{"id":1601,"date":"2024-04-15T09:30:37","date_gmt":"2024-04-15T09:30:37","guid":{"rendered":"https:\/\/christian.mywebpreview.co.uk\/scottsdalenewsite\/?p=1601"},"modified":"2024-09-05T12:17:12","modified_gmt":"2024-09-05T12:17:12","slug":"forbes-names-scottsdale-investment-advisor-named-among-top-in-arizona","status":"publish","type":"post","link":"https:\/\/christian.mywebpreview.co.uk\/scottsdalenewsite\/blog\/post\/forbes-names-scottsdale-investment-advisor-named-among-top-in-arizona\/","title":{"rendered":"Forbes Names Scottsdale Investment Advisor Named Among Top in Arizona"},"content":{"rendered":"<p><i><span style=\"font-weight: 400;\">Forbes<\/span><\/i><span style=\"font-weight: 400;\"> has named Chief Executive Officer and Investment Advisor Representative Trevor Wilde, MBA, AIF, of <\/span><a href=\"https:\/\/www.wildewealth.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Wilde Wealth Management Group<\/span><\/a><span style=\"font-weight: 400;\">, to its 2024 Best-In-State Wealth Advisors list. Wilde Wealth Management is an award-winning independent financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal, and tax planning services. Only 175 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 2 overall advisor statewide. This is his fourth year in a row earning the No. 2 overall ranking.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">According to <\/span><i><span style=\"font-weight: 400;\">Forbes<\/span><\/i><span style=\"font-weight: 400;\">, this ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual, and in-person due diligence interviews and quantitative data. Those advisors that are considered have a minimum of seven years\u2019 experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither <\/span><i><span style=\"font-weight: 400;\">Forbes<\/span><\/i><span style=\"font-weight: 400;\"> nor SHOOK receives a fee in exchange for rankings.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The honor comes on the heels of Wilde being named to Barron\u2019s top 1,200 advisors nationwide in recent weeks, coming in at No. 2 overall in Arizona. It was Wilde\u2019s 16thconsecutive year being honored. Beyond the honors, in the past few years alone, Wilde has experienced unprecedented growth, adding offices across Arizona while expanding into San Luis Obispo, Calif., and South Florida, and launching Wilde Wealth Insurance. The new in-house firm, which is located at Wilde\u2019s Scottsdale headquarters, offers corporate and individual insurance services, business insurance\u2014including general liability, property, workers&#8217; compensation, and more\u2014life and disability insurance, long-term care insurance, and homeowners and renter\u2019s insurance.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/christian.mywebpreview.co.uk\/scottsdalenewsite\/wp-content\/uploads\/2024\/08\/Forbes-Names-Scottsdale-Investment-Advisor-Named-Among-Top-in-Arizona-img1.jpg\" alt=\"\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Forbes has named Chief Executive Officer and Investment Advisor Representative Trevor Wilde, MBA, AIF, of Wilde Wealth Management Group, to its 2024 Best-In-State Wealth Advisors list. Wilde Wealth Management is&hellip;<\/p>\n","protected":false},"author":4,"featured_media":1913,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"0","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[]","_tribe_ticket_has_attendee_info_fields":false,"footnotes":""},"categories":[23],"tags":[470,469,467,466,468],"post-category":[347,289,138],"class_list":["post-1601","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","tag-financial","tag-investments","tag-trevor-wilde","tag-wealth-management","tag-wilde-wealth-management-group","post-category-business-finance","post-category-local-news","post-category-people"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Forbes Names Scottsdale Investment Advisor Named Among Top in Arizona - Scottsdale.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/christian.mywebpreview.co.uk\/scottsdalenewsite\/blog\/post\/forbes-names-scottsdale-investment-advisor-named-among-top-in-arizona\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Forbes Names Scottsdale Investment Advisor Named Among Top in Arizona - Scottsdale.com\" \/>\n<meta property=\"og:description\" content=\"Forbes has named Chief Executive Officer and Investment Advisor Representative Trevor Wilde, MBA, AIF, of Wilde Wealth Management Group, to its 2024 Best-In-State Wealth Advisors list. 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