Becky Loyd-Frazier, CFP®, CLU®, ChFC®

Forbes "Best-in-State Wealth Advisors" - Apr 2024 *Source: The Forbes "Best-in-State Wealth Advisors" list, published annually Jan - April. Rankings based on data as of June 30 of prior year.Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment… Show more *Source: The Forbes "Best-in-State Wealth Advisors" list, published annually Jan - April. Rankings based on data as of June 30 of prior year.Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes "America's Top Women Wealth Advisors Best-in-State" - Feb 2024 Named to the Forbes "Top Women Wealth Advisors Best-in-State" list in 2022, 2023, and 2024Published annually in February. Rankings based on data as of Sept 30 of prior year.Forbes "Top Women Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management… Show more Named to the Forbes "Top Women Wealth Advisors Best-in-State" list in 2022, 2023, and 2024Published annually in February. Rankings based on data as of Sept 30 of prior year.Forbes "Top Women Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes "America"s Top Women Wealth Advisors" - Mar 2021 *Source: The Forbes "America's Top Wealth Advisors" list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.Forbes "America's Top Women Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue… Show more *Source: The Forbes "America's Top Wealth Advisors" list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.Forbes "America's Top Women Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes "America's Top Women Wealth Advisors" - Feb 2018 *Source: The Forbes "America's Top Women Wealth Advisors" list, published on February 15, 2018. Rankings based on data as of Sept 30, 2017.2018 Forbes "America's Top Women Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment… Show more *Source: The Forbes "America's Top Women Wealth Advisors" list, published on February 15, 2018. Rankings based on data as of Sept 30, 2017.2018 Forbes "America's Top Women Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes Top Women's Advisor - Feb 2017 *Source: The Forbes "America's Top Women Wealth Advisors" list, published on February 28, 2017. Rankings based on data as of June 30, 20162017 Forbes "America's Top Women Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment… Show more *Source: The Forbes "America's Top Women Wealth Advisors" list, published on February 28, 2017. Rankings based on data as of June 30, 20162017 Forbes "America's Top Women Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less