Jessica Wunder Ranked as a Top Woman Wealth Advisor in Virginia
Jessica Wunder, a McLean Principal, was recently ranked on the 2024 Top Woman Wealth Advisor Best-In-State in Virginia list. The annual list was published by Forbes and Shook Research.
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models, and compliance records as well as quantitative data, such as revenue trends and assets under management.
All advisors have a minimum of seven years’ experience. 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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