Mark Clary of McBee Avenue Wealth Advisors named a 2024 Best-In-State Wealth Advisor by Forbes
May 28, 2024
The Greenville Northwestern Mutual office announced Mark Clary, CFP®, of McBee Avenue Wealth Advisors, has been named a 2024 Best-In-State Wealth Advisor by Forbes for three consecutive years. The prestigious list – comprised of high-performing financial services professionals – is based on a variety of factors including revenue produced, assets under management, compliance records and industry experience.
Clary, a graduate of Furman University, started his career in the Greenville Northwestern Mutual office in 1994. In 2018, he formed McBee Avenue Wealth Advisors with founding partner Thomas Willcox, later adding Jay Hatten and Rachel Haan as partners along with a staff of 10. Operating as a Northwestern Mutual Private Client Group, McBee Avenue Wealth Advisors helps clients navigate their complex and unique financial planning decisions at the highest professional level.
“It’s wonderful to see Mark and his team recognized for consistently bringing financial clarity and sharing opportunities and resources to help their clients have the freedom to pursue their passions, support their family and community, and leave an impactful legacy,” said John Tripoli, managing director of Northwestern Mutual Greenville/Spartanburg.
Best-In-State Wealth Advisor honorees are nominated by their firms, and each advisor is thoroughly vetted, interviewed, and assigned a ranking by SHOOK Research. Forbes receives more than 30,000 applicants for this annual ranking, and only a small percentage are named among the best wealth advisors in their 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 over $627 billion of total assets being managed across the company’s institutional portfolio as well as retail investment client portfolios, more than $36 billion in revenues, and $2.3 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 and was recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2024.
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 Advisors” list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
