The St.
Louis-based Wealth Management Advisors Recognized on the
Sixth Annual List for Positively Impacting Their Clients'
Lives
ST.
LOUIS, May 7, 2024 /PRNewswire/ -- Hightower
Wealth Advisors | St. Louis, a
wealth management practice providing investment, financial and
retirement planning services, announces advisors Brian
Copeland, CPWA®, CFP®, and Zach Ungerott, CPWA®,
CFP®, have been named to the 2024 Forbes Best-In-State
Wealth Advisors List. The 2024 Forbes annual list features advisors
who not only have been able to help clients navigate the nation's
ongoing complex economic landscape, but were also deliberate on
making a positive impact on helping their clients live better
lives.
"While Brian and Zach are savvy advisors, they are also both
extremely passionate about building trusted client relationships,"
said Omar Qureshi, managing partner
of Hightower Wealth Advisors | St.
Louis. "To be included on such an esteemed list amongst
their peers is a testament to their financial acumen and commitment
to their clients. We congratulate them on this honor and know they
will continue to be a huge part in our practice's growth."
As partner and director of financial planning, Copeland oversees
all of the planning services the practice offers, including tax
planning, retirement planning, risk management, and estate and
budgeting analysis. Copeland also analyzes complex, sophisticated
financial situations, and then identifies potential financial
opportunities or gaps within one's plan, and educates clients on
solutions in a straightforward, simplistic manner.
As associate partner and senior wealth advisor, Ungerott
specializes in investment and retirement planning for business
owners. While working on a client's financial plans, Ungerott has a
keen ability to help clients develop contingency plans,
specifically helping clients understand and overcome many of the
financial challenges they may face. He works with them to implement
advanced estate and tax planning strategies to meet their financial
goals and protect their legacy.
To learn more about Hightower Wealth Advisors | St. Louis, visit HightowerStLouis.com.
Methodology
Each year, Forbes partners with SHOOK
research to develop the esteemed list. Recipients are selected
through research interviews, compliance records, experience in
the financial industry, assets under management and other
qualitative and quantitative data. Forbes Best-In-State Wealth
Advisors must have worked in the financial industry for at least
seven years to be considered.
About Hightower Wealth Advisors | St. Louis
Hightower Wealth Advisors |
St. Louis is a wealth management
practice that provides investment, financial and retirement
planning services to individuals, foundations and family offices,
as well as 401(k) consulting and cash management services to
corporations. As an ensemble team of qualified, experienced
financial professionals with a wide range of knowledge and skills,
Hightower Wealth Advisors is a multi-faceted, multi-generational
team that builds comprehensive financial plans that are more than
just investments. For more information about Hightower Wealth
Advisors | St. Louis, please visit
HightowerStLouis.com.
Securities offered through Hightower
Securities, LLC member FINRA/SIPC Hightower Advisors, LLC is a SEC
registered investment advisor.
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SOURCE Hightower Wealth Advisors | St.
Louis