News Release
126 Certified Financial Planner™ Professionals Named in FT 400 Top Financial Advisors
Certified Financial Planner Board of Standards, Inc. is proud to announce that 126 CFP® professionals were named in the Financial Times Top 400 Advisors.
“Congratulations to the 126 Certified Financial Planner™ professionals named to the Financial Times Top 400 Financial Advisors of 2015,” said CFP Board’s Chief Executive Officer, Kevin R. Keller. “We’re proud not only that so many CFP® professionals made the list, but also that CFP® certification was recognized as a criterion for a top financial advisor.”
Financial Times generates this list based upon a combination of factors, while advisors were awarded bonus points for having earned a top industry certification, including CFP® certification. Financial Times noted that “Elite advisors must be part psychologist, part economist, part coach and part… translator.”
“The Financial Times recognition of these experienced and dedicated CFP® professionals underlines the standards of excellence that more than 71,000 CFP® professionals maintain on a daily basis,” he added.
Below is the list of the CFP® professionals chosen to be part of Financial Times’ Top 400 Advisors. For the Financial Times’ full list, visit http://www.ft.com/reports/top-financial-advisers.
Alabama
Steven M. Hudson, CFP®, Ameriprise Financial
Arizona
Ruth L. Transue, CFP®, Wells Fargo Advisors, LLC
California
Gustavo “Gary” Amaral, CFP®, Merrill Lynch – Private Banking & Investment Group
David L. Bahnsen, CFP®, Morgan Stanley Wealth Management
Mike Burbank, CFP®, Morgan Stanley Private Wealth Management
Lon E. Burford, CFP®, Royal Alliance
Horacio A. Choi, CFP®, Wells Fargo Advisors, LLC
Michael T. Genovese, CFP®, Royal Alliance
Lisa Hughes, CFP®, Merrill Lynch Wealth Management
Richard McWhorter, CFP®, Merrill Lynch – Private Banking & Investment Group
George Papadoyannis, CFP®, Ameriprise Financial
Laila Pence, CFP®, Pence Wealth Management
Monica Piepenkotter, CFP®, Merrill Lynch – Private Banking & Investment Group
Mark Schulten, CFP®, The Schulten Group of Wells Fargo Advisors, LLC
Lawrence Smith, CFP®, UBS Financial Services, Inc.
Colorado
Mark Schulten, CFP®, The Schulten Group of Wells Fargo Advisors, LLC
Lawrence Smith, CFP®,UBS Financial Services, Inc.
Connecticut
Joe M. Cox II, CFP®, Webster Wealth Advisors
Romaine A. Macomb, CFP®, Northstar Wealth Advisors
Abby Wolman McElroy, CFP®, RBC Wealth Management
Washington, D.C.
Patrick M. Adams, CFP®, UBS Financial Services, Inc.
Sheila S. Shaffer, CFP®, Janney Montgomery Scott LLC
Florida
David Fox, CFP®, Morgan Stanley Wealth Management
Neil A. Fox, CFP®, Morgan Stanley Wealth Management
Todd M. Hoffman, CFP®, Morgan Stanley Wealth Management
Tyson C. Lewis, CFP®, Wells Fargo Advisors, LLC
Richard S. Marcatos, CFP®, UBS Financial Services, Inc.
Todd A. Moll, CFP®, Provenance Wealth Advisors / Raymond James
John E. Thorsen III, CFP®, Thorsen-Clark-Tracey Wealth Management of Raymond James
Georgia
Erik Bjerke, CFP®, Merrill Lynch Wealth Management
Michael L. Hines, CFP®, Consolidated Planning Corporation / Raymond James
David F. Mack, CFP®, Merrill Lynch Wealth Management
Michael J. Merlin, CFP®, Morgan Stanley Wealth Management
Jeffrey S. Neumeyer, CFP®, Merrill Lynch Wealth Management
Vandyke G. Price, CFP®, UBS Private Wealth Management
Michael Wagner, CFP®, Morgan Stanley Wealth Management
Idaho
Dan Pinkerton, CFP®, Pinkerton Retirement Specialists, LLC
Illinois
Patrick Baldwin, CFP®, Merrill Lynch - Private Banking & Investment Group
Thomas M. Hickey, CFP®, Merrill Lynch Wealth Management
Brett D. White, CFP®, Ameriprise Financial
Indiana
Ronald G. Mencias, CFP®, Merrill Lynch Wealth Management
Eric Payne, CFP®, Merrill Lynch Wealth Management
Iowa
Jerry K. Ask, CFP®, Jerry K. Ask Investment Services / Raymond James
Kansas
Paul W. Ewing, CFP®, Prosperity Advisors
Louisiana
Chuck Morris, CFP®, Raymond James
Maryland
John K. Bacci, CFP®, Foundation Financial Advisors, Inc.
Paul M. Fox, CFP®, Morgan Stanley Wealth Management
R. Dale Horn, CFP®, UBS Financial Services Inc.
Gregory Hurlbrink, CFP®, Morgan Stanley Wealth Management
Andrew F. Meredith, CFP®, Merrill Lynch Wealth Management
Betsy Pakenas, CFP®, Morgan Stanley Wealth Management
E. Geoffrey Sella, CFP®, SPC Financial, Inc. / Raymond James
Nicholas J. Serenyi, CFP®, Morgan Stanley Wealth Management
Massachusetts
Frank A. Botta, CFP®, Morgan Stanley Wealth Management
Richard F. Connolly, Jr., CFP®, Morgan Stanley Private Wealth Management
Daniel N. Finn, CFP®, Morgan Stanley Wealth Management
Susan C. Kaplan, CFP®, Kaplan Financial Services, Inc.
Jeffrey S. Karelis, CFP®, KSP Financial Consultants
Richard R. Miller, CFP®, Ameriprise Financial
Edward S. Porter, CFP®, KSP Financial Consultants
Anthony R. Schena, CFP®, UBS Financial Services Inc.
Matthew J. Sliwa III, CFP®, KSP Financial Consultants
Daniel T. Wilson, CFP®, Ameriprise Financial
Michigan
David Lund, CFP®, Merrill Lynch Wealth Management
John P. MacDonald, CFP®, Merrill Lynch Wealth Management
Frank Migliazzo, CFP®, Merrill Lynch – Private Banking & Investment Group
Todd A. Sanford, CFP®, Sanford Financial Services / Raymond James
Charles C. Zhang, CFP®, Zhang Financial
Minnesota
Lisa Guzek Montagne, CFP®, LGM Wealth Management
Rhett P. Neuman, CFP®, RBC Wealth Management
Mississippi
Arthur Finkelberg, CFP®, Raymond James
Nebraska
Michael Robino, CFP®, Wells Fargo Advisors, LLC
New Jersey
Christopher M. Andreach, CFP®, RBC Wealth Management
Michael Bonevento, CFP®, Ameriprise Financial
John B. Burke, CFP®, Burke Financial Strategies / Raymond James
Marc Robert Coopersmith, CFP®, RBC Wealth Management
Mark Anthony Cortazzo, CFP®, MACRO Consulting Group
Mark D. Fendrick, CFP®, UBS Financial Services, Inc.
Elliott Kugel, CFP®, Merrill Lynch Wealth Management
Jack D. Oujo, CFP®, Jack Ouja CPA, Inc.
Paul J. Tully, CFP®, Eagle Wealth Strategies / Raymond James
New York
Seth A. Coren, CFP®, Morgan Stanley Private Wealth Management
Gerard Klingman, CFP®, Klingman & Associates / Raymond James
Ryan C. Lewis, CFP®, Morgan Stanley Wealth Management
Nannette Nocon, CFP®, Ameriprise Financial
Rocco Papandrea, CFP®, Merrill Lynch Wealth Management
Peter W. Rosenthal, CFP®, UBS Financial Services Inc.
Andrew G. Sukhin, CFP®, Morgan Stanley Wealth Management
Joel Talish, CFP®, Wells Fargo Advisors, LLC
North Carolina
Jeffrey A. Carbone, CFP®, Cornerstone Financial Partners, Inc.
Christopher W. Davis, CFP®, Wells Fargo Advisors, LLC
Manish Mehta, CFP®, UBS Financial Services Inc.
R. Mitchell Wickham, CFP®, Merrill Lynch – Private Banking & Investment Group
Ohio
Robert S. Keidan, CFP®, Royal Alliance
Kevin H. Myeroff, CFP®, Royal Alliance
Joseph A. Chornyak, Sr., CFP®, Chornyak & Associates, Ltd.
Oregon
Judith A. McGee, CFP®, McGee Wealth Management / Raymond James
Pennsylvania
Patricia C. Brennan, CFP®, Key Financial, Inc.
Robert I. Fragasso, CFP®, Fragasso Financial Advisors
Tennessee
Larry J. Carter, CFP®, Baird
Jeffrey T. Dobyns, CFP®, Southwestern Investment Group / Raymond James
Ward Mayer, CFP®, Raymond James
David A. Pickler, CFP®, Pickler Wealth Advisors
Texas
Richard W. Ashcroft, CFP®, Baird
Mark I. Bass, CFP®, Cetera Advisors
James L. Coffee, Jr, CFP®, Merrill Lynch Wealth Management
Frederick de Groot, CFP®, Merrill Lynch Wealth Management
Richard S. Friedman, CFP®, RBC Wealth Management
David S. Goldberg, CFP®, UBS Financial Services Inc.
John E. Landers, CFP®, UBS Financial Services Inc.
Daniel R. Nelson, CFP®, Merrill Lynch – Private Banking & Investment Group
Darrell R. Pennington, CFP®, Ameriprise Financial
Ralph J. Schroeder, CFP®, Ameriprise Financial
Deborah Stavis, CFP®, Stavis & Cohen Financial
Scott B. Tiras, CFP®, Ameriprise Financial
Donna R. Uliva, CFP®, Ameriprise Financial
Virginia
James T. Barnette, Jr., CFP®, Raymond James
Kelly P. Campbell, CFP®, Campbell Wealth Management
Christopher A. Krell, CFP®, Royal Alliance
Larry Rosenthal, CFP®, Voya Financial Advisors
Washington
Terry L. Cook, CFP®, UBS Private Wealth Management
Randell S. Linde, CFP®, Ameriprise Financial
Wisconsin