glass buildings

Our Team Members' Recognitions, Designations, and Distinctions

Forbes Top Next-Generation Wealth Advisors – 2018 and 2019

Premier Advisor – Every year since 2018

Private Investment Management (PIM) Portfolio Manager

https://www.bosinvest.com/wp-content/uploads/2019/10/Forbes-Next-Gen-Best-in-State.png

*The Forbes Top Next-Gen Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

The Private Investment Management (PIM) Program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Premier Advisor – Every year since 2019

CERTIFIED FINANCIAL PLANNER™ professional – Earned in 2011

Private Investment Management (PIM) Portfolio Manager

The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on eithe rof the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

The Private Investment Management (PIM) Program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Forbes Best-in-State Wealth Advisors – 2018, 2019, 2020 and 2021

Premier Advisor – Every year since 2004

CERTIFIED FINANCIAL PLANNER™ professional – Earned in 1988

Private Investment Management (PIM) Portfolio Manager

https://carverfinancialservices.com/v2/wp-content/uploads/2020/01/Forbes-Best-in-State-2020.jpg

The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

The Private Investment management (PIM) Program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Premier Advisor – Every year since 2011

CERTIFIED FINANCIAL PLANNER™ professional – Earned in 2011

Private Investment Management (PIM) Portfolio Manager

The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients..

The Private Investment Management (PIM) Program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Premier Client Associate – Every year since 2011

The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Premier Client Associate – Every year since 2014

The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.