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Three Rochester area financial advisors named to Barron’s List
Three Rochester area financial advisors named to Barron’s List
Three Rochester area wealth advisors have been named to the Barron’s 2023 Top 1,200 Financial Advisors list.
They are:
- Lori Van Dusen, CEO and founder of LVW Advisors, who ranked 91;
- Ahmet Terzioglu, senior portfolio management director with Morgan Stanley Wealth Management, who ranked 98, and
- William Schoff, senior member and managing director of the Schoff Group of UBS Wealth Management, who ranked 106.
Barron’s analyzed comprehensive data from about 5,600 of the nation’s advisors in all 50 states, plus the District of Columbia.
The annual ranking evaluates the advisor’s expertise, experience and qualitative information regarding the firm’s team to serve as a starting point for clients pursuing an advisor.
Barron’s factors in assets under management, revenue generated for the firm, regulatory record, quality of practice and philanthropic work.
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