Hall Financial Advisors Named to Forbes' Best-in-State Wealth Management Teams List
Published: January 15, 2024
We are excited to announce that Hall Financial Advisors (HFA) has secured a coveted spot on Forbes' prestigious list of Best-in-State Wealth Management Teams for 2024. This recognition, developed by SHOOK Research, is a testament to our team's dedication and the trust our clients place in us.
A Legacy of Excellence
Founded by Christopher Hall in 1999, HFA has evolved into a thriving financial advisory firm with a core focus on trust and client satisfaction. With over two decades of experience, our journey has been marked by milestones, and the recent Forbes accolade is particularly significant.
Forbes Recognition - A Second Consecutive Year
For the second year in a row, HFA has been acknowledged by Forbes as one of the Best-in-State Wealth Management Teams. This recognition is a reflection of the relationships and results we've built over the last 25 years.
Dedicated Team Behind the Success
The HFA team, including partners and senior financial advisors Brett Bronski, Robert Blasczyk, and Jeremiah Kuhn, along with 22 team members (comprising 9 advisors and 13 administrative support professionals), has played a pivotal role in achieving this milestone.
Forbes Methodology
Forbes uses a sophisticated algorithm that considers qualitative and quantitative criteria, including revenue trends, assets under management, compliance records, and industry experience. The evaluation period for this ranking spans from 3/31/2022 to 3/31/2023.
Joining Raymond James - A New Chapter
Having joined the Raymond James family in February 2021, HFA brings a collective 230 years of experience in the financial services industry. Our comprehensive services cover financial planning, retirement planning, equity investments, and estate and education planning for individuals and businesses alike.
Gratitude and Acknowledgments
Christopher Hall expresses his gratitude, stating, "To be recognized by Forbes for this award a second year in a row, as one of the top teams, is humbling and gratifying. This is a direct reflection of the work we put into the relationships and results we have built and delivered upon over the last 25 years."
Zane Eschbaugh, Financial Advisor, adds, "It is truly an honor for Hall Financial Advisors to be recognized among the top wealth management teams in West Virginia. This acknowledgment is a testament to the unwavering work ethic of each team member and the familial culture that we've cultivated over the last two decades."
Reflections from the Team
Receiving this award signifies the collective triumph of the relentless commitment and hard work put forth by our exceptional team at Hall Financial Advisors. Conor McCreary, another vital team member, emphasizes, "Being recognized at this level in the industry is not just a testament to our success; it's a proud acknowledgment that our shared goals and unwavering dedication are making a meaningful impact."
Your Trust, Our Commitment
Your trust and partnership mean the world to us. We are committed to continuing our legacy of excellence and providing you with the highest quality financial services.
For more information or to connect with one of the advisors at Hall Financial Advisors, please call toll-free: (866) 865-4442 or visit www.HallFA.com.
Forbes Best-In-State Wealth Management Teams 2024, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative criteria. This ranking is based on the period from 3/31/2022 to 3/31/2023 and was released on 01/12/2024. Raymond James is not affiliated with Forbes or SHOOK Research.
*About Forbes Top Wealth Management Teams Best-in-State
The 2024 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 3/31/2022 to 3/31/2023 and was released on 01/09/2024. 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 10,100 team nominations, 4,100 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/wealth-management-teams-best-in-state/ for more info.
About Raymond James
Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.21 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
© 2024 Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Hall Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
1 2024 Forbes America's Top Wealth Management Teams Best-in State The 2024 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 3/31/2022 to 3/31/2023 and was released on 01/09/2024. 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 10,100 team nominations, 4,100 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/wealth-management-teams-best-in-state/ for more info.