2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. View Award Disclosures
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. View Award Disclosures
Recognized as a Member of Wells Fargo Advisors Financial Network Platinum Council Since the Initiation of the Program in 2001
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Financial Network as measured by business productions from the previous year and professionalism.
Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 10 Financial Advisors, Ruby – Next 40, Emerald – Next 75, and Sapphire – Next 125.
The Platinum Council distintion is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideratation may have included best practices and team structures.
Platinum Council levels are based on the previous calendar year's gross revenue and are defined as follows: Diamond - Top 15 Financial Advisors, Ruby - Top 2% (including Diamond recipients), Emerald - Next 5%, and Sapphire - Next 8%.
Malik has served in the past on the Wells Fargo Advisors' Brokerage Advisory Council providing feedback to management in an effort to identify opportunities on various firm projects and initiatives. Currently serving in the Ambassador Program.
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