FAIRFIELD, N.J., April 24,
2024 /PRNewswire/ -- Forbes has recognized
seven Bleakley Financial Group advisors among the
Best-In-State Wealth Advisors according to its annual list that
spotlights top advisors across the country. Andy Schwartz, Scott
Schwartz, Jack Cooney,
Michael Axelrod, Frank Lepore, Ricky
Wright, and Lyle Weintraub
have all been recognized based on several key factors including
their years of experience, assets under management, compliance
records, and their approach to working with clients. The 2024
list for Northern NJ includes 179 advisors in the state
of New Jersey, and Bleakley Financial Advisors comprise four
of the top 25.
Michael Axelrod, Principal of
Bleakley Financial shared, "We are so proud of the culture of
independence and excellence that we have built at Bleakley
Financial Group. I am excited to see so many of our top advisors
being honored on the prestigious Forbes/Shook top advisor
list."
This recognition underscores the contributions made in
representing the best of our industry and the deep trust they have
built with their clients as well as their dedication to upholding
high levels of professionalism and expertise in the work they
do.
Principal Jack Cooney said, "We
are truly honored to be acknowledged among such a distinguished
group of advisors. Our gratitude extends to our valued clients,
whose trust in us is deeply appreciated, and to the support we
receive from our staff, which has been instrumental in our
success."
Partner & Wealth Management Advisor, Frank Lepore added, "This accolade is a
testament to the strength of our team and the innovative strategies
we employ to meet the diverse needs of the clients we serve. I'm
grateful for the opportunity to make a positive impact in their
lives and look forward to continuing our journey together."
We extend our congratulations to Andy, Scott, Jack, Michael,
Lyle, Ricky, and Frank on their remarkable achievement. Their
professionalism and dedication to client service embody the core
values that Bleakley Financial Group stands for in the financial
planning and wealth management industry.
For additional details about Bleakley Financial Group and our
professional team of advisors, we invite you to visit our website
or contact our office.
View Full Forbes Best-In-State Advisor List for 2024
**About Bleakley Financial Group**
Bleakley Financial Group stands as a leading financial planning
and wealth management firm, dedicated to offering bespoke financial
solutions to individuals, families, and businesses. Our experienced
advisors prioritize client objectives, delivering personalized
planning and strategic investment management aimed at achieving
financial aspirations.
The Forbes Best-In-State Wealth Advisor ranking was developed by
SHOOK Research. These rankings are based on in-person and telephone
due diligence meetings and a ranking algorithm that includes client
retention, industry experience, review of compliance records, firm
nominations; and quantitative criteria, including assets under
management and revenue generated for their firms. Portfolio
performance is not a criterion due to varying client objectives and
lack of audited data. Neither Forbes nor SHOOK Research receives a
fee from Bleakley Financial Group, LLC or Scott Schwartz in exchange for these
rankings.
Advisors associated with Bleakley Financial Group, LLC may be:
(1) registered representatives with, and securities offered through
LPL Financial, Member FINRA/SIPC, (2) registered representatives
with, and securities offered through LPL Financial, Member
FINRA/SIPC and investment advisor representatives of Bleakley
Financial Group, LLC; or (3) solely investment advisor
representatives of Bleakley Financial Group, LLC, and not
affiliated with LPL Financial. Investment advice offered through
Bleakley Financial Group, LLC, a registered investment advisor and
separate entity from LPL Financial. Scott
Schwartz is solely an investment advisor representative of
Bleakley Financial Group, LLC, and not affiliated with LPL
Financial.
CONTACT: Vincent Nauheimer,
vincent.nauheimer@bleakley.com
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SOURCE Bleakley Financial Group