Jim Ferrare was named to this year’s 2020 Best-In-State Wealth Advisors list by Forbes. Jim appeared on this list in 2019 and 2018, as well. The list spotlights the top performing wealth advisors across the country. Each state’s list is determined by SHOOK research, an algorithm based on qualitative and quantitative criteria including in-person interviews, candidate’s industry experience, community involvement, client retention data and revenue trends.
“Here’s what our research has found: the very best advisors are laser focused on having a positive impact on their clients’ lives,” says R.J. Shook, president and founder, SHOOK Research. “They want to add meaning, help them live better lives.”
Jim, CFA®, CPA, Managing Principal of Withum Wealth Management is one of the standout wealth advisors ranked from New Jersey. View the full list here.
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