News

Corning Credit Union Wealth Strategies is pleased to announce that financial advisor Amy Snyder was recently named to the Top Next-Gen Wealth Advisors list by Forbes.

According to Forbes, the 2018 Top Next-Generation Wealth Advisors list includes 1,000 young, talented advisors who represent the future of the wealth management industry.  Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research.  Selections for the list are based on a variety of criteria including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.  Snyder was listed as number 457 on the list.

"This is a tremendous honor for Amy and we couldn't be more proud of her," said Nick LaPuma, President of Wealth Management at Corning Credit Union Wealth Strategies.  "She provides exceptional service to each and every one of her members and it's wonderful to see her receive this recognition."

Forbes list of "America's Top Next-Generation Wealth Advisors/Top Millennial Advisors 2018." Data provided by SHOOK ^TM  Research, LLC. Data as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum of four years of relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.  This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 5,832 advisors considered, 1,000 made the final list in 2018.

For more information see SHOOKresearch.com. This ranking is not indicative of advisor's future performance, is not an endorsement and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

¹Minimum account sizes are general since it can vary depending on a range of circumstances.  ² Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors.  ³ Minimum account sizes are general since it can vary depending on a range of circumstances.

About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,000 independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,700 financial advisors serving approximately 3 million client accounts in more than 3,000 locations throughout the United States, Canada and overseas. Total client assets are approximately $750 billion.