Mark Deering Named to
Forbes 2020 Best-In-State Wealth Advisors List*
Mark Deering, Financial Advisor at Raymond James Financial Services and Executive Vice President of Southwestern Investment Group, has been named to the 2020 edition of the Forbes list of Best-In-State Wealth Advisors *. The list, which recognizes advisors from national, regional and independent firms, was released online January 16, 2020.

This year’s list spotlights top advisors across the country who were nominated by their firms and then researched, interviewed and assigned a ranking within their respective states and markets. Out of approximately 32,000 nominations, more than 4,000 advisors received the award.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.

When asked about being named to the 2020 edition of the Forbes list of Best-In-State Wealth Advisors * Mark said, “this achievement would not have been possible without the continued trust and support from our clients. Milestones like this serve to reinforce our belief that putting our clients first is still the best way to do business.”


As always, please contact us if you have any questions or would like to discuss your financial plan.

-The Deering Wealth Team


About Forbes ranking of Best-In-State Wealth Advisors
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of 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/best-in-state-wealth-advisors for more info.

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Deering Wealth Team
801 Crescent Centre Drive, Suite 600
Franklin, TN 37067
615-861-6101

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment Advisory Services offered through Southwestern Investment Advisory Services, Inc. an independent registered investment adviser. Southwestern Investment Group and Deering Wealth Team are not registered broker/dealers, and are independent of Raymond James Financial Services.

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