Forbes Announces First-Ever Ranking of America’s Top Financial Security Professionals

NEW YORKOctober 19, 2021 – Forbes, in partnership with SHOOK Research, today announced its inaugural ranking of America’s Top Financial Security Professionals (FSPs). The Forbes/SHOOK ranking offers a performance ranking of the top 250 finance professionals who are also licensed to sell insurance.

The Top Financial Security Professionals ranking highlights financial specialists who manage client policies totaling more than $24 billion and reflects a major shift among the world’s top financial advisors. Historically, financial advisory and insurance were considered separate entities with little room for intersection, but as competition intensified, the boundaries between the two industries began to blur.

“After years of ranking wealth managers, Forbes and SHOOK Research have expanded our coverage to include advisors in the insurance industry, a group we call financial security professionals,” said Jason Bisnoff, Writer, Wealth Management at Forbes. “As the economic recovery continues, the people in this ranking are helping their clients in a world where preserving and protecting heritage matters more than ever.”

“Clients benefit from professionals who take a holistic view of their clients, offering expertise in financial planning but protection from uncertainty,” said RJ shook, President of SHOOK Research. “This was an ambitious undertaking designed to uncover industry role models that have the greatest impact on the lives of their customers. It makes perfect sense that we investigate and assess these professionals as we do other financial advisors. »

More than 7,000 professionals filled out surveys to be considered for the Forbes/SHOOK ranking and only 250 were chosen. Of the 250 winners on this year’s list, 34 women and 58 Millennials are represented.

The Top Financial Security Professionals Rankings joins a growing ratings franchise that includes Top Wealth Advisors profiles and directory, live and virtual events, and rankings such as Top Female Wealth Advisors, best wealth advisers in the state and the best next generation advisers in America. .

For the full list and methodology, visit: America’s Top Financial Security Professionals 2021

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Media Contact

Jocelyne Swift: Jswift@Forbes.com

Sarah J. Greer