Business people: Heather Robison, Susan Dick Financial Services LLC | Businessmen

HEATHER ROBISON NAMED TO FORBES LIST OF TOP NEXT GENERATION WEALTH ADVISORS

Bartlesville, OK – Heather Robison, financial advisor and professional CERTIFIED FINANCIAL PLANNER ®, of Susan Dick Financial Services LLC, located at 330 S Johnstone Avenue, was among Raymond James-affiliated advisors named to the Forbes list of New Brunswick’s Top Wealth Advisors. generation in America. The list, which recognizes advisers from national, regional and independent cabinets, was published online on August 3, 2022.

The Forbes Next-Gen Wealth Advisors ranking, developed by SHOOK Research, is based on a qualitative criterion algorithm, obtained primarily through telephone interviews and in-person due diligence, and quantitative data. Advisors considered are under 40 years old, have at least four years of experience and the algorithm considers factors such as revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practice. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for ranking. The research summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete an online survey, 14,892 phone interviews, 3,038 in-person interviews at advisors, 1,357 virtual interviews and 3,513 people considered and 1,000 people won the Next-Gen ranking. This ranking is not indicative of an Advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. For more information and full methodology details, visit shookresearch.com

People also read…

Heather Robison, who joined Raymond James in 2008, has over 14 years of experience in the financial services industry. Heather works closely with clients to develop personalized retirement and estate plans through a detailed process: understand, design, implement and review. Its recommendations are made solely for the purpose of delivering the highest value and benefits to customers.

To reach Heather Robison or the advisors at Susan Dick Financial Services LLC, more information can be found at www.SusanDickFinancial.com or by calling 918-336-5400.

About Forbes Top Next-Gen Wealth Advisors

The Forbes Next-Gen Wealth Advisors ranking, developed by SHOOK Research, is based on a qualitative criterion algorithm, obtained primarily through telephone interviews and in-person due diligence, and quantitative data. Advisors considered are under 40 years old, have at least four years of experience and the algorithm considers factors such as revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practice. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for ranking. The research summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete an online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors, 1,357 virtual interviews and 3,513 individuals considered and 1 000 individuals won the Next-Gen ranking. This ranking is not indicative of an Advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. For more information and full methodology details, visit shookresearch.com

Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, businesses and municipalities. The company has approximately 8,600 financial advisors. Total client assets are $1.13 trillion. Public since 1983, the company is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.

© 2022 Raymond James & Associates, Inc., Member of the New York Stock Exchange/SIPC.

© 2022 Raymond James Financial Services, Inc., Member FINRA/SIPC. Securities offered by Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services provided by Raymond James Financial Services Advisors, Inc. Susan Dick Financial Services LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

To submit an ad in Business People, which highlights new hires and promotions, call the Tulsa World Advertising Department at 918-581-8510.

Stephen V. Lee