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WORLAND — John D. Shaw, Financial Advisor with Legacy Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC in Worland, was recognized in April as …
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WORLAND — John D. Shaw, Financial Advisor with Legacy Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC in Worland, was recognized in April as one of “Barron’s Top 100 Private Wealth Management Teams” in the country by Barron’s, a publication covering business and finance. Barron’s recognizes the industry’s most outstanding financial advisors and their teams who represent the highest levels of ethical standards, professionalism and success in the business.
According to the press release, Legacy Financial Partners was chosen based on assets under management, revenue generated for their firm, and the quality of their practice. The team focuses on helping their clients plan for their financial goals for a lifetime — through a personal long-term financial planning relationship.
Legacy Financial Partners also includes financial advisers and staff members in 27 other office locations throughout the Upper Midwest.
As a private wealth advisory practice, Legacy Financial Partners provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with clients. For more information, contact Legacy Financial Partners at 307-347-4734, visit the Ameriprise office at 900 Coburn in Worland.
