BETHESDA, Md., April 21, 2023 (Newswire.com)
David B. Hurwitz, CFP®, CRPC®, CRPS®, RICP®, APMA®, BFA™, a Private Wealth Advisor with Ameriprise Financial in Bethesda, MD, was named to the list of “Best-in-State Wealth Advisors” published by Forbes. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism, and success in the business.
The rankings are based on data provided by thousands of the nation’s most productive advisors. Hurwitz was chosen based on assets under management, industry experience, compliance record and best practices in his practice and approach to working with clients.
Hurwitz graduated from Michigan State University with a degree in Finance. Hurwitz has 21 years of experience with Ameriprise Financial.
As a Private Wealth Advisor, Hurwitz provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. For more information, please contact David B. Hurwitz at 301-263-8509, visit the office at 4800 Montgomery Lane, Suite 620, in Bethesda, MD 20814 or check out his website David Hurwitz CFP, CRPC, CRPS, RICP, APMA in Bethesda, MD (ameripriseadvisors.com).
Visit forbes.com for additional information about Forbes.
Source: Forbes, “Best-in-State Wealth Advisors,” April 4, 2023.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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Source: Ameriprise Financial