News Release: Jon Wax, CFP®, Waller & Wax Advisors Named to 2019 Forbes/SHOOK Best-In-State Wealth Advisor List
Jon Wax, CFP®, Waller & Wax Advisors Named to 2019 Forbes/SHOOK Best-In-State Wealth Advisor List
TAMPA, FL – February 12, 2019 — Jon Wax, CFP®, President and CEO of Waller & Wax Advisors, Inc., has been named to the 2019 Forbes/SHOOK Best-In-State Wealth Advisor* list, selected from over 21,000 wealth advisors across U.S. This is the second year in a row Wax has been named to this prestigious list. Best-in-State rankings were developed by SHOOK Research and are based on in-person and telephone due-diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and profitability.
“I am humbled to be recognized for the second year in a row among the nation’s best wealth advisors by a prestigious publication like Forbes,” said Wax. “I’m proud of the management process and service our team provides to our clients.”
Waller & Wax Advisors has a proud legacy that traces back more than 35 years. Building on a conservative investment philosophy, a broad financial view, and a commitment to excellence in customer service, the firm has grown to become one of the premier financial planning and wealth management firms in the Tampa Bay area.
Forbes Wealth Advisor
With over 23-years-experience, Wax is a CERTIFIED FINANCIAL PLANNER™, holds Series 7, Series 24 and Series 63 licenses, and is a life, health and variable annuity insurance broker. He has been a member of Raymond James Financial Chairman’s Council**, the firm’s top tier for financial advisors, since 2010. He is actively involved in the local business and professional community through memberships in the Leadership Tampa Alumni Association and the Greater Tampa Chamber of Commerce. He is an active member of the Financial Planning Association, Hillsborough County Bar Association Family Law and Collaborative Law Committees and the Financial Services Institute. His community activities have included membership and leadership roles in the Town & Country Volunteer Fire Rescue, the St. Joseph’s Hospital Foundation, the University of Tampa Board of Counselors and the Florida Holocaust Museum.
About Waller & Wax Advisors
Waller & Wax Advisors is a wealth management firm which specializes in helping investors realize their specific wealth management objectives including: preserving assets, mitigating taxes, planning for succession, and fulfilling charitable interests. Using a proprietary wealth management process, Waller & Wax designs custom strategies and “quarterbacks” a team of financial, legal and insurance professionals to help clients meet their financial, retirement and life goals.
# # #
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of 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.
**Membership is based on prior fiscal year production. Re-qualification is required annually.