Paul C. Allen of Wealth Strategies Partners Named to Forbes Magazine’s List of America’s Best-in-State Wealth Advisors for Fifth Straight Year
Brentwood, Tenn. – April 5, 2024 – Wealth Strategies Partners (WSP), a boutique total wealth management practice, today announced its president & CEO, Paul Allen, CFP®, MS, has been named to Forbes’ 2024 list of America’s Best-in-State Wealth Advisors. This marks the fifth time he has received this prestigious recognition.
The annual list spotlights the nation’s top-performing advisors, evaluated based on SHOOK Research’s methodology, which includes personal interviews, industry experience and those leading the way in best practices and high-quality client experience.
“To be recognized once by Forbes as one of the state’s top wealth advisors was truly an honor. To receive this recognition for a fifth time is a true testament to the incredible team I’m fortunate to work alongside,” said Allen. “I owe many thanks to our team members who continue to distinguish our firm through their commitment to delivering Ritz Carlton-level white glove service to our clients and families.”
Allen founded Wealth Strategies Partners in 2014 to provide comprehensive financial planning services to retirees, entrepreneurs, business owners, executives and high-net-worth individuals. Along with his experienced and passionate team, Allen works with the practice’s clients to create customized, strategic, financial plans tailored to their unique needs.
In addition to his recognition by Forbes, Paul has been named a member of the Raymond James Financial Services’ Chairman’s Council, a distinction given only to those financial advisors who have demonstrated an unparalleled commitment to personal service and lead the largest revenue-producing branches, for five years in a row since 2019. Paul is also a sought after industry expert and often speaks on timely financial topics and trends such as charitable giving strategies, stock market history and performance, generational wealth planning and more.
The complete list of 2024 Best-in-State Advisors is available on Forbes.com, and a condensed listing is available in the current issue of the magazine.
About Wealth Strategies Partners:
Wealth Strategies Partners, a member of the Raymond James Financial Services network, is a boutique generational wealth management team. With offices in Brentwood, TN, and Sarasota, FL, the practice’s advisors work with families, retirees, entrepreneurs and high-net-worth individuals to instill confidence by making complex financial situations easier to understand. For more information, please visit https://wealthstrategiespartners.com.
About Forbes ranking of Best-In-State Wealth Advisors
The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an 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. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
About Raymond James Financial Services
As of 12/31/2023. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.37 trillion. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wealth Strategies Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James’ Chairman’s Council membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
For more information, contact Wealth Strategies Partners at 615-457-3481. 5500 Maryland Way, Suite 133 Brentwood, TN, 37027.
