Vertich named to Forbes 2023 list of Best-In-State Wealth Advisors

FORT MYERS, Fla. – Corey Vertich, CFP®, founding principal with Uhler and Vertich Financial Planners was selected by Forbes magazine for its annual list of Best-In-State Wealth Advisors, which recognizes advisors from national, regional, and independent firms.

The Forbes ranking, 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. Advisors considered for the list have at least seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices with their approach to working with clients.

A graduate of Barry University School of Business in Miami, Vertich began his financial planning career in 1989 and became a CFP®, CERTIFIED FINANCIAL PLANNER™ professional in 1994. He is the president of the Southwest Florida Symphony Endowment Foundation board of directors, and a board member for the United Way of Lee, Hendry and Glades. Vertich has served as president of the local chapters of the Institute of Certified Financial Planners and Financial Planning Association of Southwest Florida. He was also charter president of the Kiwanis Club of Iona McGregor. Vertich is an Eagle Scout and a life member of the National Eagle Scout Association.

About Uhler and Vertich Financial Planners
Uhler and Vertich Financial Planners, an independent registered investment advisory firm founded in 2002, is dedicated to the success of its clients’ personal, family, financial, and charitable goals. The firm’s advisors assist families in becoming and remaining financially independent with comprehensive plans designed to maximize income, minimize taxes, protect against the unexpected, and provide for the efficient transfer of accumulated wealth. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the team, located at 1510 Royal Palm Square Blvd. #103 in Fort Myers, visit www.uhlerandvertich.com or call 239-936-6300.

Investment advisory services are offered through Uhler and Vertich Financial Planners. Uhler and Vertich Financial Planners is not a registered broker/dealer and is independent of Raymond James Financial Services.

Forbes Top Wealth Advisors Best-In-State (2023)
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, 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. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisers nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisers throughout the United States, Canada and overseas. Total client assets are $1.17 trillion as of March 31, 2022. Additional information is available at www.raymondjames.com.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.