" list, published on August 24, 2022. Rankings based on data as of March 31, 2022.Data provided by SHOOK® Research, LLC. America's Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that… Show more Named to the 2022 Forbes "America's Top Wealth Advisors" listPublished on August 24, 2022. Rankings based on data as of March 31, 2022.**Source: The Forbes "America's Top Wealth Advisors" list, published on August 24, 2022. Rankings based on data as of March 31, 2022.Data provided by SHOOK® Research, LLC. America's Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, 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 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. 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. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Barron's "Top 100 Private Wealth Management Teams" - Apr 2022 Named to the 2022 Barron's "Top 100 Private Wealth Management Teams" list as a member of the Westmoreland Group team Published on April 15, 2022. Rankings based on data as of December 31, 2021.**Source: The Barron's "Top 100 Private Wealth Management Teams" list, published on April 15, 2022. Rankings based on data as of December 31, 2021. The Barron's "Top 100 Private Wealth Management Teams" list is a ranking of wealth management teams that specialize in serving… Show more Named to the 2022 Barron's "Top 100 Private Wealth Management Teams" list as a member of the Westmoreland Group team Published on April 15, 2022. Rankings based on data as of December 31, 2021.**Source: The Barron's "Top 100 Private Wealth Management Teams" list, published on April 15, 2022. Rankings based on data as of December 31, 2021. The Barron's "Top 100 Private Wealth Management Teams" list is a ranking of wealth management teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The Barron's "Top 100 Private Wealth Management Teams" ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron's 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. Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron's 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. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Show less

Barron's "Top 100 Financial Advisors" - Apr 2022 Named to the 2022 Barron's "Top 100 Financial Advisors" list Published on April 15, 2022. Rankings based on data as of December 31, 2021.**Source: The Barron's "Top 100 Financial Advisors" list, published on April 15, 2022. Rankings based on data as of December 31, 2021.The Barron's "Top 100 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative… Show more Named to the 2022 Barron's "Top 100 Financial Advisors" list Published on April 15, 2022. Rankings based on data as of December 31, 2021.**Source: The Barron's "Top 100 Financial Advisors" list, published on April 15, 2022. Rankings based on data as of December 31, 2021.The Barron's "Top 100 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron's 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. Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron's 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. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Show less

Forbes "Best-in-State Wealth Advisors" - Apr 2022 Named to the 2022 Forbes "Best-in-State Wealth Advisors" list Published on April 7, 2022. Rankings based on data as of June 30, 2021.**Source: The Forbes "Best-in-State Wealth Advisors" list, published on April 7, 2022. Rankings based on data as of June 30, 2021.Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best… Show more Named to the 2022 Forbes "Best-in-State Wealth Advisors" list Published on April 7, 2022. Rankings based on data as of June 30, 2021.**Source: The Forbes "Best-in-State Wealth Advisors" list, published on April 7, 2022. Rankings based on data as of June 30, 2021.Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: 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. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Barron's "Top 1,200 Financial Advisors" - Mar 2022 Named to the 2022 Barron's "Top 1,200 Financial Advisors" list Published on March 11, 2022. Rankings based on data as of September 30, 2021.**Source: The Barron's "Top 1,200 Financial Advisors" list, published on March 11, 2022. Rankings based on data as of September 30, 2021.The Barron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year… Show more Named to the 2022 Barron's "Top 1,200 Financial Advisors" list Published on March 11, 2022. Rankings based on data as of September 30, 2021.**Source: The Barron's "Top 1,200 Financial Advisors" list, published on March 11, 2022. Rankings based on data as of September 30, 2021.The Barron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron's 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. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Show less