McBee Avenue Wealth Advisors named 2024 Forbes Best-In-State Wealth Management Team

The Greenville Downtown Northwestern Mutual office announced that McBee Avenue Wealth Advisors was named by Forbes as a 2024 Best-In-State Wealth Management Team. The prestigious list of teams is based on a variety of factors including best practices, client retention, industry experience, compliance records, skill sets and assets under management.

Forbes uses SHOOK Research, which gathers quantitative and qualitative data, including interviews to rank teams during due diligence. They look closely at the team’s leadership and senior principals with the ultimate objective, ‘Would we recommend this team (or individual) to a friend or family member?” Researchers also emphasize quality first, only including firms on the Best-In-State Wealth Management team list who deliver a high-quality client experience.

McBee Avenue Wealth Advisors is part of Northwestern Mutual’s Private Client Group, led by partners Mark Clary, Thomas Willcox, Jay Hatten and Rachel Haan. They are supported by an experienced team of advisors and professional staff to serve clients’ complex and unique financial planning decisions.

“Our team’s goal is to guide and serve our clients through relationship-driven wealth management and we can only accomplishment that with the high level of care each member brings to the table,” said Thomas Willcox, a founding partner and private wealth advisor for McBee Avenue Wealth Advisors. “Collectively, our dedicated team helped us achieve this national recognition by Forbes and it means so much that we can share this recognition as a group.”

For more information about Forbes 2024 Best-In-State Wealth Management Teams, visit https://www.forbes.com/lists/wealth-management-teams-best-in-state.

About Northwestern Mutual

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what’s most important. With more than $558 billion of total assets being managed across the company’s institutional portfolio as well as retail investment client portfolios, nearly $35 billion in revenues, and $2.2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 111 on the 2023 FORTUNE 500.

Certain individuals use McBee Avenue Wealth Advisors as a marketing name for doing business as representatives of Northwestern Mutual. Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. McBee Avenue Wealth Advisors and Northwestern Mutual Private Client Group are not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. For more information about McBee Avenue Wealth Advisors, please visit mcbeeavenuewealth.nm.com.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). Not all Northwestern Mutual representatives are advisors. Only those representatives with “Advisor” in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/2023. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists but do pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.