Darcie Guerin Named to Forbes’ List of Best-In-State Wealth Advisors

Posted

Darcie Guerin, located at 606 Bald Eagle Dr., Suite 401, was among the Raymond James-affiliated advisors named to the Forbes list of Best-in-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online April 7, 2026.

The Forbes Top Wealth Advisors Best-in-State 2026 ranking, 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. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.

Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

collier news, swfl, collier county, marco news, marco island, marco island florida, coastal breeze news, naples area, naples, marco island news, naples florida news, swfl coast

Comments

No comments on this item Please log in to comment by clicking here