Pentz Named to Forbes Best-in-State Women Wealth Advisors 2022
INDIANAPOLIS, February 21, 2022 – Erin Pentz, AWMA®, COO and Director at SBC Wealth Management located in Indianapolis, IN, was named to the Forbes sixth annual list of Top Women Wealth Advisors, which recognizes top advisors in the wealth management industry. Pentz was ranked #9 in the state of Indiana. This is her fourth time on a Forbes Best-in-State list.
“This honor is a reflection of the trust and confidence our clients put in me and the entire SBC Wealth Management team to positively impact their well-being,” say Pentz. “I am humbled by this recognition and grateful to work at a firm that takes very seriously its responsibility to make a positive impact on the communities and clients we serve. For me, being named to this list is proof we are living out our purpose.”
SBC Wealth Management CEO, Scott Holley, says of the honor, “We are very fortunate to have Erin as an owner and senior advisor on the SBC team. She works hard on behalf of her clients to meet and exceed their needs. We are incredibly proud of Erin and her recognition on this list.”
The full list of 1,377 top women wealth advisors can be found at https://www.forbes.com/best-in-state-women-advisors.
About SBC Wealth Management
SBC Wealth Management is a premier wealth management firm dedicated to helping clients create, enhance, and preserve their lifestyles. With over 40 years of experience and multigenerational expertise, our clients can feel confident in our experience and breadth of services to help them achieve their lifestyle goals.
CONTACT: Erin Haines, 515-229-6793, erin@modernmoxie.co
Methodology
The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of seven years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.
About Forbes ranking of Top Women Wealth Advisors
Source: SHOOK™ Research, LLC. Data as of 9/30/21. Forbes.com (February 2022)
https://www.forbes.com/sites/rjshook/2021/03/24/the-2021-forbes-ranking-of-americas-top-women-wealth-advisors-methodology/?sh=51cdf6c12fe0
Please see more about this recognition at https://sbcwealth.com/awards-recognition-disclosures/.