ROCKVILLE, MD -- The Barrons 2023 Top Advisor Rankings by State has been released and Robert Collins from our firm has been named to this prestigious list. Bob has been recognized as top wealth advisors in Maryland.
These lists are designed to recognize advisors who have demonstrated a track record of success and growth across the various skill sets it takes to be a wealth advisor. Each list is decided by multivariate analysis, weighing a variety of factors across thousands of firms. To read more about the methodology here.
Bob, a veteran experienced financial advisor, has successfully guided numerous clients towards their financial aspirations. He exemplifies the core values of XML by showcasing empathy and genuine concern for his clients. Alongside his dedication to exceptional customer service, Bob's extensive knowledge in investment management, retirement planning, and estate planning has rightfully secured his place on this year's prestigious list.
Congratulations to Bob on this distinguished recognition - we’re proud to have you leading the CIG team!
Awards Disclosure - The Barron’s Top 1,200 Financial Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. XML Financial pays licensing fees for the use of official logos and advisor awards profiles in digital media formats.
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