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Mark Deering Named to Forbes’ List of Top Wealth Advisors

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Mark Deering Named to Forbes’ List of Top Wealth Advisors

Nashville, TN – Mark Deering, a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Raymond James Financial Services, member FINRA/SIPC, was among the advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 15, 2018.

“It’s a privilege to congratulate Mark on this outstanding achievement,” said Scott Curtis, president of Raymond James Financial Services. “It’s a testament not only to the success of Mark’s business but also his professionalism and commitment to clients.”

The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years’ 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. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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.

Deering, whose office is located at 720 Cool Springs Blvd, Suite 100, Franklin, TN, has more than a decade of experience in the financial services industry and specializes in pre-retirement and retirement wealth planning.

About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,500 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Total client assets are $750 billion.

About Forbes ranking of Best-In-State Wealth Advisors

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, 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 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.  Investment Advisory Services offered through Southwestern Investment Advisory Services, Inc. an independent registered investment adviser. Southwestern Investment Group and Deering Wealth Team are not registered broker/dealers, and are independent of Raymond James Financial Services.

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Katie Argotsinger
katie.argotsinger@raymondjames.com

Katie Argotsinger is a CERTIFIED FINANCIAL PLANNER™ professional and works with clients alongside Mark in their team approach to providing sound, comprehensive planning for clients. Her financial planning expertise allows her to plan and prepare a financial plan tailored to each client’s personal financial objectives and goals. Outside of work, Katie enjoys running, hiking, volunteering, attending concerts and exploring Nashville.



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