2024 Forbes Best in State Wealth Advisor – Todd Roselle


We are thrilled to shine a spotlight on one of our exceptional team members, Todd Roselle! Join us in celebrating Todd’s recent accolade as he secures a coveted spot on the prestigious Forbes Best in State Wealth Advisors 2024 list! Todd’s journey to this incredible recognition has been marked by unwavering dedication, profound expertise, and an unyielding commitment to his clients’ financial success. His passion for empowering individuals and families to navigate their financial landscapes with confidence and clarity is evident in every interaction. As a trailblazer in the wealth management industry, Todd sets a remarkable standard for leadership, embodying the core values of integrity, innovation, and excellence. His innovative approaches and strategic insights continually elevate the standard of service we provide to our clients, ensuring that their financial aspirations are not only met but exceeded. Beyond his professional achievements, Todd’s genuine care for his clients’ well-being and his tireless advocacy for their financial prosperity truly set him apart. His ability to forge meaningful connections, coupled with his deep understanding of market dynamics, enables him to craft tailored solutions that align with each client’s unique goals and aspirations. Today, we celebrate Todd’s remarkable accomplishment and the profound impact he continues to make in the world of wealth management. Join us in congratulating Todd on this well-deserved recognition and wishing him continued success in his endeavors! Congratulations, Todd!

Todd Roselle was awarded as one of the Forbes Best in State Wealth Advisors 2024 on April 1st, 2024 for 2024. The Forbes Best in State Wealth Advisors list is created by Forbes and is based on an algorithm of qualitative criteria learned through telephone, virtual, and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management.

 Forbes 2024 Best-In-State Wealth Advisors List – SHOOK Research Rankings