By Jeremy Wallace and Andrew Hart
After a year of more downs than ups, we are happy to share some good news! Our very own Jeremy Wallace has been named to the Forbes 2021 Best-in-State Wealth Advisors List for the third year in a row! This is an incredible honor and Jeremy is more than deserving of it for his dedication to his clients.
And it gets better! Jeremy was named #1 Registered Investment Advisor out of 50 selected for “Best in State” for Central Kentucky. Using telephone and in-person interviews and surveys, Forbes creates these rankings by looking at over 30,000 nominations and judging each advisor on everything from investing process, service models, client retention, industry experience, and compliance history to assets under management and revenue generated for their firms.
We wanted to take this opportune moment to thank you, our clients, for the trust you have extended to us. Without the opportunity and experience of working with you and people like you, this recognition would never have happened. Thanks also to our incredible team, Andrew Hart, Jessica Bedell, and Chad Kobes, for bringing their best to the table every day.
Thank you again for providing us the opportunity to be your trusted financial advisor. Please join us in congratulating Jeremy and reach out to us at 859.300.3030 or by requesting an appointment online if you want to learn more about what we do and how we can help you get more from your life.
About Jeremy
Jeremy Wallace is founder and chief investment officer at Wallace Hart Capital Management, an independent financial services firm committed to offering comprehensive advice and customized services. Jeremy has 20 years of experience in the financial industry and is passionate about helping clients preserve and enhance their wealth so they can pursue their passions. Jeremy graduated from Emory University with a degree in international economics and a certificate in financial planning. Outside of the office, Jeremy spends most of his free time with his wife, Julie, and their three children, Isabel, Lincoln, and Reid. He is an avid Chicago Cubs baseball fan, and he enjoys golfing with his wife and traveling with his family. Learn more about Jeremy by connecting with him on LinkedIn.
About Andrew
Andrew Hart is the co-founder and chief planning strategist at Wallace Hart Capital Management, an independent financial services firm committed to offering comprehensive advice and customized services. Andrew has 15 years of experience in the financial industry and strives to provide new and better strategies and processes to improve his clients’ lives. Andrew graduated from Wittenberg University with a bachelor’s degree in business management and holds a certificate in financial planning from Georgetown University and the CERTIFIED FINANCIAL PLANNER™ designation. When he’s not working, you can find him enjoying the city of Lexington, KY, teaching at the University of Kentucky’s Financial Planning program, and spending time with his wife, Susan, twin sons, George and Ted, and daughters Merritt and Philippa. To learn more about Andrew, connect with him on LinkedIn.
Methodology
Forbes’ Best-In-State Wealth Advisors, February 11, 2021. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,725 nominations. Advisors in the Best-In-State Wealth Advisors list were judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. Forbes is a registered trademark of Forbes, Inc. All rights reserved. SHOOK Research ranking algorithms are based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as 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. Rankings are based on the opinions of SHOOK Research LLC. Neither SHOOK Research, Forbes, nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking.
6/3/2021