Laura Blanton, Ben Clauss, and Craigen Schoen named to Forbes’ 2024 list of best-in-state wealth advisors
April 16, 2024
Three local Raymond James-affiliated financial advisors, Laura Blanton, Ben Clauss, CFA®, and Craigen Schoen, CFP®, were recently named to the 2024 Forbes list of Best-In-State Wealth Advisors.
“I am excited to congratulate Laura, Ben, and Craigen,” said Brian Flemmer, Complex Manager. “All three are exceptional advisors, dedicated to serving their clients, and we’re thrilled that Forbes honored them with this recognition.”
Laura Blanton, Managing Director, Investments, joined Raymond James earlier this year. With over 20 years of industry experience, she focuses on delivering thoughtful and impactful investment advice and guidance to her clients. Her focus is on planning, investment selection, and building, protecting, and transitioning wealth for individuals and families, corporate executives and business owners, and women investors. Laura can be reached at 864.289.2111, online at BlantonWealthManagement.com, or at her office at 112 Haywood Rd.
Ben Clauss, Senior Vice President, Investments, with The Clauss & Ellison Group of Raymond James, joined Raymond James in 2021 and has 25 years of experience in the financial services industry. Ben works with individuals, business owners, and foundations, always with a dedication to focused service and integrity. Ben can be reached at 864.255.4580, online at ClaussEllisonGroup.com, or at his office at 101 Falls Park Drive, Suite 600.
Craigen Schoen, Managing Director, Investments, of the Schoen Capital Group of Raymond James, joined Raymond James in 2007 and has more than 33 years of experience in the financial services industry. He offers comprehensive investment management services, including capital management, retirement planning, estate and legacy planning and risk management. Schoen can be reached at 864.289.2164, online at SchoenCapitalGroup.com, or at his office at 112 Haywood Rd in Greenville.
The list, which recognizes advisors from national, regional and independent firms, was released online April 3, 2024.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Forbes Best-In-State Wealth Advisors 2024 ranking, 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. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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 criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 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 https://www.forbes.com/best-in-state-wealth-advisors for more info.
About Raymond James Financial
Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.17 trillion as of December 31, 2022. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
