March 21, 2019  

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Southern Miss Alumnus Named to Forbes List of Top Next-Generation Wealth Advisors

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Brady Raanes

Brady Raanes, CFA, CFP®, CMT, Director of Investment Strategy at Raanes Capital Advisors and financial advisor with Raymond James Financial Services, was recently named to the Forbes list of America’s Top Next-Generation Wealth Advisors, which recognizes advisors from national, regional and independent firms.

Raanes, a University of Southern Mississippi graduate, was the only advisor in Mississippi to earn this recognition in 2018.

“I consider it an honor to be ranked among our country’s top next-generation wealth advisors,” Raanes said. “To be Mississippi’s only representative in such an elite group is humbling.”

The Forbes ranking of “America’s Top Next-Generation Wealth Advisors,” developed by Shook Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of four years of experience and weighing factors like telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, and firm nominations. It also weighs quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor Shook receives a fee in exchange for rankings.*

Raanes and the team at Raanes Capital Advisors, who manage more than $130 million in client assets, offer clients a broad scope of experience and asset management resources.  The team works closely with clients to understand unique circumstances with a focus on minimizing portfolio risk.  Raanes Capital Advisors specializes in working with health care professionals and educators as well as current retirees.  They can be reached at 601-450-6650 or found online at raanescapitaladvisors.com.

Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, at 22 Millbranch Road, Suite 500, Hattiesburg, MS 39402.