CHRISTOPHER T. SPIRES NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS
Bluffton, SC– Christopher T. Spires, Senior Vice President, Investments, Managing Director, Coastal States Wealth Management of Raymond James, located at 28 Promenade Street, 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 February 11, 2021.
The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights 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.
Christopher T. Spires, who joined Raymond James in 2008, has more than 20 years of experience in the financial services industry.
– Financial Planning
– Retirement Planning
– Investment Strategy
– Estate And Charitable Planning
LET’S UNCOVER THE POSSIBILITY
OF WORKING TOGETHER
OUR TEAM OF ADVISORS
Our Coastal States Wealth Management Services include:
Our distinctive service isn’t the exception; it’s the rule.
Being our clients’ advisors for life means offering a comprehensive range of services to help meet their financial planning and wealth management needs including:
- Striving to minimizing tax liabilities,
- Optimizing corporate benefits,
- Providing for business successions,
- Supporting charitable organizations, and
- Being prepared for the unexpected, such as illness or disability.
- Our recommendations are soundly based on industry-leading market research and analyses from nationally recognized professionals. We use state-of-the-art investment technology to design and manage our clients’ accounts. By applying the latest financial planning simulations and investment models, we can prepare a variety of “what if” scenarios to help frame our recommendations. Our technology also facilitates clear, concise reporting that enables clients to readily track and evaluate the progress of their investments.
In addition, our longevity in the industry has enabled us to create a wide array of business relationships. This extensive professional network gives us valuable insights into money management resources, products and services for our clients.
To reach Christopher T. Spires, or the advisors at Coastal State Wealth Management of Raymond James, more information can be found at https://www.raymondjames.com/coastalstateswm or by calling 843-949-3040.
About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.
Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.
About Raymond James & Associates
As of 12/31/2020. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 58 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at raymondjames.com.
