Jeff Joiner, Vice President, Private Wealth Advisor of FNB Investment Services, a division of Farmers National Bank, was among the Raymond James affiliated advisors recently named to the Forbes list of Top Best-in-State Wealth Advisors.  The list, which recognizes advisors from national, regional, and independent firms, was released online.

The Forbes’ Top Wealth Advisors Best-in-State 2024 ranking, 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.  This ranking is based upon the period from June 30, 2022 to June 30, 2023 and was released in April 2024.

Those advisors that are considered to have a minimum of seven years of 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.  Portfolio performance is not a criteria due to varying client objectives and lack of audited data.

Out of approximately 42,108 nominations, roughly 8,500 advisors received the award.  This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.

Joiner, who joined Raymond James in 2007, has more than 30 years of experience in the financial services industry.

FNB Investment Services is located at 306 W Main Street, Danville.  More information can be found at FNBInvestmentServices.com or by calling 859-238-0606.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by bank insurance, the FDIC, or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. FNB Investment Services and Farmers National Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high net-worth individuals, families, and organizations.