We were thrilled to receive notification that Chuck Bean, CEO and Founder of Heritage Financial Services has been recognized as a member of Barron’s Financial Advisors Hall of Fame. This award honors a group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in 10 or more of Barron’s annual Top 100 Advisor rankings, and their continued commitment to excellence is a hopeful example for the industry to follow.
From the Barron’s announcement:
To get some perspective on what it means to appear to be on this list: 600,000 people carry licenses from FINRA, the brokerage industry’s regulator. About 300,000 identify specifically as financial advisors, and, of these, Barron’s estimates about 120,000 approach financial advice as a full-time vocation. By any measure, then, the 145 Hall of Fame advisors represent a tiny fraction of the best 1% of all advisors in the industry.”
Learn more about this recognition here: Barron’s Hall of Fame
Kristin Castner, CFA
At Heritage Kristin is responsible for overall marketing strategy, with a focus on communicating the firm's message to clients and prospects and creating outreach programs to engage clients, partners and prospective clients.
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