Thought leaders in the fields of wealth management and retirement plans, John Trapani and John Calvert have recently been featured in several industry publications.
We are pleased to announce that Partner and Private Wealth Advisor John Calvert III of Trapani, Calvert & Meyer Wealth Management & Insurance Services has been named for the second year in a row as one of the “2023, 2024 Best-in-State Wealth Advisors” by Forbes.
From the article:
“Recent bank failures at home and abroad are again putting recession fears front and center especially given the Federal Reserve’s resolve in raising interest rates to quell persistent inflation. The steady hand of a seasoned wealth advisor is needed now more than ever, as financial professionals everywhere double down to preserve and reallocate client assets. The 7,321 advisors on the Forbes/SHOOK Best-In-State Wealth Advisors list have a track record of success over time, collectively managing nearly $11 trillion in assets. Our rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.” READ MORE
Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes "Best-in-State Wealth Advisors" list (April 2023), research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Forbes "Best-in-State Wealth Advisors" list (April 2022), research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
We are so proud to be part of Northwestern Mutual, which has once again been named among the “Best Places to Work” in Los Angeles by the Los Angeles Business Journal. Working at Northwestern Mutual means working alongside inspiring people to make an impact in our communities. Thank you to the LABJ for recognizing us and to our entire team who truly make this a “Best Place to Work!”