Forbes – 2023 Forbes America's Top Wealth Managment Teams Best-in-State 1
Hall Financial Advisors Named to Forbes' Best-in-State Wealth Management Teams
Published: February 20, 2023
Christopher Hall, Senior Financial Advisor with Raymond James and Founding Partner & CEO of Hall Financial Advisors, located at 1101 Rosemar Road, Parkersburg, WV, was among the Raymond James-affiliated advisors named to the Forbes list of Best-in-State Wealth Management Teams*. The list, which recognizes top-performing teams was released online on January 12, 2023. Also recognized as members of the HFA team were, Partners of Hall Financial Advisors and Raymond James Senior Financial Advisors, Brett Bronski, Robert Blasczyk and Jeremiah Kuhn.
Christopher Hall began his career in the financial services sector more than two decades ago as an independent advisor, achieving milestone after milestone along the way to establishing the business that would become Hall Financial Advisors. Since his start in 1999, the clients have evolved, and a team has emerged. Hall has received a number of professional accolades over the years but attributes the practice’s more recent accomplishments to the team he’s assembled.
When ask what it is about the culture of Hall Financial Advisors that lead to this achievement, Chris offered this perspective,
“While every business is unique, there are some things that I would attribute to our success that we specifically decided to focus on. The first is putting the team above all. And when we put the team first that translates into terrific client experiences. What we strive for is to make sure the client has an absolutely flawless experience with our team and that we all carry the same passion and vision for what we think that client experience should be like. The team award is extremely competitive. So, for us to be near the top of that list – on such a prestigious list provided by Forbes, makes me very, very proud of our entire team.”
The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.
Rob Blasczyk, had this to add in closing when asked about what this award means to the clients they serve,
“The significance of receiving this acknowledgement is just knowing that we can provide quality service that’s recognized nationally... at a local level with a solid team and people that we really care about... and clients that have been loyal to us over the last 20 years.”
Blasczyk joined Hall Financial Advisors in 2011, was named partner in 2018 and has more than 13 years of experience in the financial services industry.
Chris Hall and the team that make up Hall Financial Advisors, joined Raymond James in February 2021, with more than 230 years of combined team years of experience in the financial services industry. Hall Financial Advisors seeks to build life-long investment relationships on a foundation of trust and client satisfaction. The services they offer include financial planning; retirement planning; equity investments, estate and education planning for individuals as well as area businesses.
To reach one of the advisors at Hall Financial Advisors, please call the office Toll-free: (866) 865-4442.
1 The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/list-directory/#470ac626b274 for more info.