According to Forbes, a leading financial publication, the ranking represents the true role models of the industry. List makers are determined based on The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that…
Nicholas A. Ibello of Williams Asset Management®, Honored in Forbes Top Next-Gen Wealth Advisors Best in State List for 2023

Columbia, MD, September 11, 2023 –(PR.com)– Williams Asset Management, a leading wealth management firm located in Columbia, Maryland, announced that Nicholas A. Ibello, CFP®, AIF®, Senior Financial Advisor had been named to the Forbes Top Next-Gen Wealth Advisors Best in State Award list for 2023. The list is published on Forbes.com.