Team Awards & Accolades
FORBES / SHOOK BEST-IN-STATE WEALTH ADVISOR
Published annually by FORBES, each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
Alexander W. Davis - 2025
Alexander W. Davis - 2024
*2025: Publication as of August 6, 2025. Rankings based on data as of March 31, 2025. No fee was paid.
*2024: Publication as of August 8, 2024. Rankings based on data as of March 31, 2024. No fee was paid.
Team Designations
CERTIFIED FINANCIAL PLANNER or CFP®
Certified Financial PlannerTM is the standard of excellence in financial planning. CFP® professionals have gone through a rigorous experience and ethical requirements in order to provide the knowledge, integrity and professionalism of a financial planner. You can expect a comprehensive view of your financial needs based on your objectives and goals.
Natalia A. Reyes holds this designation, which showcases our expertise in wealth management.
