Forbes Best-In-State Wealth AdvisorsSubmitted by Texas Legacy Wealth Management on February 18th, 2021
Today, we celebrate Enzo T. Pellegrino’s Forbes Best-In-State Wealth Advisor 2021 award! He received a #18 ranking in Texas (South).
“I am pleased to share with you that I have been named to Forbes’ 2021 Best-In-State Wealth Advisors list. This national recognition is extremely exciting and humbling, and it’s a reflection of the entire TLWM teams’ effort and success over this past year. I would also like to express my appreciation to you, as a valued client, for putting your trust in me and choosing me as your wealth advisor,” said Enzo T. Pellegrino, CFP® President of TLWM.
For background, Forbes looks at more than just how much wealth we have been entrusted with to manage. They also conduct interviews and look at industry experience and our approach to working with clients, among other qualitative criteria*. At TLWM, we are dedicated to providing the most seamless and personalized experience to our clients, and this achievement acknowledges that commitment.
“On behalf of LPL Financial, we congratulate Enzo T. Pellegrino, CFP® for being recognized on this year’s Forbes Best-in-State Wealth Advisors list. This past year has demonstrated that strong financial advice cannot be underestimated, and that personalized financial advice is critical in helping clients work toward achieving their short and long-term financial goals,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We applaud Enzo T. Pellegrino, CFP® for continuing to raise the bar in our industry and demonstrate the value of the independent model in creating meaningful and long-lasting investor-advisor relationships.”
A little more about the award
---Each year, Forbes receives more than 32,700 nominations based on high thresholds and qualifications. From there, the list is narrowed down to 5,000 Wealth Advisors that represent the best in their state. Each advisor is chosen based on interviews, industry experience, compliance records, revenue produced, and assets under management. According to Forbes’ research: “the very best advisors are laser focused on having a positive impact on their clients' lives, they want to add meaning, help them live better lives.”
LPL Financial, Forbes magazine and < Enzo T. Pellegrino, CFP® are all separate entities. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is 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 in exchange for rankings.