Pentz Named to Forbes Top Women Wealth Advisors Best-In-State 2023
INDIANAPOLIS, February 8, 2023 – Erin Pentz, AWMA®, Senior Wealth Advisor, VP and Co-COO at SBC Wealth Management located in Indianapolis, IN, was named to the Forbes seventh 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 fifth time on a Forbes Best-in-State list.
“Our clients put a lot of trust in me and the entire SBC Wealth Management team to help them achieve their lifestyle goals,” says Pentz. “This recognition is a reflection of me living out my purpose to make a positive impact on my clients, and that we are living out our commitment as a firm to be known for our integrity, quality of service, and depth of financial advice.”
SBC Wealth Management Senior Wealth Advisor, CEO, Pat Morrow, ChFC®, says of the honor, “This achievement is a reflection of Erin’s experience, professionalism, and dedication to helping her clients meet their lifestyle goals. We appreciate the work Erin does every day for her clients and the firm, and we are proud of her recognition on this list.”
The full list of 1,697 top women wealth advisors can be found at forbes.com/lists/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
America’s Top Women Advisors ranking 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: 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Link to full methodology here.
About Forbes ranking of Top Women Wealth Advisors
Source: SHOOK™ Research, LLC. Data as of 9/30/22. Forbes.com. (February 2023)
Please see more about this recognition at https://sbcwealth.com/awards-recognition-disclosures/.