Darcie Guerin Named to Forbes’ Best-In-State Women Wealth Advisors List

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Darcie Guerin, CFP®, First Vice President, Regional Executive, of Guerin English Wealth Management located at 606 Bald Eagle Drive, Suite 401 Marco Island, Florida, was among the Raymond James-affiliated advisors named to the Forbes list of Best-in-State Women Wealth Advisors. The list, which recognizes advisors from national, regional, and independent firms, was released online February 8, 2024. 

The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an 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. Please visit https://www.forbes.com/lists/best-in-state-women-Guerin, who joined Raymond James in 2005, has more than 37 years of experience in the financial services industry. Darcie believes there is more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life to help you see the big picture and enable her to personalize a plan addressing every detail. 

To reach Guerin or the advisors at Guerin English Wealth Management of Raymond James, more information can be found at raymondjames.com/guerinenglishwm or by calling 239-389-1041.

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