Barron’s recently published its 2020 list of Top 1200 Financial Advisors and Freestone’s Erik Morgan was recognized as the number #1 Advisor in Washington State. This is his 7th time receiving this designation.
Bob Mellon was also recognized as a top advisor – this is his 8th time receiving this designation.
The rankings were based on data provided by around 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
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