
Boca Raton, FL
2255 Glades Road
Suite 226A
Boca Raton, FL 33431
Main: 650-620-3040
Direct: 561-910-4346
Fax: 650-372-0813
deniser@teamhewins.com
Boca Raton, FL
2255 Glades Road
Suite 226A
Boca Raton, FL 33431
Main: 650-620-3040
Direct: 561-910-4346
Fax: 650-372-0813
deniser@teamhewins.com
Forbes 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’ 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. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.