Advice for what matters most, when you need it most Congratulations to Wright & Associates for being named to the Forbes “Best-in-State Wealth Management Teams” 2023 list, published on January 12, 2023. Rankings based on data as of March 31, 2022. Wright & Associates M. Felton Wright, CFP®, CPWA®, CPFA® Managing Director Wealth Management Advisor 850.599.8978 mfelton_wright@ml.com Merrill Lynch Wealth Management 1276 Metropolitan Boulevard Suite 201 Tallahassee, FL 32312 fa.ml.com/wrightrobinson Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022. Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch. com. SHOOK is a registered trademark of SHOOK Research, LLC. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., Member FDIC and a wholly owned subsidiary of BofA Corp. Investment products:
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The Bull Symbol and Merrill are registered trademarks of Bank of America Corporation. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org. © 2023 Bank of America Corporation. All rights reserved. MAP4960336 | AD-03-23-0065 | 472538PM-1022 | 03/2023
34 July–August 2022 TALLAHASSEEMAGA ZINE.COM