51 social media savvy wealth managers who made Barron’s Top 100 in 2022 – Social Media Marketing for Financial Services Ecosystem

51 social media savvy wealth managers who made Barron’s Top 100 in 2022 - Social Media Marketing for Financial Services Ecosystem
Categories: Affiliate marketing, Affiliate programs

For many, 2022 marks the beginning of the return to life before Covid. Over the last 3 years, financial advisors have adjusted how they engaged their clients and prospects.  In this post, we identify 51 social media savvy financial advisors who made Barron’s list of Top 100 Independent Advisors for 2022.  Congratulations to the 51 social media savvy advisors who made it to this exclusive list this year!

1. Spuds Powell | Kayne Anderson Rudnick Investment Management
linkedin.com/in/spuds-powell | twitter.com/KARInvest | facebook.com/KayneAndersonRudnick


2. Charles C. Zhang | Zhang Financial
linkedin.com/in/charles-zhang-cfp | twitter.com/czhangcfp | facebook.com/ZhangFinancial


3. Richard Saperstein | Treasury Partners
linkedin.com/in/richardsaperstein1 | twitter.com/treaspart | facebook.com/treasurypartners


4. Valerie Newell | Mariner Wealth Advisors
linkedin.com/in/valerienewell | twitter.com/marinerwealth | facebook.com/MarinerWealthAdvisors


5. Randall Linde | Ameriprise Financial
linkedin.com/in/randylinde | twitter.com/Ameriprise | facebook.com/AGPWealthAdvisors


6. Robert Balentine | Balentine
linkedin.com/in/robert-balentine | twitter.com/balentweet | facebook.com/balentinellc


7. Jon Jones | Brighton Jones
linkedin.com/in/jon-jones | twitter.com/jdjones_5 | facebook.com/PersonalCFO


8. Charles Brighton | Brighton Jones
linkedin.com/in/charles-brighton | twitter.com/Brighton_Jones | facebook.com/PersonalCFO


9. David Kudla | Mainstay Capital Management
linkedin.com/in/david-kudla | twitter.com/David_Kudla | facebook.com/MainstayCapital


10. Frank Marzano | GM Advisory Group
linkedin.com/in/frank-marzano | twitter.com/gmadvisorygroup | facebook.com/gmadvisorygroup


11. Jeffrey Fratarcangeli | Fratarcangeli Wealth Management
linkedin.com/in/jeffrey-fratarcangeli | twitter.com/WFInvesting | facebook.com/WellsFargoAdvisors


12. Grant Rawdin | Wescott Financial Advisory Group
linkedin.com/in/grant-rawdin | twitter.com/WescottFin | facebook.com/WescottFin

13. Matthew Babrick | First Republic Investment Management
linkedin.com/in/matthew-d-babrick | twitter.com/MattBabrick | facebook.com/FirstRepublicBank


14. David Mabie | Chicago Capital
linkedin.com/in/david-mabie | twitter.com/ChiCapLLC | facebook.com/ChicagoCapital.net


15. Kenneth Moraif | Retirement Planners of America
linkedin.com/in/kenmoraif | twitter.com/kenmoraif | twitter.com/rpofamerica | facebook.com/RPofAmerica


16. Jonathan Kuttin | Ameriprise Financial
linkedin.com/in/jonathankuttin | twitter.com/Ameriprise | facebook.com/jonathan.kuttin


17. Holly Newman Kroft | Neuberger Berman
linkedin.com/in/holly-newman-kroft | twitter.com/hnewmankroft | twitter.com/NeubergerBerman | facebook.com/holly.n.kroft

18. Brenna Saunders | Creative Planning
linkedin.com/in/brenna-saunders | twitter.com/CPIWealth | facebook.com/creativeplanninginc


19. Salvatore Tiano | First Republic Investment Management
linkedin.com/in/saltiano | twitter.com/sal_tiano | facebook.com/FirstRepublicBank


20. Ryan Swartz | Creative Planning
linkedin.com/in/ryan-swartz | twitter.com/iamryanswartz | facebook.com/creativeplanninginc


21. Laila Pence | Pence Wealth Management
linkedin.com/in/lailapence | twitter.com/PenceWealth | facebook.com/lailacfp


22. Kimberlee Orth | Ameriprise Financial
linkedin.com/in/kimberleeorthcfp | twitter.com/Ameriprise | facebook.com/Orth-Financial-Group


23. Daniel Wilson | Ameriprise Financial
linkedin.com/in/danieltwilson | twitter.com/skyeburstwealth | facebook.com/SkyeburstWealth


24. Randy Carver | Carver Financial Services
linkedin.com/in/randy-carver | twitter.com/RaymondJames | facebook.com/Carver-Financial-Services-Inc


25. Gerard Klingman | Klingman & Associates
linkedin.com/in/gerard-klingman | twitter.com/gerardklingman | facebook.com/klingmanandAssociates


26. Andy Schwartz | Bleakley Financial Group
linkedin.com/in/andyschwartz-bleakley | twitter.com/bleakleygroup | facebook.com/LPLFinancialLLC

27. Daniel Roe | Budros, Ruhlin & Roe
linkedin.com/in/dan-roe | twitter.com/BudrosRuhlinRoe | facebook.com/BudrosRuhlinandRoe


28. Molly Rothove | Creative Planning
linkedin.com/in/molly-rothove | twitter.com/CPIWealth | facebook.com/creativeplanninginc


29. Paul West | Carson Wealth

linkedin.com/in/paul-west-cfp | twitter.com/paulwestcoach | facebook.com/carsonwealth



30. Joseph Jacques  |  Jacques Financial

linkedin.com/in/joseph-jacques | twitter.com/jacquesfinllc | facebook.com/JacquesFinancial


31. Ken Steeves | Creative Planning
linkedin.com/in/ken-steeves-jr | twitter.com/CPIWealth | facebook.com/creativeplanninginc


32. Matthew Somberg | Gottfried & Somberg Wealth Management
linkedin.com/in/matthew-somberg | twitter.com/matthewsomberg | facebook.com/GottfriedSomberg


33. Jordan Waxman | Nucleus Advisors
linkedin.com/in/jordanwaxman | twitter.com/jordanwaxman | facebook.com/HightowerAdvisors



34. Jessica Culpepper | Creative Planning

linkedin.com/in/jessicaculpepper | twitter.com/CPIWealth | facebook.com/creativeplanninginc


35. Charles S. Bean III | Heritage Financial Services
linkedin.com/in/charlesbean | twitter.com/heritagefin | facebook.com/HeritagefinancialNet


36. Scott Tiras | Ameriprise Financial
linkedin.com/in/scottbtiras | twitter.com/Ameriprise | facebook.com/tiraswealthmanagement


37. Stephen Thomas | Linden Thomas & Company
linkedin.com/in/stevethomas1 | twitter.com/LindenThomasAC | facebook.com/LindenThomasAndCompany


37. Dane Burkholder | Ameriprise Financial
linkedin.com/in/dane-burkholder | twitter.com/rwmgpa | facebook.com/rosevillewealth



38. Michael Chasnoff | Truepoint Wealth Counsel

linkedin.com/in/michaelchasnoff | twitter.com/TruepointWealth | facebook.com/Truepoint



39. Timothy Sutton | Creative Planning

linkedin.com/in/tim-sutton | twitter.com/CPIWealth facebook.com/creativeplanninginc



41. Jeffrey Grinspoon | VWG Wealth Management

linkedin.com/in/jeff-grinspoon-cfp | twitter.com/VWGWealthMgmt | facebook.com/VWGWealthManagement



42. Robert Fragasso | Fragasso Financial Advisors

linkedin.com/in/robertfragasso | twitter.com/FragassoAdvisor | facebook.com/FragassoAdvisors



43. Van Pearcy | Van Pearcy’s Wealth Services Team | Raymond James

linkedin.com/in/van-pearcy | twitter.com/vanpearcyfinc | facebook.com/RaymondJames



44. Patti Brennan | Key Financial

linkedin.com/in/keyfinancialinc | twitter.com/KeyFinInc | facebook.com/KeyFinancialInc


45. Jay Beebe | Creative Planning

linkedin.com/in/jay-beebe-cfp | twitter.com/CPIWealth | facebook.com/creativeplanninginc



46. Matthew Dillig | The Dillig Bowen Group | Hightower

linkedin.com/in/matt-j-dillig | twitter.com/HightowerAdvsor | facebook.com/HightowerAdvisors



47. Duncan Rolph | Miracle Mile Advisors

linkedin.com/in/duncanrolph | twitter.com/mirmileadvisors | facebook.com/MirMileAdvisors



48. Colin Higgins | Summitry

linkedin.com/in/colin-higgins | twitter.com/SummitryLLC | facebook.com/summitryllc

49. Darrell Pennington | Ameriprise Financial
linkedin.com/in/darrellpennington | twitter.com/Ameriprise | facebook.com/penningtonwealthmanagement

50. Diane Compardo | Moneta
linkedin.com/in/diane-compardo | twitter.com/monetagroup | facebook.com/CompardoWienstroerConradJanes

51. Erin Scannell | Ameriprise Financial
linkedin.com/in/erinscannell | twitter.com/Ameriprise | facebook.com/HeritageWealthAdvisors

This content was originally published here.

«
»

    Leave a Reply

    Your email address will not be published.