News

CCU Wealth Strategies is pleased to announce that financial advisor Amy Snyder was recently named to the Forbes’ list of America’s Top Women Wealth Advisors Best-In State 2022.

According to Forbes, the 2022 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 for the list are based on a variety of criteria including in-person interviews, level of service, investing models, compliance records, revenue trends, and assets under management. Snyder was listed as number 61 on the list.

“We are honored to have Amy on the team, and are delighted with her continued accomplishments,” said Nick LaPuma, President of CCU Wealth Strategies located at Corning Credit Union. “The level of service Amy provides is paramount in the results she drives for her clients and for CCU. Amy embodies our holistic service approach, and I am grateful to see her receive this well-deserved recognition.” 

The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research Summary (As of February, 2022) 34,500 nominations were received, based on thresholds (9,850 Women) 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone. 2,610 Advisors were interviewed in-person at the Advisors' location and 1,203 were Advisor web based interviews. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.

 

©2022 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.