Dudley Barnes, financial advisor of Barnes Pettey Financial Advisors, was among the Raymond-James-affiliated 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 Feb. 11.
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.
Barnes, who joined Raymond James in 1976, has more than 45 years of experience in the financial services industry.