Recognitions from our peers and industry

We are proud to have received recognition over the years from our peers and the community for the service we provide. Patrice L.J. Sinclair was named to:

Forbes Top Women Wealth Advisors*

2021, 2022, 2023

Raymond James President’s Club**

2017, 2018, 2019, and 2020

*The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of seven years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research summary (As of February 2023): 38,314 nominations were received, based on thresholds (10,250 women) 22,106 advisors were invited to complete the online survey. 17,143 advisors were interviewed by telephone. 3,453 advisors were interviewed in person at an advisors’ location and 1,361 were advisor web-based interviews. SHOOK Research’s findings and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of an advisor’s future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience.

**Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually since prior membership is no assurance of future membership. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. No fee is paid in exchange for this reward/rating.