Nichole D. Raftopoulos of Nvest Financial Group, LLC Honored as a Forbes’ Top Women Wealth Advisor
Kennebunk, ME (April 15, 2020) Nvest Financial Group, a leading provider of financial services with offices located in Kennebunk, ME, Portsmouth, NH and Boston, MA, announced that its President, Nichole D. Raftopoulos, CFP®, CDFA™, AIF®, MPAS℠, has been named a Forbes’ Top Women Wealth Advisor for 2020. The list is published on Forbes.com.
In 1995, Nichole began her career in the financial services industry before establishing Nvest in 2003. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary® and Master Planner in Advanced Studies, Nichole works closely with Nvest’s clients regarding all aspects of the personal financial life by taking a sincere and holistic approach. This approach helps educate clients through all steps of the planning process thereby allowing a person to make informed decisions and helping achieve financial security. Nichole attributes her comprehensive and holistic style to her success.
“I am humbled to be recognized for the fourth year in a row for this national honor”, states Nichole. “Of course, it takes a village and I’m so thankful for the Nvest team and all of the diligent work we do each day to guide our clients and their families with their financial matters.”
The ranking of Forbes’ Top Women Wealth Advisors1 is based on an algorithm of qualitative and quanti-tative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, assets under management, compliance records, industry experience, and best practices (gathered through telephone and in-person due–diligence inter-views). SHOOK Research, partnered with Forbes, employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 9,654 advisors were considered, and 1,000 (10.3 percent of candidates) were recognized. For the full methodology2 that Forbes developed in partnership with SHOOK Research, please visit https://bit.ly/2vA9MPr.
About Nvest Financial Group, LLC
Nvest Financial Group, LLC has been providing individuals and organizations with financial guidance since 2003. Located at 69 York Street, Suite 1, Kennebunk, ME 04043, Two International Drive, Suite 110, Portsmouth, NH 03801, and One Boston Place, Suite 2600, Boston MA 02108. For more information, please call 207-985-8585, or visit www.nvestfinancial.com.
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Financial Planning offered through Nvest Financial Group, LLC, a Maine & New Hampshire‐Licensed Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency.
1This recognition and the due–diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.