Forbes Names Trevor Wilde Among Top Advisors in Arizona
(SCOTTSDALE, Ariz. – April 13, 2022) – Wilde Wealth Management Group, which is an award-winning independent financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce that Forbes has named chief executive officer and investment advisor representative Trevor Wilde, MBA, AIF® to its 2022 Best-In-State Wealth Advisors list. In total, 110 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 2 overall advisor statewide. This is his second year in a row earning the No. 2 overall ranking.
According to Forbes, this ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio 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.
The honor comes on the heels of a busy era for Wilde, who in February 2022 was named to Barron’s top 1,200 advisors nationwide,No. 2 overall in Arizona. It was Wilde’s 14th consecutive year being honored and fifth time in the top five statewide. He was also recently named as among the “AZ Business Angels” by AZ Business Magazine for his philanthropic leadership across the Southwest and as a “Most Admired Leader” in Arizona by the Phoenix Business Journal. Beyond the honors, Wilde joined the boards for both Junior Achievement of Arizona and Child Crisis Arizona amid COVID-19 and grew his team exponentially despite the challenges of the pandemic, including expanding both the Scottsdale-area headquarters as well as Tucson office and adding new affiliate partners Self Wealth Management in Scottsdale, Mosaic Financial Associates in Tempe and Premier Wealth Management Group in Albuquerque. Wilde is also in process of opening its first-ever Sedona office, and in 2021 opened its first-ever California office, located in San Luis Obispo.
Wilde began his work in the industry in earnest in 2000, initially at a large firm primarily focused on retirement planning and investments. Eager to offer a deeper breadth of expertise and strategic planning to his clients, Wilde partnered with his father Bill in 2003 to found an independent practice, Wilde Wealth Management Group. Their mission was two-fold: to offer boutique, customized investment planning advice, and to offer clients expanded in-house service offerings from fellow independent specialists in the fields of legal, taxes, risk management, family services, real estate and insurance.
Over the past two decades, Wilde, who earned his Master’s degree in Business Administration from the University of Phoenix, has helped grow the firm across Arizona and throughout the Southwest. Wilde is actively recruiting new advisors for all his offices across the region.
For more, visit www.wildewealth.com.
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7025 N. Scottsdale Rd. Ste #115 Scottsdale, AZ 85253
Barron’s Top 1200 Advisors (Award recipient Trevor Wilde, Financial Advisor* at Wilde Wealth Management Group): Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be considered as an endorsement of the advisor by any client.
The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2022 and 32,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
*The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera