Lehigh Valley, PA – Kelly McLean Rindock CFP®, CLTC, Vice President, Wealth Management, Branch Manager with The Steel Valley Investment Group of Raymond James & Associates in Center Valley, member New York Stock Exchange/SIPC, was recently named to the Forbes list of America’s Top Next-Generation Wealth Advisors, which recognizes advisors from national, regional and independent firms.
“I consider it an honor to be ranked among our country’s top next-generation wealth advisors,” McLean Rindock said. “My inclusion also says volumes about our team and those around me. I consider this to be an achievement for not only myself, but also my colleagues and our clients as well.”
The Forbes ranking of America’s Top Next-Generation Wealth Advisors, developed by Shook Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of four years of experience and weighing factors like telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, and firm nominations. It also weighs quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor Shook receives a fee in exchange for rankings.*
Kelly is a Certified Financial Planner™ professional who primarily works with local business owners, retirees, young professionals, and those preparing to retire or fund their financial futures. Together with her clients, Kelly works to create holistic financial plans while providing guidance toward financial goals. Her clients are successful in their own careers and often have neither the time nor the desire to develop their own financial plans and manage their investments. They seek to grow their assets to provide for their future, or they are in need of assistance in preserving their capital while also generating sufficient growth and income to enjoy retirement and provide for their loved ones. Kelly’s clients want a knowledgeable advisor with whom they are comfortable, and who delivers personalized service and sound guidance for all their financial needs. When not in the office, you can often find Kelly volunteering in the community, visiting her alma mater, Moravian College, or spending time with her greatest investment: her family.
* Past performance is not indicative of future results. Individual experiences may vary.
Forbes list of “America’s Top Next-Generation Wealth Advisors/Top Millennial Advisors 2018.” Data provided by SHOOK™ Research, LLC. Data as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum of four years of relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1,000 made the final list in 2018.
For more information see SHOOKresearch.com. This ranking is not indicative of advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.