Centurion Wealth’s Founding Partner, Sterling Neblett Named as Forbes’ Top Millennial AdvisorCategory: Awards and Recognitions, In the News
PRESS RELEASE: Updated August 4, 2017
MCLEAN, Va., August 4, 2017 (Newswire.com) – Forbes recently recognized Sterling Neblett, CFP®, Founding Partner of Centurion Wealth Management, as one of our country’s Top Millennial Advisors.
The wealth management industry is encountering forces that will forever change this industry. As such, Forbes sought to compile a “present-value” ranking for Top Millennial Advisors (categorized as being born in 1980 or more recent). Sterling is among the best forward-thinking millennial advisors in the industry.
The selection process involved identifying millennial advisors who have built and lead their own teams; have joined teams of specialists; or are hybrids of the two practitioner types. Once the millennial candidates were identified, further research was conducted to limit the qualifying individuals by qualitative and quantitative factors. These factors included client service models, investing process, business types, revenue produced, assets under management, compliance records, industry experience, credentials and more.
High thresholds were set to minimize the number of millennial advisors selected. Of the 19,616 advisors nominated, because of the lofty threshold requirements, 2,356 individuals were considered for the Millennials ranking. After conducting online surveys, telephone and in-person interviews, and other due diligence, the 500 millennial advisor finalists were identified as those who are role models – advisors that are leading the way in offering best practices and providing a high-quality experience for clients. These top millennial advisors are the future of wealth management.
Based in McLean, Virginia, Centurion Wealth’s Sterling Neblett CFP®, was identified as 3rd in the state of Virginia and 212th in the nation.
Neblett says he feels quite honored to be selected as one of the top millennial advisors.
“However,” Neblett explains, “this list is not about me, it’s about our clients; being in sync with what’s important to them, catering to their evolving needs, and serving as their financial advocate.”
Neblett emphasized, “My team and I will keep working diligently and continue to improve our business practices for the benefit of our clients.”
Source: Centurion Wealth Management LLC