Commonwealth Financial Network® Congratulates Honorees in Forbes’ Top Wealth Advisors List
WALTHAM, MA (August 3, 2016)—Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, congratulates affiliated advisors Thomas Bartholomew, AIF®, Bartholomew & Company, Inc., based in Worcester, Massachusetts, and Debra Brede, AIF®, D.K. Brede Investment Management Company, Inc., based in Needham, Massachusetts, on being named to the Forbes’ Top Wealth Advisors list for 2016. The inaugural list will be published in the August 23, 2016, issue of Forbes magazine and is currently featured online.
“I extend my most sincere congratulations to Tom and Debra on being named to this list of dynamic financial advisors,” said Wayne Bloom, CEO of Commonwealth. “Having been a part of the Commonwealth community for the past two-plus decades, both Tom and Debra have a passion for providing independent financial advice and a commitment to doing right by their clients, and we are pleased to see them recognized on this scale. We value their partnership, commend their achievements, and will continue to offer the support their businesses demand.”
The ranking of Forbes’ Top Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person interviews). This recognition is not indicative of the advisor’s future performance. For the full methodology,* developed in partnership with SHOOK Research, please visit: http://bit.ly/2azS5n3.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports more than 1,650 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
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*Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.