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Published on September 30, 2025 - 20:40 GMT

Multi-Year Honoree Isaiah Edison Earns Spot on Forbes’ 2025 Best-in-State Financial Security Professionals List

TULSA, OK, UNITED STATES, September 30, 2025 /⁨EINPresswire.com⁩/ -- Isaiah Edison, CFP®, ChFC®, CLU®, CLTC®, AEP®, RICP®, founding partner of Edison Wealth Strategies, has once again been named to the Forbes’ Top Financial Security Professionals Best-in- …

Distribution channels: Banking, Finance & Investment Industry ...

Published on August 28, 2025 - 21:15 GMT

STEVE GRIFFIN NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS BEST-IN-STATE LIST 2025

SARASOTA, FL, UNITED STATES, August 28, 2025 /⁨EINPresswire.com⁩/ -- Steve Griffin from the Full Spectrum Financial Group of New York Life has been listed on the 2025 Forbes Top Financial Security Professionals Best-in-State list for the second year in a …

Distribution channels: Banking, Finance & Investment Industry ...

Published on August 13, 2025 - 15:07 GMT

Robert H. Petrocelli, Jr. Named To Forbes’ Top Financial Security Professionals Best-In-State List 2025

Robert Petrocelli, Jr. from the South Florida General Office of New York Life is on the 2025 Forbes Top Financial Security Professionals Best-in-State list. FL, UNITED STATES, August 13, 2025 /⁨EINPresswire.com⁩/ -- Robert H. Petrocelli, Jr. from the …

Distribution channels: Business & Economy ...

Published on August 6, 2025 - 18:00 GMT

Rachel Wilder Named to Forbes’ Top Financial Security Professionals Best-In-State List 2025

ATLANTA, GA, UNITED STATES, August 6, 2025 /⁨EINPresswire.com⁩/ -- Rachel Wilder, CFP®, ChFC®, founder of Wilder Wealth Strategies, has been named to the 2025 Forbes Top Financial Security Professionals Best-in-State list. This prestigious list recognizes …

Distribution channels: Banking, Finance & Investment Industry ...

Published on July 30, 2025 - 20:36 GMT

Daryl Ellis Recognized For The Fourth Consecutive Year On Forbes' Best-In-State Of Top Financial Security Professionals

BATON ROUGE, LA, UNITED STATES, July 30, 2025 /⁨EINPresswire.com⁩/ -- Daryl Ellis of Ellis Insurance and Financial Group has once again been named to the Forbes Top Financial Security Professionals Best-in-State list for 2025—marking his fourth consecutive …

Distribution channels: Banking, Finance & Investment Industry ...

Published on September 25, 2024 - 20:12 GMT

Felicia Kestenberg Named To Forbes’ Top Financial Security Professionals List

NEW YORK CITY, NY, UNITED STATES, September 25, 2024 /⁨EINPresswire.com⁩/ -- Forbes has released its annual list of Top Financial Security Professionals, an award honoring elite insurance and financial planning professionals across the country. This year, …

Distribution channels: Banking, Finance & Investment Industry ...

Published on September 25, 2024 - 20:03 GMT

Robert Petrocelli Recognized By Forbes As A Best-in-state Financial Security Professional

SUNRISE, FL, UNITED STATES, September 25, 2024 /⁨EINPresswire.com⁩/ -- This summer, Forbes announced its fourth annual list of Best-In-State Top Financial Security Professionals. Robert H. Petrocelli Jr., Founder and Principal of Petrocelli Financial …

Distribution channels: Banking, Finance & Investment Industry ...

Published on August 9, 2024 - 08:54 GMT

DARYL R. ELLIS OF ELLIS INSURANCE & FINANCIAL GROUP RECEIVES THIRD CONSECUTIVE FORBES RECOGNITION

BATON ROUGE, LA, USA, August 9, 2024 /⁨EINPresswire.com⁩/ -- Daryl R. Ellis, CFP®, CAP®, Cofounder and Principal of Ellis Insurance & Financial Group, has been named one of Forbes' Best-In-State Top Financial Security Professionals in the state of …

Distribution channels: Banking, Finance & Investment Industry ...

Published on August 10, 2023 - 17:53 GMT

ROBERT H. PETROCELLI, JR. NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS BEST-IN-STATE LIST 2023

SUNRISE, FL, USA, August 10, 2023 /⁨EINPresswire.com⁩/ -- Robert Petrocelli from the South Florida General Office of New York Life has been listed on the 2023 Forbes Top Financial Security Professionals Best-in-State list. The individuals named to this …

Distribution channels: Banking, Finance & Investment Industry ...

Published on August 9, 2023 - 19:31 GMT

DARYL R. ELLIS, CFP®, CAP® NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS BEST-IN-STATE LIST 2023

LOUISIANA, USA, August 9, 2023 /⁨EINPresswire.com⁩/ -- Daryl R. Ellis, CFP®, CAP® from the Louisiana General Office of New York Life has been listed on the 2023 Forbes Top Financial Security Professionals Best-in-State list. The individuals named to this …

Distribution channels: Banking, Finance & Investment Industry ...

Published on October 12, 2022 - 07:27 GMT

ADVISOR ANDREW MARTIN NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS BEST-IN-STATE LIST 2022

Andrew Martin, a financial advisor in Pensacola, has been named to Forbes’ 2022 Best-in-State list for the Top Financial Security Professionals in the nation. PENSACOLA, FLORIDA, UNITED STATES, October 12, 2022 /⁨EINPresswire.com⁩/ -- Andrew Martin, a …

Distribution channels: Banking, Finance & Investment Industry ...

Published on September 23, 2022 - 06:23 GMT

ROBERT PETROCELLI NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS LIST OF 2022

Robert “Bob” H. Petrocelli, Jr. from the Manhattan General Office of New York Life has been named to the 2022 Forbes Top Financial Security Professionals list. NEW YORK, UNITED STATES, September 23, 2022 /⁨EINPresswire.com⁩/ -- Robert “Bob” H. Petrocelli, …

Distribution channels: Banking, Finance & Investment Industry ...

Published on September 19, 2022 - 11:58 GMT

Daryl R. Ellis Named to Forbes' Top Financial Security Professionals Best-in-State List 2022

Daryl R. Ellis, CFP®, CAP®, from Baton Rouge, has been listed on the 2022 Forbes Top Financial Security Professionals Best-in-State list. BATON ROUGE, LOUISIANA, US, September 19, 2022 /⁨EINPresswire.com⁩/ -- Daryl R. Ellis, CFP®, CAP® from the Louisiana …

Distribution channels: Banking, Finance & Investment Industry ...

Published on March 14, 2022 - 20:54 GMT

NEW YORK LIFE’S JONATHAN JOHNSON EARNS CERTIFIED FINANCIAL PLANNER ™ DESIGNATION

Jonathan Johnson has been a New York Life agent since 2006, and is associated with New York Life’s Dallas General Office in Dallas, TX. TYLER, TEXAS, UNITED STATES, March 14, 2022 /⁨EINPresswire.com⁩/ -- Jonathan Johnson, an agent for New York Life …

Distribution channels: Banking, Finance & Investment Industry ...

Published on January 4, 2022 - 21:19 GMT

The Sum Welcomes Experienced Financial Advisor to Team, Relocates to the Woodlands

WOODLANDS, TX, USA, January 4, 2022 /⁨EINPresswire.com⁩/ -- The Sum recently added financial advisor Marc Laviage, CFP®, to its team of professionals, enhancing the capabilities of this rapidly-growing wealth management firm. The Sum welcomed Laviage …

Distribution channels: Banking, Finance & Investment Industry ...

Published on December 3, 2021 - 20:14 GMT

Robert H. Petrocelli, Jr. Named To Forbes' Top Financial Security Professionals List Of 2021

Mr. Petrocelli received this recognition for helping his clients in a world in which protecting what matters most has never been more important. NEW YORK , NEW YORK, UNITED STATES, December 3, 2021 /⁨EINPresswire.com⁩/ -- Robert H. Petrocelli, Jr. from …

Distribution channels: Banking, Finance & Investment Industry ...

Published on October 28, 2021 - 18:43 GMT

Victoria Staudinger Named One Of Northern Virginia Magazine's Top Insurance Professionals

LEESBURG, VIRGINA , UNITED STATES, October 28, 2021 /⁨EINPresswire.com⁩/ -- Victoria Staudinger, CFP®, CLU®, ChFC® has been named one of Northern Virginia’s Top Insurance Professionals for 2021 by Northern Virginia Magazine. The magazine has subscribers in …

Distribution channels: Banking, Finance & Investment Industry ...

Published on September 10, 2021 - 13:47 GMT

Tim C. FitzGerald Named To New York Life’s 2021-2022 Agent Advisory Board of Directors

SHREVEPORT, LA, USA, September 10, 2021 /⁨EINPresswire.com⁩/ -- Tim FitzGerald has been named to New York Life’s 2021-2022 Agent Advisory Board of Directors (ABD). The ABD is an elite group of 16 agents who meet with the company’s executive leaders to …

Distribution channels: Banking, Finance & Investment Industry ...

Published on May 17, 2021 - 12:42 GMT

Tim Fitzgerald Named to New York Life's 2021 Agent Advisory Board of Directors

Fitzgerald has been named to the 2021 ABD, an elite group of agents who meet with executive leaders to provide perspectives on corporate strategic initiatives. SHREVEPORT, LA, USA, May 17, 2021 /⁨EINPresswire.com⁩/ -- Tim Fitzgerald has recently been …

Distribution channels: Banking, Finance & Investment Industry ...