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Our Accolades
Wendy Wilson was named to the 2026 edition of the Forbes list of Best-in-State Women Wealth Advisors
The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. 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. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.
When choosing someone to entrust with your financial well-being, it’s important to select a guide focused on what will work for your life.
At Southworth & Wilson, we take a personalized approach to financial planning that considers all areas where your money and your life intersect.
Our experienced team will review every fine detail, offering an uncompromising level of service to help you pursue goals for yourself, your family and your retirement.
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You’ve worked hard and saved well, and we’re here to help you make the most of what you have by creating a plan for all aspects of your finances – with no tolerance for loose ends.
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