126 Certified Financial Planner™ Professionals Named In FT 400 Top Financial Advisors
Apr 22, 2015, 11:00 ET
WASHINGTON, April 22, 2015 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. is proud to announce that 126 CFP® professionals were named in the Financial Times Top 400 Advisors.
"Congratulations to the 126 Certified Financial Planner™ professionals named to the Financial Times Top 400 Financial Advisors of 2015," said CFP Board's Chief Executive Officer, Kevin R. Keller. "We're proud not only that so many CFP® professionals made the list, but also that CFP® certification was recognized as a criterion for a top financial advisor."
Financial Times generates this list based upon a combination of factors, while advisors were awarded bonus points for having earned a top industry certification, including CFP® certification. Financial Times noted that "Elite advisors must be part psychologist, part economist, part coach and part… translator."
"The Financial Times recognition of these experienced and dedicated CFP® professionals underlines the standards of excellence that more than 71,000 CFP® professionals maintain on a daily basis," he added.
Below is the list of the CFP® professionals chosen to be part of Financial Times' Top 400 Advisors. For the Financial Times' full list, visit http://www.ft.com/reports/top-financial-advisers.
Alabama
Steven M. Hudson, CFP®, Ameriprise Financial
Arizona
Ruth L. Transue, CFP®, Wells Fargo Advisors, LLC
California
Gustavo "Gary" Amaral, CFP®, Merrill Lynch – Private Banking & Investment Group
David L. Bahnsen, CFP®, Morgan Stanley Wealth Management
Mike Burbank, CFP®, Morgan Stanley Private Wealth Management
Lon E. Burford, CFP®, Royal Alliance
Horacio A. Choi, CFP®, Wells Fargo Advisors, LLC
Michael T. Genovese, CFP®, Royal Alliance
Lisa Hughes, CFP®, Merrill Lynch Wealth Management
Richard McWhorter, CFP®, Merrill Lynch – Private Banking & Investment Group
George Papadoyannis, CFP®, Ameriprise Financial
Laila Pence, CFP®, Pence Wealth Management
Monica Piepenkotter, CFP®, Merrill Lynch – Private Banking & Investment Group
Mark Schulten, CFP®, The Schulten Group of Wells Fargo Advisors, LLC
Lawrence Smith, CFP®, UBS Financial Services, Inc.
Colorado
Mark Schulten, CFP®, The Schulten Group of Wells Fargo Advisors, LLC
Lawrence Smith, CFP®,UBS Financial Services, Inc.
Connecticut
Joe M. Cox II, CFP®, Webster Wealth Advisors
Romaine A. Macomb, CFP®, Northstar Wealth Advisors
Abby Wolman McElroy, CFP®, RBC Wealth Management
Washington, D.C.
Patrick M. Adams, CFP®, UBS Financial Services, Inc.
Sheila S. Shaffer, CFP®, Janney Montgomery Scott LLC
Florida
David Fox, CFP® , Morgan Stanley Wealth Management
Neil A. Fox, CFP®, Morgan Stanley Wealth Management
Todd M. Hoffman, CFP®, Morgan Stanley Wealth Management
Tyson C. Lewis, CFP®, Wells Fargo Advisors, LLC
Richard S. Marcatos, CFP®, UBS Financial Services, Inc.
Todd A. Moll, CFP®, Provenance Wealth Advisors / Raymond James
John E. Thorsen III, CFP®, Thorsen-Clark-Tracey Wealth Management of Raymond James
Georgia
Erik Bjerke, CFP®, Merrill Lynch Wealth Management
Michael L. Hines, CFP®, Consolidated Planning Corporation / Raymond James
David F. Mack, CFP®, Merrill Lynch Wealth Management
Michael J. Merlin, CFP®, Morgan Stanley Wealth Management
Jeffrey S. Neumeyer, CFP®, Merrill Lynch Wealth Management
Vandyke G. Price, CFP®, UBS Private Wealth Management
Michael Wagner, CFP®, Morgan Stanley Wealth Management
Idaho
Dan Pinkerton, CFP®, Pinkerton Retirement Specialists, LLC
Illinois
Patrick Baldwin, CFP®, Merrill Lynch - Private Banking & Investment Group
Thomas M. Hickey, CFP®, Merrill Lynch Wealth Management
Brett D. White, CFP®, Ameriprise Financial
Indiana
Ronald G. Mencias, CFP®, Merrill Lynch Wealth Management
Eric Payne, CFP®, Merrill Lynch Wealth Management
Iowa
Jerry K. Ask, CFP®, Jerry K. Ask Investment Services / Raymond James
Kansas
Paul W. Ewing, CFP®, Prosperity Advisors
Louisiana
Chuck Morris, CFP®, Raymond James
Maryland
John K. Bacci, CFP®, Foundation Financial Advisors, Inc.
Paul M. Fox, CFP®, Morgan Stanley Wealth Management
R. Dale Horn, CFP®, UBS Financial Services Inc.
Gregory Hurlbrink, CFP®, Morgan Stanley Wealth Management
Andrew F. Meredith, CFP®, Merrill Lynch Wealth Management
Betsy Pakenas, CFP®, Morgan Stanley Wealth Management
E. Geoffrey Sella, CFP®, SPC Financial, Inc. / Raymond James
Nicholas J. Serenyi, CFP®, Morgan Stanley Wealth Management
Massachusetts
Frank A. Botta, CFP®, Morgan Stanley Wealth Management
Richard F. Connolly, Jr., CFP®, Morgan Stanley Private Wealth Management
Daniel N. Finn, CFP®, Morgan Stanley Wealth Management
Susan C. Kaplan, CFP®, Kaplan Financial Services, Inc.
Jeffrey S. Karelis, CFP®, KSP Financial Consultants
Richard R. Miller, CFP®, Ameriprise Financial
Edward S. Porter, CFP®, KSP Financial Consultants
Anthony R. Schena, CFP®, UBS Financial Services Inc.
Matthew J. Sliwa III, CFP®, KSP Financial Consultants
Daniel T. Wilson, CFP®, Ameriprise Financial
Michigan
David Lund, CFP®, Merrill Lynch Wealth Management
John P. MacDonald, CFP®, Merrill Lynch Wealth Management
Frank Migliazzo, CFP®, Merrill Lynch – Private Banking & Investment Group
Todd A. Sanford, CFP®, Sanford Financial Services / Raymond James
Charles C. Zhang, CFP®, Zhang Financial
Minnesota
Lisa Guzek Montagne, CFP®, LGM Wealth Management
Rhett P. Neuman, CFP®, RBC Wealth Management
Mississippi
Arthur Finkelberg, CFP®, Raymond James
Nebraska
Michael Robino, CFP®, Wells Fargo Advisors, LLC
New Jersey
Christopher M. Andreach, CFP®, RBC Wealth Management
Michael Bonevento, CFP®, Ameriprise Financial
John B. Burke, CFP®, Burke Financial Strategies / Raymond James
Marc Robert Coopersmith, CFP®, RBC Wealth Management
Mark Anthony Cortazzo, CFP®, MACRO Consulting Group
Mark D. Fendrick, CFP®, UBS Financial Services, Inc.
Elliott Kugel, CFP®, Merrill Lynch Wealth Management
Jack D. Oujo, CFP®, Jack Ouja CPA, Inc.
Paul J. Tully, CFP®, Eagle Wealth Strategies / Raymond James
New York
Seth A. Coren, CFP®, Morgan Stanley Private Wealth Management
Gerard Klingman, CFP®, Klingman & Associates / Raymond James
Ryan C. Lewis, CFP®, Morgan Stanley Wealth Management
Nannette Nocon, CFP®, Ameriprise Financial
Rocco Papandrea, CFP®, Merrill Lynch Wealth Management
Peter W. Rosenthal, CFP®, UBS Financial Services Inc.
Andrew G. Sukhin, CFP®, Morgan Stanley Wealth Management
Joel Talish, CFP®, Wells Fargo Advisors, LLC
North Carolina
Jeffrey A. Carbone, CFP®, Cornerstone Financial Partners, Inc.
Christopher W. Davis, CFP®, Wells Fargo Advisors, LLC
Manish Mehta, CFP®, UBS Financial Services Inc.
R. Mitchell Wickham, CFP®, Merrill Lynch – Private Banking & Investment Group
Ohio
Robert S. Keidan, CFP®, Royal Alliance
Kevin H. Myeroff, CFP®, Royal Alliance
Joseph A. Chornyak, Sr., CFP®, Chornyak & Associates, Ltd.
Oregon
Judith A. McGee, CFP®, McGee Wealth Management / Raymond James
Pennsylvania
Patricia C. Brennan, CFP®, Key Financial, Inc.
Robert I. Fragasso, CFP®, Fragasso Financial Advisors
Tennessee
Larry J. Carter, CFP®, Baird
Jeffrey T. Dobyns, CFP®, Southwestern Investment Group / Raymond James
Ward Mayer, CFP®, Raymond James
David A. Pickler, CFP®, Pickler Wealth Advisors
Texas
Richard W. Ashcroft, CFP®, Baird
Mark I. Bass, CFP®, Cetera Advisors
James L. Coffee, Jr, CFP®, Merrill Lynch Wealth Management
Frederick de Groot, CFP®, Merrill Lynch Wealth Management
Richard S. Friedman, CFP®, RBC Wealth Management
David S. Goldberg, CFP®, UBS Financial Services Inc.
John E. Landers, CFP®, UBS Financial Services Inc.
Daniel R. Nelson, CFP®, Merrill Lynch – Private Banking & Investment Group
Darrell R. Pennington, CFP®, Ameriprise Financial
Ralph J. Schroeder, CFP®, Ameriprise Financial
Deborah Stavis, CFP®, Stavis & Cohen Financial
Scott B. Tiras, CFP®, Ameriprise Financial
Donna R. Uliva, CFP®, Ameriprise Financial
Virginia
James T. Barnette, Jr. , CFP®, Raymond James
Kelly P. Campbell, CFP®, Campbell Wealth Management
Christopher A. Krell, CFP®, Royal Alliance
Larry Rosenthal, CFP®, Voya Financial Advisors
Washington
Terry L. Cook, CFP®, UBS Private Wealth Management
Randell S. Linde, CFP®, Ameriprise Financial
Wisconsin
Timothy M. Fries, CFP®, Fries Financial Group / Raymond James
John E. Larsen, CFP®, RBC Wealth Management
Michael E. Smith, CFP®, Ameriprise Financial
David J. Spano, CFP®, Annex Wealth Management, LLC
ABOUT CFP BOARD
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 71,000 individuals to use these marks in the U.S.
SOURCE Certified Financial Planner Board of Standards, Inc.