Trevor Wilde Accepted into Forbes Finance Council
(SCOTTSDALE, Ariz. – June 7, 2021) – Wilde Wealth Management Group, an award-winning 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 chief executive officer Trevor Wilde, MBA, AIF® has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms.
Wilde was vetted and selected by a review committee based on the depth and diversity of his experience. Criteria for acceptance include a track record of successfully impacting business growth metrics, as well as personal and professional achievements and honors.
“We are honored to welcome Trevor into the community,” said Scott Gerber, founder of Forbes Councils, the collective that includes Forbes Finance Council. “Our mission with Forbes Councils is to bring together proven leaders from every industry, creating a curated, social capital-driven network that helps every member grow professionally and make an even greater impact on the business world.”
As an accepted member of the Council, Wilde has access to a variety of opportunities designed to help him reach peak professional influence. He will connect and collaborate with other respected local leaders in a private forum and will also be invited to work with a professional editorial team to share his professional insights in original business articles on Forbes.com, and to contribute to published Q&A panels alongside other professionals.
This honor comes on the heels of a big year for Wilde, which also included being named to Barron’s annual list of top 1,200 advisors nationwide and No. 2 overall in Arizona. This is Wilde’s 13th consecutive year being honored and his 3rd year in a row among the top five advisors in Arizona. In total, Barron’s included just 30 advisors from across Arizona in its report. Forbes also named Wilde to its 2021 Best-In-State Wealth Advisors list. In total, 99 advisors from across Arizona were named to this prestigious list, with Wilde being named the No. 2 overall advisor statewide. Beyond the honors, Wilde also joined the boards for both Junior Achievement of Arizona and Child Crisis Arizona in the past 12 months, and grew his team, including expanding his Scottsdale-area headquarters and adding new affiliate partners Self Wealth Management and Muhlenfeld & Huish, both in Scottsdale as well as Mosaic Financial Associates in Tempe and Premier Wealth Management Group in Albuquerque.
About Forbes Councils
Forbes Councils is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded Young Entrepreneur Council (YEC). In Forbes Councils, exceptional business owners and leaders come together with the people and resources that can help them thrive.
About Wilde Wealth Management Group
Wilde Wealth Management Group is an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Independent Investment Advisors, CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been named to Barron’s “List of Top 1,200 Advisors” annually for over a decade, with managing principal Trevor Wilde earning the No. 2 ranking in Arizona for 2021. Currently, Wilde Wealth Management Group has local offices in Scottsdale, Glendale, Tempe, Tucson and Payson, as well offices in Indiana and New Mexico.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.
Cetera is under separate ownership from any other named entity.
7025 N. Scottsdale Rd Ste# 115
Scottsdale, AZ 85253
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 2021 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.