Atlanta Financial Co-Founder Ranks Among Top Advisors Across the United States According to Forbes
ATLANTA – March 2, 2020 – Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced that Julianne Andrews, MBA, CFP®, AIF®, has been named to the 2020 Forbes’ Best-in-State Wealth Advisors list. This is the third consecutive year that Andrews has been recognized by Forbes as a top performing financial advisor in Georgia. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
With over 30 years of experience in the financial planning industry, as well as a host of awards with her name on it, Julie is a passionate Wealth Manager for her clients. She demonstrates her unparalleled commitment to her clients by developing sophisticated solutions that address the financial needs of highly successful physicians, professionals and individuals at or nearing retirement. Andrews’ passion for working with physicians comes from being a pediatrician’s spouse for more than three decades. Her experience as a Wealth Manager in combination with her first-hand view as the spouse of a physician provide her with a deep understanding of the challenges the changing healthcare landscape presents and how they impact a physician’s financial well-being.
“It is an incredible honor to be recognized by Forbes as one of the top wealth advisors in Georgia,” said Andrews, co-founder of Atlanta Financial Associates in 1992. “I am very gratified to have my efforts affirmed once again this year.”
The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors(1) list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on 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). Overall, approximately 32,000 advisors were considered, and about 4,000 were recognized divided among regional locations.
(1) Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.