Chevy Chase Trust Advisor on Forbes 2024 Top Women Wealth Advisors Best-In-State List
Forbes announced the 2024 Top Women Wealth Advisors Best-In-State and a Chevy Chase Trust advisor has made the list for the second year in a row.
The ranking methodology for 2024’s Top Women Wealth Advisors Best-In-State developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, including service models, investing models and compliance records as well as quantitative data, such as revenue and AUM.
Read more here: Forbes 2024 Top Women Wealth Advisors Best-in-State List
Source: Forbes.com, awarded February 2024. Data compiled by Shook Research, LLC based on time period from 9/30/22 – 9/30/23. Chevy Chase Trust paid no application fee to participate.
