Forbes Best-in-State Wealth Management Teams

June 9, 2025

Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025

WARRENVILLE, Ill. — Raymond James Financial Services is pleased to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025, marking 3 straight years of recognition in this prestigious national ranking….

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January 9, 2024

Legacy Wealth Advisors has been named to the 2nd annual Forbes 2024 Best-in-State Wealth Management Teams list

WARRENVILLE, Ill. — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the 2nd annual Forbes Best-in-State Wealth Management Teams list* for 2024! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola….

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February 1, 2023

Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Management Teams List – in Illinois

WARRENVILLE, Ill. — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola….

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