Parsec is proud to announce that Roger A. James was recently recognized on Forbes’ 2021 list of best-in-state wealth advisors. Roger is a partner at Parsec and serves as Parsec’s director of trust.
Of the 56 financial advisors recognized in WNC, Roger was ranked the #1 advisor from Asheville.
Forbes’ lists are curated by SHOOK™ Research, which is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking.
They received more than 32,000 nominations and roughly half were invited to complete the survey. From there SHOOK™ researchers conducted more than 15,000 telephone interviews, virtual meetings and in-person interviews with finalists.
Per their website, “Every advisor is assigned values on key quantitative and qualitative metrics, including a SHOOK Impact rating. Quantitative factors include revenues, revenue trends, and assets under management. The quantitative and qualitative criteria we measure are assigned numerical values. Mathematically, each advisor is indexed against all other advisors, and an algorithm assigns ratings for each advisor, and a ranking is modeled.”
Tracy Clark, Head of Marketing