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Fred Dawson, Wealth Manager, is the recipient of the 2026 Forbes Best-In-State Wealth Advisors award.
Fred Dawson, Wealth Manager, is the recipient of the 2024 FSI Advocacy Circle of Excellence Award.*
Dedicated To The Prudent Stewardship Of Our Clients' Wealth
2026 Forbes Top Wealth Advisors Best-in-State
The Forbes Top Wealth Advisors Best-in-State 2026 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 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of 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 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 52,043 nominations, roughly 11,302 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. Compensation provided for using the 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.
2026 Forbes Best-in-State Wealth Management Teams
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, 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 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. 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 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. 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. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
*FSI Advocacy Circle of Excellene Award 2024
The 2024 FSI Advocacy Circle of Excellence Award was released on 8/26/2024 and recognizes FSI members who are advocates for the independent financial services industry, demonstrating outstanding commitment to advancing advocacy priorities. Winners are determined based on engaging with FSI's advocacy activities throughout the year including: Meeting with legislators and regulators, Hosting a congressional event for FSI members, Providing hearing testimony, Responding to calls to action, Attending FSI Events, and Submitting op-eds in support of an FSI advocacy issue. Of the over 190,000 FSI affiliated advisors, 19 received the recognition in 2024. This ranking is based upon the period from 7/1/2023 to 7/15/2024 and was released on 8/26/2024. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of 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 the Financial Services Institute.