Elizabeth A. Thorley of Thorley Wealth Management Named to Forbes’ list of Top Women Wealth Advisors for 2021
Thorley Wealth Management, a provider of financial services in Pittsford, NY, is pleased to announce that Elizabeth A. Thorley, MS, CFP®, CLU®, AIF®, AEP® has been named to Forbes’ list of Top Women Wealth Advisors for 2021. The list is published on www.forbes.com.
According to Forbe’s, a leading financial publication, the ranking reflects a ranking of role models – advisors that are leading the way in offering best practices and providing a high-quality experience for clients. List makers are determined based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management.
The ranking of Forbes’ Top Women Wealth Advisors(1) is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, assets under management, compliance records, industry experience, and best practices (gathered through telephone and in-person due–diligence interviews). SHOOK Research also employs an opinion- based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 9,785 advisors were considered, and 1,000 (10.2 percent of candidates) were recognized. For the full methodology (2) that Forbes developed in partnership with SHOOK Research, please visit www.forbes.com.
(1)This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. As your specific needs and circumstances may vary, you are encouraged to conduct your own due diligence.
(2)Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
Thorley Wealth Management is located at 1478 Marsh Road, Pittsford, NY 14534. They can be reached at 585.512.8453 or by email at email@example.com. Visit us at www.thorleywm.com.
Securities and advisory services offered through Commonwealth Financial Network member FINRA/SIPC, a Registered Investment Adviser.