A disciplined approach to wealth management

We are pleased to announce that G.D. “Bo” Bragaw, III, has been named to the Forbes’ 2022 List of Best-in-State Wealth Advisors.

“This national recognition for Bo and WBO Partners acknowledges their commitment to clients and passion for assisting families and institutions to reach their financial goal.”

Marcus Aiello – Mid Atlantic Regional Executive

About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOK® Research, LLC. Data as of 6/30/21. Forbes.com (April 2022). 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 criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an 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. Please visit forbes.com/best-in-state-wealth-advisors for more info.