The Forbes 2025 list recognizes top women wealth advisors across the country.
MCLEAN, VIRGINIA / ACCESS Newswire / February 18, 2025 / Wendy Ann Payne, CDFA®, CEP®, of Centurion Wealth Management has been recognized in Forbes 2025 List of Top Women Wealth Advisors: Best-In-State. SHOOK Research, in collaboration with Forbes, released its list on February 11th, honoring women wealth advisors who meet the established selection criteria.
"Wow! I am truly honored and humbled by this recognition. It reflects the dedication and commitment my team and I bring to work every day. I am incredibly grateful for the support of my colleagues at Centurion, my family, and everyone who has been part of this journey. Thank you, Forbes, for this acknowledgment, and congratulations to all the incredible women recognized on this list!"
- Wendy Payne, 2/12/2025
The ranking is determined using an algorithm that evaluates both qualitative insights-gathered through surveys and interviews-and quantitative factors such as assets under management (AUM). Advisors selected for Forbes' 2025 Top Women Wealth Advisors Best-in-State ranking must have a minimum of seven years of experience, including at least one year at their current firm.
Candidates are evaluated based on criteria including revenue, production, client retention, and a proprietary "impact" metric that measures the difference advisors make in their clients' financial lives.
Out of 48,220 nominations, Centurion is proud to have Wendy recognized as one of this year's honorees. Her dedication to helping clients navigate their financial journeys and achieve long-term goals reflects Centurion's commitment to providing high quality financial services.
Congratulations Wendy!
Click here to view the list.
Centurion Wealth Management, LLC is a firm that offers comprehensive wealth management services for entrepreneurs, executives, and independent women. These services include investment analysis, tax and estate planning, cash flow analysis, retirement planning, and risk management. Centurion's advisory team works to help clients achieve financial security and reach their long-term goals.
To connect with Centurion Wealth's onboarding team, please email info@centurionwealth.com
FOR MEDIA INQUIRIES AND MORE INFORMATION ABOUT CENTURION, PLEASE CONTACT CENTURION AT TEAM@CENTURIONWEALTH.COM OR DIRECTLY AT (571) 765-1890. INVESTMENT ADVISORY SERVICES ARE OFFERED THROUGH CENTURION WEALTH MANAGEMENT, LLC, A REGISTERED INVESTMENT ADVISER.
Important Disclosures:
By clicking the link above, you will leave Centurion Wealth Management's website and enter a third-party site created, operated, and maintained by a different entity. Centurion Wealth Management does not verify, endorse, or imply any affiliation, sponsorship, or endorsement with the third party or its affiliates. The opinions expressed by the author(s) are solely their own and do not necessarily reflect those of Centurion Wealth Management.
Centurion Wealth Management, LLC Award Disclosures
Providing the testimonial above presents a conflict of interest in that the investment adviser has a relationship with the applicable individual. More specifically, this relationship involves Forbes conferring an award to Centurion Wealth Management, which our Co-Founder & Wealth Advisor, Wendy Payne, acknowledged and expressed gratitude for publicly.
The above-mentioned recognition/award was given on February 11th, 2025, based on the time period of January 1st, 2024 through September 30, 2024. It was provided by Forbes and SHOOK Research. Centurion Wealth Management has reasonable belief that the survey used to determine the award was fair and balanced. Clients and prospects should be aware that Centurion Wealth Management did not provide compensation to the provider for the rating/award. The Top Women Wealth Advisors Best-In-State is no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.
Contact Information
Centurion Wealth Management
team@centurionwealth.com
(571)-765-1890
SOURCE: Centurion Wealth Management, LLC
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