We are pleased to announce Compardo, Wienstroer, Conrad & Janes Partners Diane Compardo and Mark Conrad were named Best-in-State Wealth Advisor: MO by Forbes Magazine.
CWCJ Managing Partner Diane Compardo was named #4 in Missouri by the and the only women advisor in the top five. This marks the third consecutive year for Compardo on the Forbes list. Partner Mark Conrad was ranked #34 and this year marks the second consecutive year for Conrad.
In 2020, Forbes’ Best-In-State Wealth Advisors list recognized more than 4,000 of the top advisors throughout the country. Each wealth advisor spotlighted by Forbes was nominated, researched, interviewed and assigned a ranking within their respective states and markets. The selection and ranking process used both qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, assets under management and more.
“Both Mark and I are honored to be named among Missouri’s top advisors,” says Compardo. “Our focus as a team is to provide comprehensive, independent advice that simplifies the complexities of wealth. It’s rewarding to see that focus and dedication recognized by the financial media.”