Valerie Leonard of Grinkmeyer Leonard Financial Honored in Forbes’ Top 1,000 Next Generation Wealth Advisors List
BIRMINGHAM, Ala. (PRWEB) August 01, 2018 -- Grinkmeyer Leonard Financial, a financial advisory firm in Birmingham, today announces that its Co-founder, Valerie Leonard, AIF®, CPFA, has been named to the Forbes’ Top 1,000 Next Generation Wealth Advisors list for 2018. The list was published on Forbes.com.
Valerie's mission is to help people be the best they can be by making the most of their financial resources and time. Her commitment as a leader in the financial industry and retirement community has spanned nearly fifteen years and has earned her numerous recognitions throughout the United States. She specializes in 401(k) consulting for companies and in managing investment portfolios for and offering financial advice to high net worth individuals.
Wayne Bloom, CEO of Commonwealth Financial Network®, Grinkmeyer Leonard Financial’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Valerie on being recognized by Forbes. This vibrant advisor brings new ideas and fresh perspectives to the industry and represents the next generation of independent advice for investors. We are proud to see her recognized, feel fortunate to have Grinkmeyer Leonard Financial as part of the Commonwealth community, and remain committed to serving this growing practice with the intuitive, integrated technology, tools, and resources that drive productivity and keep their business client forward.”
Valerie issued a statement saying, “I’m blessed to have a platform to affect enduring change in the lives of so many people and I’m dedicated to being a positive thought-leader and dynamic influence in the financial services industry.”
The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors (1) recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. For the full methodology (2) that Forbes developed in partnership with SHOOK Research, please visit: http://www.forbes.com.
About Grinkmeyer Leonard Financial
Grinkmeyer Leonard Financial has been providing individuals and organizations with financial guidance since 2007. Located at 1950 Stonegate Drive, Suite 275, Birmingham, AL 35242, and via phone at (205) 970.9088, the firm prides itself on crafting unique strategies for each client. For more information, please visit http://www.grinkmeyerleonard.com.
Jessica Dolly, Grinkmeyer Leonard Financial, http://www.grinkmeyerleonard.com, +1 2059016205, [email protected]
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