McCall & Associates is proud to announce that Barry McCall, CFP® has been named to Forbes Magazine’s 2021 list of Best-In-State Wealth Advisors for the second consecutive year.
McCall is the owner/principal of McCall & Associates, which was founded by Barry’s father, G.C. “Mac” McCall, in 1988 as an alternative to the traditional wirehouses where financial services could be offered without required quotas and pushy sales goals. Since Barry McCall joined alongside his father in 1998, McCall & Associates has repositioned to offer holistic financial planning in an objective and unbiased way.
As of March 2021, McCall & Associates has over $220 million in assets under management, serving individuals from 30 states. The firm also has a strategic relationship with First National Bank in Tennessee and Alabama.
“I am honored and thankful to be named among the state of Tennessee’s top wealth advisors for the second year in a row,” said McCall. “This recognition by Forbes is a testament to the hard work and dedication of our entire team, and I am fortunate to work alongside each of them. Most importantly, I’m thankful our clients have graciously allowed us to be stewards of their financial journey.”
“I am not surprised by Barry being recognized by Forbes for the second year in a row,” said Steve Alverson, CFP®, financial advisor and partner at McCall & Associates. “There is something to be said about timeless, age-old wisdom when it comes to finances. That, along with his character, is the main reason I chose to work alongside Barry.”
Forbes’ List of Best-In-State Wealth Advisors recognizes more than 5,000 top advisors across the country who were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states. SHOOK Research, the company that created the list, bases the rankings on an algorithm with quantitative and qualitative criteria including revenue trends, client retention data, community involvement, industry experience and in-person interviews. Advisors on this list must have a minimum of seven years’ experience to be considered.
“Here is what our research has found: the very best advisors are laser-focused on having a positive impact on their clients’ lives,” said R.J. Shook, president and founder of SHOOK Research. “They want to add meaning, help them live better… If we are going to recommend advisors to the public, we have to make sure every advisor is high quality and can provide ‘impact.’”
Neither SHOOK Research nor Forbes Media, LLC receive a fee in exchange for these rankings. To view the full list of recognized advisors, visit https://www.forbes.com/best-in-state-wealth-advisors.
About McCall & Associates
McCall & Associates is a client-focused practice led by CERTIFIED FINANCIAL PLANNER™ Professionals, Barry McCall and Steve Alverson. The practice’s approach is synonymous to its principle: McCall & Associates provides its clients with diligent service while focusing on an investment’s risk over time relative to returns. As clients experience the ebbs and flows of life, McCall & Associates is proud to be the guiding voice in their financial journey. For more information, visit http://www.mccallandassociates.com.
About Forbes Best-In-State Wealth Advisors
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. McCall & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.