Jessica Wunder Ranked as a 2024 Best-in-State Wealth Advisor
Jessica Wunder, a McLean Principal, was recently named a 2024 Best-In-State Wealth Advisor by Forbes and Shook Research.
The ranking of Best-in-State Wealth Advisors is published annually and is based on an algorithm qualitative criteria learned through telephone, virtual, and in-person due diligence interviews and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records, and industry experience, and focuses on those that encompass best practices in their approach to working with clients.
All advisors have a minimum of seven years’ experience, with a minimum of one year at their current firm. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.
The algorithm is designed to fairly compare the business practices of a large group of advisors based on quantitative and qualitative elements. Data are weighted to ensure priorities are given to dynamics such as preferred “best practices," business models, recent business activity, etc. Each variable is graded and represents a certain value for each measured component. These data are fed into an algorithm that measures thousands of advisors against each other. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
The complete recipient list and additional information about the ranking methodology are available on the Forbes website.
Industry awards and rankings should not be considered the sole determining factor in hiring or retaining an investment adviser. For additional information regarding McLean awards and rankings, please visit https://www.mcleanam.com/disclosures. The effectiveness and potential success of wealth management services depend on a variety of factors, including but not limited to the client’s financial circumstances and objectives, market conditions, and coordination with the client’s outside professional(s). Past performance does not guarantee future results. All investing comes with risk, including the risk of loss.
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