Forbes Recognizes Ward Keever and Team as a Best-In-State Wealth Advisor in 2022
Wilmington, DE — April 26, 2022 — Forbes has recently recognized G. Ward Keever IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA, President and CEO of Covenant Wealth Strategies and his team as a 2022 Best-In-State Wealth Advisor. This is the team's second year being recognized by Forbes.
According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention, nominations and assets under management.
“On behalf of LPL, I’m thrilled to congratulate Ward and his team for this distinguished industry recognition from Forbes,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “With more than 32 years in the financial service industry, Ward has become an experienced source of knowledge and support for clients of Covenant Wealth Strategies. As a top advisor in DE, Ward is harnessing the value of the independent model to provide a differentiated client experience and most importantly, help make a meaningful impact in the lives of clients.”
“We are honored to be recognized by Forbes. We are thankful for the opportunity and would like to express our sincere appreciation to our clients who make such recognition possible," said Ward.
About Covenant Wealth Strategies
Covenant Wealth Strategies offers independent and comprehensive financial planning and investment strategies. The team at Covenant Wealth Strategies is a catalyst, striving to build financial security, see dreams fulfilled and create enduring legacies.
Please contact our Covenant Wealth Strategies' office at 302.234.5655 or firstname.lastname@example.org if you are interested in learning more about how we can serve your financial well-being.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Financial, Forbes and Covenant Wealth Strategies are all separate entities.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.