GRAPEVINE, Texas--(BUSINESS WIRE)--Morgan Nichols CFP®, CRPC™, APMA™ a Private Wealth Advisor with Ameriprise Financial in Grapevine, TX was named to the list of “Forbes Best-in-State Next-Generation Wealth Advisors” published by Forbes. The list recognizes “next-generation” financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business.
The rankings are based on data provided by over 29,000 of the nation’s most productive advisors. Nichols was chosen based on assets under management, industry experience, regulatory and compliance record and revenue produced for her firm.
Nichols is part of Nichols Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. Nichols graduated from Pepperdine University with a Bachelor of Science in International Business and Harvard University with a Master of Liberal Arts in Finance.
As a Private Wealth Advisor, Nichols provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with her clients. Nichols has twelve years of experience in the financial services industry. For more information, please contact Morgan Nichols at 817-488-0905 visit the office at 214 E. College St. Grapevine, TX 76051-5332 or check out the website at https://www.ameripriseadvisors.com/team/nichols-financial-group.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
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1Company founded June 29, 1894.
Source: Forbes, “Forbes Best-in-State Next-Generation Wealth Advisors” 8/16/2023.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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