Awards & Rankings
Many of our clients have worked with us for decades because we understand the nuanced requirements and the inherent complexity that exceptional wealth can involve.
We hold an unwavering belief that only when we offer exceptional advice and service to our clients can our own success follow. Forbes
, The Financial Times
and On Wall Street h
ave repeatedly recognized our team with national accolades, which underscores our commitment to deliver the best advice and counsel to you and your family. Highlights include:
- In 2019, Barron’s recognized the industrywide movement to teams and published its first-ever ranking of wealth advisory teams that focus on serving affluent families. Barron’s ranked The Evelo/Singer/Sullivan Group the No. 3 Private Wealth Advisory Team in America.
- Three of the team’s principals, David, Joe and Linnell, who have worked together for more than a quarter century, each hold the distinction of being named to Barron’s list of “America's Top 100 Financial Advisors." (2009 - 2019)
- On July 4, 2015, Barron’s profiled our Group in the article, "Three Top Advisor Teams Win for Their Clients." This article is a direct reflection of the depth of knowledge, dedication and service level each team member contributes to move client families toward their personal wealth objectives and aspirations.
Source: Joe Evelo named to Barron's "Top 100 Financial Advisors" list, 2008 - 2010 in his previos role. David Singer named to Barron's "Top 100 Financial Advisors" list, 2017 - 2019. Linnell Sullivan named to Barron's "Top 100 Women Financial Advisors" list, 2012, 2016 - 2019.
Source: Barron's "Top 100 Financial Advisors" list, April 20, 2019. For more information about the selection criteria, go to http://details-he.re/nRnrmS. Barron's "Top 100 Women Financial Advisors" list, June 11, 2018. For more information about the selection criteria, go to https://www.ml.com/articles/awards-recognition.html . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
Source: Barron's "Top 50 Private Wealth Advisory Teams" list, April 20, 2019. This first-ever ranking of wealth advisory teams that specialize in serving individuals and families was published with the Barron's "Top 100 Financial Advisors" 2019 list. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. Advisors considered for the "Top 50 Private Wealth Advisory Teams" list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Such rankings should not be construed as an endorsement of the advisor.