Forbes has announced its . Three Chattanooga, TN UBS Financial Advisors have made the listing of Forbes annual ranking of America’s Best-in-State Wealth Advisors for Tennessee. They include: Tom Eddy, CFP, Kevin King, CFP and Scott McDonald. In all, there were 465 UBS Advisors included in the total list of around 3,000 from all 50 states.
According to Forbes, top-performing advisors across the country are nominated by their firms and then researched, interviewed and assigned a ranking within their respective states by professional researchers with Forbes partner, SHOOK Research.
Each list is based on an algorithm of qualitative and quantitative criteria, including in-person or phone interviews, industry experience, community involvement, client retention data, and revenue trends.
“I am pleased that these three advisors have received this recognition,” said Jeff Cronan, branch manager of the Chattanooga Office at UBS Financial Services Inc. “This award is well deserved, and is a testament to their professionalism and dedication to the needs of their valued clients.”