News & Insights

HighTower Increases its Share of Advisors on Forbes "America's Top Next-Generation Wealth Advisors" List

by HighTower on July 31, 2018

CHICAGO — July 30, 2018/PR Newswire/  Twelve HighTower advisors are included on the Forbes 2018 list of America’s Top Next-Generation Wealth Advisors, a ranking of the nation’s best financial advisors born in or after the year 1980:

  • Ray Baraldi of The Sarian Group at HighTower – Wayne, Pa.
  • Rick Blanke of HighTower Palm Desert – Palm Desert, Calif.
  • Jake Falcon of Falcon Wealth Advisors at HighTower – Mission Woods, Kan.
  • Alec Fisher of The Ezzell-Conklin Group at HighTower – Folsom, Calif.
  • JR Gondeck of The Lerner Group at HighTower – Deerfield, Ill.
  • Jessica Iorio of The Bapis Group at HighTower – New York, N.Y.
  • Michelle Kuzma Kempf of VWG Wealth Management at HighTower – Vienna, Va.
  • Vanessa Martinez of The Lerner Group at HighTower – Deerfield, Ill.
  • Alexandra Miele of The Andriole Group at HighTower – Madison, Conn.
  • Bob White of The Morse, Towey & White Group at HighTower – New York, N.Y.
  • Justin Winters of Treasury Partners at HighTower – New York, N.Y.
  • Lauren Pearson of HighTower Twickenham – Birmingham, Ala.

“HighTower’s constant presence on best-of industry lists illustrates the ability of our top-notch financial advisors, including those who are just starting out in their careers, to thrive in a competitive market,” said Elliot Weissbluth, CEO, HighTower. “We congratulate these elite young professionals on their achievements, and are honored to watch as their careers progress.”

The Forbes ranking of the Top Next-Gen Wealth Advisors includes 1,000 young advisors who collectively manage more than $900 billion in client assets. The list was developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors with a minimum of seven years of experience in the wealth management industry. The rankings were compiled though analysis of several key factors, including the experience levels, credentials, revenue produced, assets under management, compliance records and industry experience of more than 12,000 nominees. To view the full list, visit: https://www.forbes.com/top-next-gen-advisors/#4da63a896df0.

HighTower advisors also appear on Forbes’ list of America’s Top Women Advisors; Barron’s 2018 Top 1200 Advisors by State and Top 100 Financial Advisors lists; the Financial Times’ FT 300; and On Wall Street’s 40 Under 40 list.

About HighTower

HighTower is reshaping the financial services industry from the inside out. As one of the nation’s largest Registered Investment Advisors (RIAs) dedicated to providing advice, not selling a product, we are a relentless champion of the fiduciary standard. HighTower acquires independent RIAs and wirehouse teams, and also provides comprehensive services to independent financial advisory businesses. We believe that the wealth management industry can and should do a better job of serving the needs of individual investors and their financial advisors. We built HighTower upon a commitment to put our clients’ best interests first. For the 6th consecutive year, HighTower ranks on the Inc. 5000 list of the fastest-growing companies in America (2012 – 2017). For more information, see www.hightoweradvisors.com and www.byadvisorsforadvisors.com.

Katlynn Hildebrandt
JConnelly
973-850 -322
khildebrandt@jconnelly.com

# Alec Fisher Alexandra Miele America's Top Next-Generation Wealth Advisors Bob White Falcon Wealth Advisors Forbes Hightower HighTower Palm Desert HighTower Twickenham Jake Falcon Jessica Iorio JR Gondeck Justin Winters Lauren Pearson Michelle Kuzma Kempf next gen Ray Baraldi Rick Blanke SHOOK Research The Andriole Group The Bapis Group The Ezzell-Conklin Group The Lerner Group The Morse Towey and White Group The Sarian Group Treasury Partners Vanessa Martinez VWG Wealth Management

HighTower Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.