Freestone Advisors recognized by Barron’s as Top 1200 Financial Advisors

Posted on

Congratulations to Erik Morgan and Bob Mellon for their recognition as top advisors in Washington State by Barron’s.

Barron’s recently published their 2019 list of Top 1200 Financial Advisors and Freestone’s Erik Morgan was recognized as the number #1 Advisor in Washington State. This is his 6th time receiving this designation, more than any other advisor in the state.

Bob Mellon was also recognized as a top advisor – this is his 6th time receiving this designation.

The rankings were based on data provided by over 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.

For more information about the award and Barron’s methodology, visit https://www.barrons.com/articles/barrons-top-advisors-methodology-1534541819

To read the full article, please click here.

Posted By: Freestone