Alex Myers, CFP, of Kairos Wealth Advisors of Raymond James, Westminster, has been named to Forbes' list of America's Top Next-Generation Wealth Advisors for the second consecutive year. In 2018, Myers ranked number 277 out of 1,000 named advisors and over 23,000 total nominations. Myers leads a team of six professionals who serve retirees, business owners, widows and young professionals with holistic financial planning. He has been serving clients in Carroll County and beyond since 2004.
The Forbes ranking of "America's Top Next-Generation Wealth Advisors," developed by Shook Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of four years of experience and weighing factors like telephone and in-person interviews, client retention, industry experience, credentials, client service models, review of compliance records, firm nominations and quantitative criteria, such as: assets under management and revenue generated for their firms.