News

CCU Wealth Strategies is pleased to announce that financial advisor Amy Brouneus was recently named to the Forbes’ list of America’s Top Next-Gen Wealth Advisors Best-In State 2024.

According to Forbes, the 2024 America’s Top Next-Gen Wealth Advisors list recognizes advisors from national, regional, and independent firms born in 1985 or later with a minimum of 4 years as an advisor. 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 48 on the list.

“This is a well-deserved honor that highlights Amy’s repeated success earning her a spot on the Forbes’ list for the 5th consecutive year,” said Laura Sumner, President of CCU Wealth Strategies at Corning Credit Union. “Her commitment to her members and her teammates is evident in every interaction. We celebrate Amy’s continued success and appreciate her contributions and leadership. Congratulations, Amy!”

The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, 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 encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered, and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information, go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3. 

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.