Congratulations to our co-founder and managing partner Justin Terzo on being selected to the 2020 Forbes “Best-In-State Wealth Advisors” list1 . Justin is honored to be nationally recognized for the 3rd time by Forbes. This award recognizes the highest quality advisors around the country who have consistently proven a core competency in improving the lives of their clients.
“Lake Street is one of a handful of independent firms to have an advisor recognized on this list. Of the independent firms listed, the majority are long-standing RIAs in the country. Lake Street is on a very short list of newer firms to have an advisor receive this recognition,” says Justin Terzo, managing partner. “It has been incredibly productive and successful period since our team left Merrill. In just two short years, we have doubled in both advisor headcount and client assets under management. I speak for everyone at Lake Street when I say we can’t thank our loyal client base enough for their continued trust and confidence.”
1 Please refer to the full disclosure page for the source and selection criteria of this ranking. Full disclosures can be found here.