News

Hightower Recognizes Seven Next-Gen Advisors Honored on Forbes List

By Hightower Advisors / August 13, 2024

CHICAGO, August 13, 2024 – Seven Hightower advisors have been recognized on Forbes’ “2024 Top Next-Gen Wealth Advisors” list. This year’s list features 1,621 advisors in the U.S. who collectively manage nearly $2.8 trillion in assets. The advisors on the list are under the age of 40 and have a minimum of four years of experience.

Hightower’s next-gen advisors that are recognized by Forbes this year are:

Sarah Minakary, The Rand Group
Alexandra Miele, Hierax Wealth Partners
Scott Milford, Hierax Wealth Partners
Cory Bittner, Falcon Wealth Advisors
Brian Copeland, Hightower Wealth Advisors | St. Louis
Zach Ungerott, Hightower Wealth Advisors | St. Louis
Richard Lewis, The Nulman Group

“Congratulations to these outstanding advisors for this recognition,” said Bob Oros, Hightower Chairman and CEO. “Hightower is committed to supporting the development of next-generation talent to lead the industry in delivering comprehensive and holistic financial services for clients’ full financial well-being, what we call ‘well-th.’”

Hightower is dedicated to supporting next-generation leadership through its Hightower Center for Leadership, a rigorous two-year education and training certificate program for soon-to-be partners, lead advisors, relationship managers, operational professionals, business managers, and strategic decision-makers. Since its launch, 66 participants have graduated from the program, gaining tools to drive growth in their businesses and prepare for the future.

Advisors included on this list were vetted by both Forbes and SHOOK Research. SHOOK considered advisors born in 1985 or later with a minimum of four years as an advisor and used a ranking algorithm to measure qualitative data and conducted telephone and in-person interviews to measure best practices. SHOOK’s research and rankings are intended to help investors select the right financial advisor for their needs and are not indicative of past or future performance nor is it representative of the experience the advisors’ clients received. Neither Forbes nor SHOOK Research received compensation in exchange for placement on the ranking.

View the full list here: https://www.forbes.com/lists/best-in-state-next-gen-advisors/

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About Hightower:

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.

Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.

Media Contact:

Daniel Delson, Magnitude, Inc.
Daniel@magnitude-growth.com

Hightower Advisors is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

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