Awards and Honors, Business

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!

"I am proud of the Legacy Wealth team and their commitment to serving our clients. The team views them as family and handles their finances with all the care they would their own," said Seth Pietrini, COO at Legacy Wealth Advisors.

"Our purpose is to guide, educate, and give confidence to our clients, and I am inspired to see our team do that every day. They are honored to receive this award," he added.

Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

Fernando S. Ereneta has previously appeared on the top industry recognition for the Forbes Best-in-State Wealth Advisors in 2018, 2019, 2020, 2021, 2022, and 2023. The team also won this award in 2023, the first year of the "Team" award.

The Forbes/SHOOK Best-In-State Wealth Management Teams ranking, developed by SHOOK Research, is based on an algorithm that looks at criteria such as service models, investing process, team construct, skill sets, etc. Also factors like revenue trends, assets under management, compliance records. Research also consists of qualitative criteria, including telephone, virtual and in-person interviews.

For the full list and further information visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

The 2024 Forbes ranking of America's Top Wealth Management Teams Best-In-State, 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 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that 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 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' 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 see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

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 that 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 that 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 individual clients' 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.

RELATED LINKS:

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Fernando.Ereneta

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Justin.Ancona

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Jennifer.Secola

Related link: https://www.raymondjames.com/legacywealthadvisorsil

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the sixth year in a row – in Illinois

WARRENVILLE, Ill. -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list!

The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms: https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97

"For the sixth year in a row, I've been named as one of Forbes' Best in State advisors for Illinois. I'm grateful for the many families we have served, some relationships for over 20 years," said Fernando S. Ereneta, CFP®.

He added, "This award is a testament to the clients who have placed their trust in us, as well as the entire Legacy Wealth team, that has continued to grow and develop in order to serve clients better every day. We view our clients as extended family and look at awards like this, as simply a reminder of the ways in which we have been able to guide clients in their financial journeys."

The Legacy Wealth Advisors team has also recently been named to the Forbes Best-in-State Wealth Management Teams Lists, and includes Financial Advisors, Fernando S. Ereneta, CFP®, Justin Ancona, CFP® & Jennifer Secola, CFP®.

Fernando Ereneta, CFP®

Private Wealth Advisor

Registered Principal, RJFS, Inc.

CEO, Legacy Wealth Advisors

Legacy Wealth Advisors

4200 Cantera Drive | Suite 221 | Warrenville, IL 60555

630-791-9226 (Phone/Fax)

fernando.ereneta@raymondjames.com

www.legacywealthadvisorsil.com

Securities offered through Raymond James Financial Services, Inc., member FINRA/SPIC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(tm), 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.

Forbes Top Wealth Advisors Best-In-State (2023)

The Forbes America's Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors' location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' 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 see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

2023 Forbes America's Top Wealth Management Teams Best-in-State

The 2023 Forbes ranking of America's Top Wealth Management Teams Best-In-State, 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 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that 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 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' 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 see https://www.forbes.com/lists/list-directory/#470ac626b274 for more info.

About Raymond James Financial Services

As of 12/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.17 trillion. Additional information is available at raymondjames.com.

Related link: https://www.raymondjames.com/legacywealthadvisorsil

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles

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! "This recognition is owed to the clients that place their trust in the team to serve them. It also further reinforces the teams' commitment to providing clients with a comprehensive and customized best-in-class wealth management experience," said Seth Pietrini, COO at Legacy Wealth Advisors.

"The Legacy Wealth Advisors Wealth Management team is inspired and grateful to serve multi-generational clients and their families, and I am proud to see the team receive this prestigious award', he added.

Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

Fernando S. Ereneta has previously appeared on the top industry recognition for the Forbes Best-in-State Wealth Advisors in 2018, 2019, 2020, 2021, and 2022.

The Forbes/SHOOK Best-In-State Wealth Management Teams ranking, developed by SHOOK Research, is based on an algorithm that looks at criteria such as service models, investing process, team construct, skill sets, etc. Also factors like revenue trends, assets under management, compliance records. Research also consists of qualitative criteria, including telephone, virtual and in-person interviews.

For the full list and further information visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

Seth Pietrini

COO, Legacy Wealth Advisors

Office Manager, RJFS

Raymond James Financial Services, Inc.

Member FINRA/SIPC

4200 Cantera Drive, Suite 221

Warrenville, IL 60555

630-791-9226 (Phone/Fax)

seth.pietrini@raymondjames.com

www.legacywealthadvisorsil.com

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

About Raymond James Financial Services As of 10/31/2022:

Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.15 trillion. Additional information is available at raymondjames.com.

Advisors: Fernando S. Ereneta, CFP(r), Justin Ancona, CFP(r), Jennifer Secola, CFP(r)

200 Cantera Drive, Suite 221 | Warrenville, IL 60555

O: 630.791.9226 | F: 630-791-9233 | www.legacywealthadvisorsil.com

The 2023 Forbes ranking of America's Top Wealth Management Teams Best-In-State, 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 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that 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 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' 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 see https://www.forbes.com/lists/list-directory/#470ac626b274 for more info.

RELATED LINKS:

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Fernando.Ereneta

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Justin.Ancona

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Jennifer.Secola

Related link: https://www.raymondjames.com/legacywealthadvisorsil

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fifth year in a row – in Illinois

WARRENVILLE, Ill. -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

Learn more: https://www.forbes.com/best-in-state-wealth-advisors/#44149722291d

"For the fifth year in a row, I've been named as one of Forbes' Best in State advisors - in Illinois. We want to Go BIG - begin in gratitude and thank you, the client for this recognition. Legacy Wealth Advisors wouldn't be here without you," said Fernando S. Ereneta, CFP®.

He added, "We're so grateful to you for trusting us to serve you and your families. I am also grateful to God for each member of the team that serves you."

In gratitude to our clients' continued faith and trust in us - Fernando and the team wanted to pay this forward.

The practice made charitable donations to help Ukrainian refugees. Charitable donations were made to Samaritan's Purse, KBC Ministries, and World Vision. The donations approximate $100 per client. Fernando said, "These charities have boots on the ground in Poland, Moldova and Romania and are helping refugees from Ukraine with food, shelter and medicine."

Fernando hopes that others will be inspired to give and pay it forward as well.

He is grateful that he can help others and serve his clients.

Fernando S. Ereneta, CFP®
Registered Principal, Raymond James Financial Services, Inc.
CEO, Legacy Wealth Advisors
Raymond James Financial Services, Inc.
Member FINRA/SIPC
4200 Cantera Drive, Suite 221
Warrenville, IL 60555
630-791-9226
888-563-5524 (Toll Free)
630-791-9233 (Fax)
fernando.ereneta@raymondjames.com
http://www.legacywealthadvisorsil.com/

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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 ranking of Best-In-State Wealth Advisors

Data provided by SHOOK™ Research, LLC.

Source: Forbes.com (April 2022)

The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that 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 that 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 34,925 nominations, more than 6,550 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 individual clients' 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/best-in-state-wealth-advisors/ for more info.

About Raymond James Financial Services

As of 12/31/2021. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion. Additional information is available at https://www.raymondjames.com/.

Related link: https://www.raymondjames.com/legacywealthadvisorsil

This news story was published by the Neotrope® News Network - all rights reserved.

Awards and Honors, Business, Free News Articles

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in Illinois

WARRENVILLE, Ill. -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list!

The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms. https://www.forbes.com/best-in-state-wealth-advisors/#769783fa291d

"For the fourth year in a row, we've been named as one of Forbes' Best in State advisors - in Illinois. We want to Go BIG-begin in gratitude and thank you, the client for this recognition. Legacy Wealth Advisors wouldn't be here without you," said Fernando S. Ereneta, CFP®.

He added, "We are grateful every day that you let us guide and serve you and your Family. I am also grateful to God for each member of the team that serves you."

In gratitude to our clients' continued faith and trust in us - Fernando and the team wanted to pay this forward.

The practice made charitable donations to Doctors Without Borders and Christian Medical and Dental Association (CMDA). The donations approximate $100 per client. Fernando said, "These organizations are making a difference in people's lives here, near and far." He is in awe of the selfless doctors, nurses, and other medical professionals who are on the front lines of the pandemic, dedicating their lives to care for those battling COVID.

Fernando believes that it really puts it all into perspective. He said, "The medical professionals and front-line workers are doing the hard work - so we can maintain some sense of normalcy in our lives during these uncertain times."

We are grateful for them - and we're grateful for you.
Thank you.

Fernando S. Ereneta, CFP®
Registered Principal, Raymond James Financial Services, Inc.
CEO, Legacy Wealth Advisors

Raymond James Financial Services, Inc.
Member FINRA/SIPC
4200 Cantera Drive, Suite 221
Warrenville, IL 60555
630-791-9226
888-563-5524 (Toll Free)
630-791-9233 (Fax)
fernando.ereneta@raymondjames.com
http://www.legacywealthadvisorsil.com/

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(tm), 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 ranking of Best-In-State Wealth Advisors

Data provided by SHOOKTM Research, LLC.

Source: https://www.forbes.com/?sh=7879ffcc2254 (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' 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. For more information: https://www.shookresearch.com/.

About Raymond James Financial Services

As of 12/31/2020. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE: RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at https://www.raymondjames.com/.

Related link: https://www.raymondjames.com/legacywealthadvisorsil

This news story was published by the Neotrope® News Network - all rights reserved.