The Greenville Northwestern Mutual office announced Mark Clary, CFP®, of McBee Avenue Wealth Advisors, has been named a 2023 Best-In-State Wealth Advisor by Forbes. 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, along with founding partner Thomas Willcox, he formed McBee Avenue Wealth Advisors, a Northwestern Mutual affiliated firm. Dave Ellison and Jay Hatten joined as partners soon after.
“At McBee Avenue Wealth Advisors, our greatest desire is for our clients to be financially free to pursue their passions, support their family and community and leave an impactful legacy for generations to come,” said Clary. “I want to be quick to share this recognition with my entire team. Without them, we couldn’t deliver on our promises to help our clients experience freedom, confidence and peace of mind. I’m so thankful for them and for the amazing clients we get to work with.”
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.
“I am so proud of Mark for receiving this award for two consecutive years,” said John Tripoli, managing director of Northwestern Mutual Greenville/Spartanburg. “It’s wonderful to see him and his team recognized for consistently delivering the best for their clients.”
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 97 on the 2022 FORTUNE 500.
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 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. 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.