Anthony J. Leopizzi, CFP®, CLU®, ChFC®, CIMA®, Honored As Best-In-State Wealth Advisor by Forbes
NAPLES, FL – April 5, 2023 – Anthony J. Leopizzi, CFP®, CLU®, ChFC®, CIMA® a Private Wealth Advisor with Ameriprise Financial in Naples, was named to the list of “Best-in-State Wealth Advisors” published by Forbes. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism, and success in the business.
The rankings are based on data provided by thousands of the nation’s most productive advisors. Leopizzi was chosen based on assets under management, industry experience, compliance record and best practices in his practice and approach to working with clients.
Leopizzi is part of Verita Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. Leopizzi graduated from New York Institute of Technology with a degree in Finance. . Leopizzi has 33 years of experience with Ameriprise Financial.
As a Private Wealth Advisor, Leopizzi provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. For more information, please contact Fran Devito at 914-997-7526 or visit the office at 12330 Tamiami Trail East, suite 101, Naples, FL, or check out their website at www.ameripriseadvisors.com/anthony.j.leopizzi.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs.
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Source: Forbes, “Best-in-State Wealth Advisors,” April 5, 2023
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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