Amy Brouneus Named to Forbes' List of Top Women Wealth Advisors
February 07, 2023
CCU Wealth Strategies is pleased to announce that financial advisor Amy Brouneus was recently named to the Forbes’ list of America’s Top Women Wealth Advisors Best-In State 2023.
According to Forbes, the 2023 Best-In State Women Wealth Advisors list recognizes advisors from national,
regional, and independent firms. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research. Selections are based on a variety of criteria including revenue trends, assets under management, compliance records, industry experience, and best practices. Brouneus was number 61 on the list.
“Amy continues to deliver for CCU and, more importantly, for her clients,” said Nick LaPuma, President of CCU Wealth Strategies located at Corning Credit Union. “Amy’s passion for her work and commitment to her clients is proven in her results year after year. I am proud of her accomplishments and grateful to see her receive this recognition.”
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22 and was released on 02/02/2023. Research Summary (As of February, 2023) 38,314 nominations were received and approximately 1,700 women won based on thresholds. 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/lists/list-directory/#1184217eb274 for more info.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Corning Credit Union and CCU Wealth Strategies are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.