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

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

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.

To read the full article, please click here.

Posted By: Freestone