Bartlesville, OK – Heather Robison, CFP®, Investment Executive, of Fourstone Wealth Management, LLC located at 330 S. Johnstone, Bartlesville, OK 74003 was among the Raymond James-affiliated advisors named to the Forbes list of Top Wealth Advisors Best-In-State 2024. The list, which recognizes advisors from national, regional and independent firms, was released online April 3, 2024.
The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealthadvisors for more info.
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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 clients to develop customized retirement and estate plans. Heather is an investment advisor agent with 7,66, 9, and 10 licenses. She is also licensed to deliver life insurance, long-term care, and fixed/ variable annuity products. To reach Robison or the advisors at Fourstone Wealth Management, LLC, more information can be found at www. FourstoneWealth.com or by calling 918.336.5400.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.42 trillion as of Feb. 29, 2024. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered 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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