Edge Capital Group proudly announces Elizabeth Mackie, CPA, CFP® has made the Forbes 2024 list of America’s Top Women Wealth Advisors – Best-In-State (Florida-North). The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted in-person, by telephone and virtually to evaluate best practices, level of service, investing process and compliance records. SHOOK also evaluates quantitative data, such as revenue trends and assets under management.
Mackie said, “As a team at Edge, we have come together to build our presence in Florida to best serve our clients. On behalf of our team, we are sincerely grateful to our clients for their trust and support over the past 15 years. I am humbled to be recognized. As a Financial Advisor, I advocate every day for our clients by developing wealth strategies that empower them to build a sustainable legacy. I challenge myself to never stop learning so that I can share my expertise in personalized planning and investment execution. My passion is to maintain a collaborative culture at Edge that fosters mentoring and personal growth while inspiring our team to achieve their greatest potential.”
To view the rankings click here: America’s Top Women Wealth Advisors
The Forbes America’s Top Women Wealth Advisors – Best in State 2024 list was published by Forbes/SHOOK RESEARCH– data as of September 30, 2023.
The Forbes rankings developed by SHOOK Research, are based on algorithms of qualitative data learned through surveys and interviews conducted in-person, by telephone and virtually to evaluate client impact, industry experience, best practices, level of service, investing process and compliance records. SHOOK also evaluates quantitative data, such as revenue trends and assets under management. Past performance is not an indication of future results. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Please visit www.shookresearch.com/a-methodology for more information on Shook’s methodology.
SHOOK is a registered trademark of SHOOK Research, LLC. SHOOK is completely independent, objective and does not receive compensation in exchange for placement on its rankings. As the world’s only advisor research firm in the world with a specialty in quality. SHOOK performs deep due diligence as the basis for its rankings. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. For more information, please visit www.SHOOKresearch.com.
Edge Capital Group did not pay a fee for obtaining or marketing the awards listed above. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
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