Two local Raymond James-affiliated financial advisors, Craigen Schoen, CFP®, and Trey Martin, AIF®, were recently named to the 2023 Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online April 4, 2023.
“I am thrilled to congratulate Craigen and Trey for this recognition,” said Brian Flemmer, Complex Manager. “This honor is a testament to their hard work, dedication, and commitment to delivering exceptional financial advice and services to our clients.”
Craigen Schoen, Managing Director, Investments, of the Schoen Capital Group of Raymond James, joined Raymond James in 2007 and has more than 32 years of experience in the financial services industry. He offers comprehensive investment management services, including capital management, retirement planning, estate and legacy planning and risk management. Schoen can be reached at 864.289.2164, online at schoencapitalgroup.com, or at his office at 112 Haywood Rd in Greenville.
Trey Martin, Managing Director and Senior Vice President, Investments, with Sage Capital Wealth Management of Raymond James, joined Raymond James in 2008 and has more than 29 years of experience in the financial services industry. He is responsible for institutional consulting and wealth management, working with both the public and private markets. Martin can be reached at 864.289.2160 or online at MySageWealth.com. He maintains offices at 349 East Main Street, Suite 201 in Spartanburg as well as at 112 Haywood Rd in Greenville.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Forbes Top Best-In-State Wealth Advisors The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
About Raymond James Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.17 trillion as of December 31, 2022. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
© 2023 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
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