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Eric Worrell, Senior Vice President- Investment Officer with the Worrell Wealth Management Group of Wells Fargo Advisors and Peachtree City resident has been recognized as one of Georgia’s Best-In-State Next-Gen Advisor by Forbes. Eric was one of 44 advisors in the state recognized by Forbes. This is the third straight year of Forbes recognition for Eric.
“It’s an honor to be recognized by Forbes,” said Worrell. “As investment planning has become more complex, my top priority is to work with clients to develop recommendations that help give them confidence around all facets of their financial lives.” Eric attributes much of his success to the outstanding clients he has the privilege to serve as well as the years of counsel and training from his father and colleague, Ed Worrell. Worrell is also grateful for the support provided by his team members, client associates Kimberly Avery and Terry Colling.
Eric has more than 11 years of experience in the financial services industry. He received a BBA in Accounting from the University of Georgia’s Terry College of Business as well as an MBA from Georgia Technological Institute’s Scheller Business School. He is also a Chartered Retirement Planning Counselor (CRPC®).
The Forbes Best-In-State Next Gen Advisor ranking algorithm is based industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on ranking. Investment performance is not a criterion.
About Wells Fargo Advisors
With $1.7 trillion in client assets as of June 30, 2019, Wells Fargo Advisors provides investment advice and guidance to clients through 13,799 full-service financial advisors and referrals from 5,390 licensed bankers. This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of June 30, 2019. www.wellsfargoadvisors.com
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