Local Leader Rachel Beck Monfort Named Among Ohio’s Best Wealth Advisors
Congratulations to Muirfield’s own Rachel Beck Monfort, for being named to the Forbes List of Best-in-State Wealth Advisors for Columbus Ohio.
The Forbes Best-In-State Wealth Advisors list, developed by SHOOK Research, ranks top financial advisors in each state based on an algorithm of qualitative interviews and quantitative data. It highlights advisors with a minimum of seven years of experience, weighing factors like revenue trends, assets under management, and compliance records.