Award Disclosures
Third-party rankings and recognitions listed below are based on criteria determined by the awarding organizations and may not reflect the experience of any individual client. All rankings are not indicative of future investment performance and should not be construed as endorsements of the advisor.
No compensation was paid by the advisor or Keating Financial Advisory Services, Inc. (“KFAS”) for consideration of these awards; however, the advisor and/or KFAS may pay fees for licensing or use of certain rankings in marketing materials.
Working Mother Magazine – Top Wealth Advisor Moms
2019 Award
Working Mother Magazine’s Top Wealth Advisor Moms (2019), developed by SHOOK Research, LLC, is a third-party rating based on qualitative and quantitative criteria including interviews, service models, client retention, industry experience, assets under management, and revenue. Investment performance is not a criterion. Data is as of March 31, 2019.
The award is limited to eligible advisors (mothers with children under age 21 living at home) from a broader population and is not based on a survey of all advisors. This award is not indicative of future performance, is not an endorsement, and may not represent the experience of any individual client.
2020 Award
Working Mother Magazine’s Top Wealth Advisor Moms (2020), developed by SHOOK Research, LLC, is a third-party rating based on qualitative and quantitative criteria including interviews, service models, client retention, industry experience, assets under management, and revenue. Investment performance is not a criterion. Data is as of March 31, 2020.
The award is limited to eligible advisors (mothers with children under age 21 living at home) from a broader population and is not based on a survey of all advisors. This award is not indicative of future performance, is not an endorsement, and may not represent the experience of any individual client.
Raymond James Recognitions (Affiliated Awards)
2021 – Woman of Distinction Award
The Raymond James Woman of Distinction Award (2021) is an internal recognition based on qualitative criteria including leadership, mentorship, and contributions to the firm or community. Investment performance is not a criterion.
This recognition is limited to advisors affiliated with Raymond James and is not based on a survey of all advisors. Because this recognition is issued by an affiliated entity, a conflict of interest exists. This recognition is not indicative of future performance, is not an endorsement, and may not represent the experience of any individual client.
2023 – Executive Council
Raymond James Executive Council (2023) is an internal recognition based primarily on assets under management, production, credentials, and tenure, with annual requalification required.
This recognition is limited to advisors affiliated with Raymond James and is not based on a survey of all advisors. Because this recognition is issued by an affiliated entity, a conflict of interest exists. This recognition is not indicative of future performance, is not an endorsement, and may not represent the experience of any individual client.
Forbes – Top Women Wealth Advisors Best-In-State
2023 Award
The Forbes Top Women Wealth Advisors Best-In-State (2023), developed by SHOOK Research, LLC, is a third-party rating based on qualitative and quantitative criteria including interviews, industry experience, assets under management, revenue trends, and compliance records. Investment performance is not a criterion.
The ranking is based on data from February 4, 2022 to September 30, 2022 and was published February 1, 2023. This ranking is not indicative of future performance, is not an endorsement, and may not represent the experience of any individual client. Raymond James is not affiliated with Forbes or SHOOK Research.
2024 Award
The Forbes Top Women Wealth Advisors Best-In-State (2024), developed by SHOOK Research, LLC, is a third-party rating based on qualitative and quantitative criteria including interviews, industry experience, assets under management, revenue trends, and compliance records. Investment performance is not a criterion.
The ranking is based on data from September 30, 2022 to September 30, 2023 and was published February 8, 2024. This ranking is not indicative of future performance, is not an endorsement, and may not represent the experience of any individual client. Raymond James is not affiliated with Forbes or SHOOK Research.
2025 Award
The Forbes Top Women Wealth Advisors Best-In-State (2025), developed by SHOOK Research, LLC, is a third-party rating based on qualitative and quantitative criteria including interviews, industry experience, assets under management, revenue trends, and compliance records. Investment performance is not a criterion.
The ranking is based on data from September 30, 2023 to September 30, 2024 and was published February 11, 2025. This ranking is not indicative of future performance, is not an endorsement, and may not represent the experience of any individual client. Raymond James is not affiliated with Forbes or SHOOK Research.
2026 Award
The Forbes Top Women Wealth Advisors Best-In-State (2026), developed by SHOOK Research, LLC, is a third-party rating based on qualitative and quantitative criteria including industry experience, assets under management, revenue trends, and compliance records. Investment performance is not a criterion.
The award is based on data as of June 2025 and was announced in 2026. This ranking is not indicative of future performance, is not an endorsement, and may not represent the experience of any individual client.
Forbes – Best-In-State Wealth Advisors
2025 Award
The Forbes Best-In-State Wealth Advisors (2025), developed by SHOOK Research, LLC, is a third-party rating based on qualitative and quantitative criteria including interviews, industry experience, assets under management, revenue trends, and compliance records. Investment performance is not a criterion.
The ranking is based on data from June 30, 2023 to June 30, 2024 and was published April 8, 2025. This ranking is not indicative of future performance, is not an endorsement, and may not represent the experience of any individual client. Raymond James is not affiliated with Forbes or SHOOK Research.