For many, 2022 marks the beginning of the return to life before Covid. Over the last 3 years, financial advisors have adjusted how they engaged their clients and prospects. In this post, we identify 51 social media savvy financial advisors who made Barron’s list of Top 100 Independent Advisors for 2022. Congratulations to the 51 social media savvy advisors who made it to this exclusive list this year!
1. Spuds Powell | Kayne Anderson Rudnick Investment Management
linkedin.com/in/spuds-powell | twitter.com/KARInvest | facebook.com/KayneAndersonRudnick
2. Charles C. Zhang | Zhang Financial
linkedin.com/in/charles-zhang-cfp | twitter.com/czhangcfp | facebook.com/ZhangFinancial
3. Richard Saperstein | Treasury Partners
linkedin.com/in/richardsaperstein1 | twitter.com/treaspart | facebook.com/treasurypartners
4. Valerie Newell | Mariner Wealth Advisors
linkedin.com/in/valerienewell | twitter.com/marinerwealth | facebook.com/MarinerWealthAdvisors
5. Randall Linde | Ameriprise Financial
linkedin.com/in/randylinde | twitter.com/Ameriprise | facebook.com/AGPWealthAdvisors
6. Robert Balentine | Balentine
linkedin.com/in/robert-balentine | twitter.com/balentweet | facebook.com/balentinellc
7. Jon Jones | Brighton Jones
linkedin.com/in/jon-jones | twitter.com/jdjones_5 | facebook.com/PersonalCFO
8. Charles Brighton | Brighton Jones
linkedin.com/in/charles-brighton | twitter.com/Brighton_Jones | facebook.com/PersonalCFO
9. David Kudla | Mainstay Capital Management
linkedin.com/in/david-kudla | twitter.com/David_Kudla | facebook.com/MainstayCapital
10. Frank Marzano | GM Advisory Group
linkedin.com/in/frank-marzano | twitter.com/gmadvisorygroup | facebook.com/gmadvisorygroup
11. Jeffrey Fratarcangeli | Fratarcangeli Wealth Management
linkedin.com/in/jeffrey-fratarcangeli | twitter.com/WFInvesting | facebook.com/WellsFargoAdvisors
12. Grant Rawdin | Wescott Financial Advisory Group
linkedin.com/in/grant-rawdin | twitter.com/WescottFin | facebook.com/WescottFin
13. Matthew Babrick | First Republic Investment Management
linkedin.com/in/matthew-d-babrick | twitter.com/MattBabrick | facebook.com/FirstRepublicBank
14. David Mabie | Chicago Capital
linkedin.com/in/david-mabie | twitter.com/ChiCapLLC | facebook.com/ChicagoCapital.net
15. Kenneth Moraif | Retirement Planners of America
linkedin.com/in/kenmoraif | twitter.com/kenmoraif | twitter.com/rpofamerica | facebook.com/RPofAmerica
16. Jonathan Kuttin | Ameriprise Financial
linkedin.com/in/jonathankuttin | twitter.com/Ameriprise | facebook.com/jonathan.kuttin
17. Holly Newman Kroft | Neuberger Berman
linkedin.com/in/holly-newman-kroft | twitter.com/hnewmankroft | twitter.com/NeubergerBerman | facebook.com/holly.n.kroft
18. Brenna Saunders | Creative Planning
linkedin.com/in/brenna-saunders | twitter.com/CPIWealth | facebook.com/creativeplanninginc
19. Salvatore Tiano | First Republic Investment Management
linkedin.com/in/saltiano | twitter.com/sal_tiano | facebook.com/FirstRepublicBank
20. Ryan Swartz | Creative Planning
linkedin.com/in/ryan-swartz | twitter.com/iamryanswartz | facebook.com/creativeplanninginc
21. Laila Pence | Pence Wealth Management
linkedin.com/in/lailapence | twitter.com/PenceWealth | facebook.com/lailacfp
22. Kimberlee Orth | Ameriprise Financial
linkedin.com/in/kimberleeorthcfp | twitter.com/Ameriprise | facebook.com/Orth-Financial-Group
23. Daniel Wilson | Ameriprise Financial
linkedin.com/in/danieltwilson | twitter.com/skyeburstwealth | facebook.com/SkyeburstWealth
24. Randy Carver | Carver Financial Services
linkedin.com/in/randy-carver | twitter.com/RaymondJames | facebook.com/Carver-Financial-Services-Inc
25. Gerard Klingman | Klingman & Associates
linkedin.com/in/gerard-klingman | twitter.com/gerardklingman | facebook.com/klingmanandAssociates
26. Andy Schwartz | Bleakley Financial Group
linkedin.com/in/andyschwartz-bleakley | twitter.com/bleakleygroup | facebook.com/LPLFinancialLLC
27. Daniel Roe | Budros, Ruhlin & Roe
linkedin.com/in/dan-roe | twitter.com/BudrosRuhlinRoe | facebook.com/BudrosRuhlinandRoe
28. Molly Rothove | Creative Planning
linkedin.com/in/molly-rothove | twitter.com/CPIWealth | facebook.com/creativeplanninginc
29. Paul West | Carson Wealth
linkedin.com/in/paul-west-cfp | twitter.com/paulwestcoach | facebook.com/carsonwealth
30. Joseph Jacques | Jacques Financial
linkedin.com/in/joseph-jacques | twitter.com/jacquesfinllc | facebook.com/JacquesFinancial
31. Ken Steeves | Creative Planning
linkedin.com/in/ken-steeves-jr | twitter.com/CPIWealth | facebook.com/creativeplanninginc
32. Matthew Somberg | Gottfried & Somberg Wealth Management
linkedin.com/in/matthew-somberg | twitter.com/matthewsomberg | facebook.com/GottfriedSomberg
33. Jordan Waxman | Nucleus Advisors
linkedin.com/in/jordanwaxman | twitter.com/jordanwaxman | facebook.com/HightowerAdvisors
34. Jessica Culpepper | Creative Planning
linkedin.com/in/jessicaculpepper | twitter.com/CPIWealth | facebook.com/creativeplanninginc
35. Charles S. Bean III | Heritage Financial Services
linkedin.com/in/charlesbean | twitter.com/heritagefin | facebook.com/HeritagefinancialNet
36. Scott Tiras | Ameriprise Financial
linkedin.com/in/scottbtiras | twitter.com/Ameriprise | facebook.com/tiraswealthmanagement
37. Stephen Thomas | Linden Thomas & Company
linkedin.com/in/stevethomas1 | twitter.com/LindenThomasAC | facebook.com/LindenThomasAndCompany
37. Dane Burkholder | Ameriprise Financial
linkedin.com/in/dane-burkholder | twitter.com/rwmgpa | facebook.com/rosevillewealth
38. Michael Chasnoff | Truepoint Wealth Counsel
linkedin.com/in/michaelchasnoff | twitter.com/TruepointWealth | facebook.com/Truepoint
39. Timothy Sutton | Creative Planning
linkedin.com/in/tim-sutton | twitter.com/CPIWealth facebook.com/creativeplanninginc
41. Jeffrey Grinspoon | VWG Wealth Management
linkedin.com/in/jeff-grinspoon-cfp | twitter.com/VWGWealthMgmt | facebook.com/VWGWealthManagement
42. Robert Fragasso | Fragasso Financial Advisors
linkedin.com/in/robertfragasso | twitter.com/FragassoAdvisor | facebook.com/FragassoAdvisors
43. Van Pearcy | Van Pearcy’s Wealth Services Team | Raymond James
linkedin.com/in/van-pearcy | twitter.com/vanpearcyfinc | facebook.com/RaymondJames
44. Patti Brennan | Key Financial
linkedin.com/in/keyfinancialinc | twitter.com/KeyFinInc | facebook.com/KeyFinancialInc
45. Jay Beebe | Creative Planning
linkedin.com/in/jay-beebe-cfp | twitter.com/CPIWealth | facebook.com/creativeplanninginc
46. Matthew Dillig | The Dillig Bowen Group | Hightower
linkedin.com/in/matt-j-dillig | twitter.com/HightowerAdvsor | facebook.com/HightowerAdvisors
47. Duncan Rolph | Miracle Mile Advisors
linkedin.com/in/duncanrolph | twitter.com/mirmileadvisors | facebook.com/MirMileAdvisors
48. Colin Higgins | Summitry
linkedin.com/in/colin-higgins | twitter.com/SummitryLLC | facebook.com/summitryllc
49. Darrell Pennington | Ameriprise Financial
linkedin.com/in/darrellpennington | twitter.com/Ameriprise | facebook.com/penningtonwealthmanagement
50. Diane Compardo | Moneta
linkedin.com/in/diane-compardo | twitter.com/monetagroup | facebook.com/CompardoWienstroerConradJanes
51. Erin Scannell | Ameriprise Financial
linkedin.com/in/erinscannell | twitter.com/Ameriprise | facebook.com/HeritageWealthAdvisors
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