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Ann Summerson recognized in Forbes Top Women Wealth Advisors Best-In-State 2022 Thumbnail

Ann Summerson recognized in Forbes Top Women Wealth Advisors Best-In-State 2022

We are pleased to announce that Ann Summerson has once again been selected in Forbes Top Women Wealth Advisors Best-In-State 2022. Every year, SHOOK Research thoroughly looks into top advisors in the state and selects role models dedicated to providing quality service to their clients.

SHOOK Research's detailed methodology is comprised of both qualitative and quantitative criteria. More specifically, the ranking algorithm is based on in-person and telephone interviews, best practices, industry experience, compliance records, revenue produced, and assets under management.

"It's a great honor to have been recognized by Forbes this year alongside other inspiring and hardworking women," says Ann. "This achievement would not be possible without our clients, and I am incredibly grateful for their trust and support."

In addition, leading publications in the nation such as Forbes, Barrons, and the Financial Times continue to recognize Ann and the Wise Investor Group as top professionals in the industry. 

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