MEDIA, AWARDS & RECOGNITIONS

#1 - 2024 Forbes “Top Women Wealth Advisors Best-in-State”

Ms. Wright was awarded Forbes “Top Women Wealth Advisors Best-in-State” list for Georgia in February 2024 which covers the time period of 9/30/22 – 9/30/23. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

#17 - 2024 Forbes “America’s Top Women Wealth Advisors”

Ms. Wright was awarded Forbes “America’s Top Women Wealth Advisors” in February 2024 which covers the time period of 9/30/22 – 9/30/23. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

#161 - 2024 Forbes “Top Wealth Advisors”

Ms. Wright was awarded Forbes “America’s Top Wealth Advisors” list in April 2023 which covers the time period of 6/30/21 – 6/30/22. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

#5 - 2023 Forbes “Best-in-State Wealth Advisors”

Ms. Wright was awarded Forbes “Best-in-State Wealth Advisors” for Georgia (Atlanta Private Wealth) in April 2023 which covers the time period of 6/30/21 – 6/30/22. Forbes “Best-in-State Wealth Advisor” opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

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