Congratulations to Lauren Black, CERTIFIED FINANCIAL PLANNER™ for being ranked among Mississippi Business Journal’s Top 50 Under 40 Business Leaders.* This list recognizes the state’s top 50 up-and-coming business leaders under the age of 40, and is produced by the statewide weekly business newspaper (located in Jackson, MS). The Mississippi Business Journal (MBJ) covers the state’s business world, with opinion pieces and editorials on a variety of topics, from economic development to banking and law.
Black was also recently named to the inaugural list of Forbes 2017 America’s Top Next-Generation Wealth Advisors.** She joined our firm in 2008 and works alongside Lynn Phillips-Gaines, Registered Principal & CERTIFIED FINANCIAL PLANNER™ to offer comprehensive financial planning. Black also focuses on helping high earners begin to establish assets in the early stages of their careers.
Pictured: (Left image) Lynn Phillips-Gaines, CFP®, CLTC and Lauren Black , MBA, CFP® attending the MBJ Top 50 Under 40 luncheon and awards ceremony held on April 26, 2018, at the Old Capital Inn in Jackson, MS.
(Right image) Lauren Black, MBA, CFP® and Cory Lancaster, JD, LLM. Lancaster is a friend and colleague of our firm and was also named to the MBJ Top 50 Under 40 for 2018. Lancaster Law Firm, PLLC offers estate planning, business law, and tax attorney services.
* Top 50 Under 40 recognizes the state’s 50 up-and-coming business leaders under the age of 40. In order to qualify for consideration, individuals must have been born after Dec. 1, 1977, and have lived and worked in Mississippi for at least two years. The Top 50 Under 40 program seeks to identify and recognize individuals who have made significant contributions to Mississippi’s overall economic progress, often working at their own local levels. The key to the program’s success is that individuals are nominated by friends or business associates who best know their professional and civic involvement. All of the Top 50 Under 40 recipients have involvement that go well beyond normal working hours. Their days are extended by a large number of civic and community activities. This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with the Mississippi Business Journal.
**SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information see www.SHOOKresearch.com.1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.