Travis Boyer Named “Top Next-Gen Wealth Advisor” by Forbes

Parsec is proud to announce that Senior Financial Advisor Travis Boyer was recently recognized on Forbes’ 2021 list of “top next-gen wealth advisors.”

Boyer was ranked #129 of the 500 advisors listed. 3,389 individuals were considered for the ranking. Boyer was #4 of the nine advisors based in North Carolina.

Boyer managed $502 million in assets on behalf of his clients of the firm’s $3.9 billion in assets under management as of June 30, 2021.

“The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.”

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Read more about the methodology:

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