BARTLESVILLE, OKLAHOMA – Heather Robison, CFP® Investment Director, Fourstone Wealth Management LLC, 330 S. Johnston, Bartlesville, Oklahoma 74003, is a Forbes Best in Top Wealth Advisor. He was one of the Raymond James-related advisors selected for the list. -2024 State. The list, which recognizes advisors from countries, regions and independent companies, was published online on April 3, 2024.
Developed by SHOOK Research, the Forbes Top Wealth Advisors 2024 Best in State rankings are based on an algorithm of qualitative criteria obtained primarily through telephone and in-person due diligence interviews and quantitative data. This ranking is based on the period June 30, 2022 to June 30, 2023 and was published on April 3, 2024. Advisers considered have a minimum of seven years of experience, and the algorithm weighs factors such as revenue trends, assets under management, compliance records, industry experience, and factors encompassing best practices in working practices and approaches with clients . Portfolio performance is not a benchmark because customer objectives vary and audit data is lacking. Approximately 8,500 advisors received this award out of approximately 42,108 nominations. This ranking is not an indication of the advisor’s future performance, is not a recommendation, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms will pay a commission in exchange for this award/rating. Raymond James is not affiliated with Forbes or his Shook Research, LLC. For more information, please visit https://www.forbes.com/best-in-state-wealthadvisors.
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Robison, who joined Raymond James in 2007, has more than 17 years of experience in the financial services industry. Heather works closely with her clients to create customized retirement and estate plans. Heather is an investment advisory agent with 7, 66, 9, and 10 licenses. She is also qualified to provide life insurance, long-term care, and fixed/variable annuity products. To contact Robison or an advisor at Fourstone Wealth Management, LLC, more information is available at www. Visit FourstoneWealth.com or call 918.336.5400.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm serving independent financial advisors nationwide. Since 1974, RJFS has provided a wide range of investment and wealth planning services through its affiliate Raymond James & Associates, Inc., a member of the New York Stock Exchange/SIPC. Both companies are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s leading diversified financial services firms with approximately 8,700 financial advisors in the United States, Canada and internationally. Total customer assets were approximately $1.42 trillion as of February 29, 2024. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services provided through Raymond James Financial Services Advisors, Inc. FourstoneWealth Management LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
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