NOTEWORTHY

Chevy Chase Trust Advisor Named to 2023 Top Women Wealth Advisors Best-In-State List

February 2, 2023

Congratulations to our Chevy Chase Trust advisor on being ranked on the Forbes 2023 Top Women Wealth Advisors Best-In-State List for the second year in a row. The ranking methodology included an examination of both qualitative and quantitative factors such as best practices, compliance records and service models as well as revenue and AUM.

Read more here: Forbes 2023 Top Women Wealth Advisors Best-in-State List

The 2023 Forbes Ranking Of America’s Top Women Wealth Advisors: Methodology »

 

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