We are pleased to announce that Harlie Garcia, Managing Director, Owner of Millennium Private Wealth Tucson, Arizona was recently recognized on the Forbes’ Top Women Wealth Advisors Best In State 2024 List.
Five Wells Fargo & Company women were named to the national list and 178 were named to the state-by-state list – making it clear that the talent at our practice knows no bounds. To be recognized in our industry is a tremendous achievement!
2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.