Local Wealth Manager Named to 2022 Forbes Best-in-State, Forbes Top Women Wealth Advisors Lists

Forbes recently announced that Shari Burnum, CEO of Investor’s Resource located in Madison, has been recognized on both the Forbes Best-in-State Wealth Advisors and the Forbes Top Women Wealth Advisors in the state of Alabama.  

The Forbes Best-in-State Wealth Advisors awards help to level the playing field between states with large, affluent populations and others, such as Alabama, that do not.

When comparing the online lists of these two award categories, the Forbes Top Women Wealth Advisors Best-in-State award is an even smaller list of women than the Best-in-State.

“It is an honor to be validated for business and personal excellence. Forbes states that their methodology includes both the number of assets managed by an advisor and qualitative factors such as quality client relationships and business practices,” says Shari Burnum, CEO of Investor’s Resource.

For Burnum, these awards also help her stand out in a field often dominated by male advisors. 

“To be a female advisor in a male-dominated field and be recognized by Forbes is quite an honor. None of this would be possible without our Investor’s Resource local team and our relentless commitment to meeting the lifetime changing needs of our clients,” says Burnum. 

For more information, please contact Shari Burnum at shari@invresource.com