A financial adviser to Tyler recently received two awards from Forbes.
Jennifer Samsonwho serves as Senior Vice President Wealth Management and Senior Portfolio Manager at UBS Financial Services, was honored as Best Wealth Advisor in the State of Texas for 2022.
Sampson began her career at Fidelity Investments in 1993 and has been a financial advisor at UBS since 2008. Cooper, Seamands & Sampson Wealth Consulting Group has over 70 years of combined experience serving the investment community, and the team shares an ongoing commitment to helping clients achieve their financial goals.
“As global pandemic concerns take a back seat to the economic fallout from Europe’s biggest conflict since World War II, professionals on the Forbes/Shook 2022 list of top state wealth advisers have proven to guide their clients through volatile markets,” Forbes said on its website.
The full list includes more than 6,500 advisers managing a collective of $10 trillion, according to Forbes.
According to the website, the sixth annual Forbes Top Women Wealth Advisors collectively manages $1.9 trillion.
“Each advisor – selected by SHOOK Research – is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue generated and assets under management “, Forbes said on its website. the rankings.
See the full list of top wealth management advisors in the state online at forbes.com/best-in-state-wealth-advisors and the full list of the top female wealth advisors in the United States at forbes.com/best-in-state-women-advisors .
Cooper, Seamands & Sampson Wealth Consulting Group UBS Financial Services Inc. is located at 6101 South Broadway, Suite 510 in Tyler.
Local Financial Advisor Honored for Performance
Edward Jones’ financial adviser, Randy Childress of Tyler, recently qualified for the firm’s Managing Partners Conference, which celebrates the contributions and achievements of the top 400 of the firm’s approximately 19,000 financial advisers. The conference was held in Scottsdale, Arizona on April 26-27.
During the two-day conference, attendees had the opportunity to interact and learn from business leaders, discuss hot topics, and share best practices for serving customers.
“These financial advisors have demonstrated an exceptional level of care in helping clients set, prioritize and achieve financial goals that make a difference in their lives. We are proud of the work they do and the significant impact they have for their clients and in their communities,” said Chuck Orban, Edward Jones’ senior director responsible for the firm’s recognition events. “As we enter our second 100 years as a company, we will continue to focus on ways to achieve our purpose: to partner for positive impact to improve the well-being of our customers and colleagues, and together, improve our communities and our society. “
This is the 26th time Childress has been invited to this event.
“It’s an honor to qualify for this conference,” said Childress. “This level of success would never have been possible without the trust that customers have placed in our branch and the teamwork with my branch team, Brandon, Debra, Gabbie, Grant and Kyle. This opportunity to collaborate with the company leaders and with my peers is an invaluable resource for me to continue to bring value to the customers we serve.”
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the United States and, through its subsidiary, in Canada. Every aspect of the firm’s business, from the investments offered by its financial advisors to the location of branches, caters to individual and corporate investors. The firm’s approximately 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under management.