ST. LOUIS – Feb. 26, 2021 For the third year in a row Mark Conrad, CPA, CFP®, has been named to the Forbes SHOOK annual Best-in-State Wealth Advisors rankings.
The fourth annual Best-in-State Wealth Advisors is one of the most popular advisor lists by SHOOK each year. The state ranking covers 5,224 of the best financial advisors in the nation.
Conrad has been named to the prestigious list the last three years while also being recognized on Forbes magazine’s list of “Top Millennial Advisors” for three consecutive years.
This year SHOOK Research, the firm responsible for researching, interviewing, and assigning a ranking to advisors who have been nominated for the ranking, stated their research process found the very best advisors are “laser focused on having a positive impact on their clients’ lives.”
“I am really thankful to my clients for their continued trust and advocacy,” said Conrad. “This recognition is a testament to everyone on our team. With our wide range of expertise and talent I am able to continually put the needs of our clients first.”
Each wealth advisor included on Forbes’ list was researched, interviewed and assigned a ranking within their respective states and markets. The selection and ranking process was done through SHOOK Research using an algorithm of both qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, assets under management and more.
Neither Forbes nor SHOOK Research receive a fee in exchange for rankings.
As a partner at Moneta, Conrad has successfully established himself as a trusted advisor throughout the United States for high net-worth individuals and families, entrepreneurs, and business owners.
Compardo, Wienstroer, Conrad & Janes’ deep bench of highly credentialed and diverse professionals allows us to provide a truly comprehensive and personalized client experience. We serve Family Office, Professional Athletes and Family CFO clients. You can visit our website here.
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