Stacey Hyde named as one of MBJ's Women Who Lead
Memphis Business Journal recently honored women who, described by the publication, "have broken through the glass ceiling and helped define their organizations." These women are "pushing through challenges and moving... goals forward in difficult times." Envision Financial Planning is proud to have it's president, Stacey Hyde, among the honorees. Read more about how Stacey continues to lead her clients and team well here.
Stacey Hyde on Finding the Best Life Insurance with moneygeek.com
Stacey Hyde Named to 2022 Top Women Wealth Advisors Best-in-State by SHOOK Research and Forbes
Memphis, TN (February 4, 2022) Envision Financial Planning, a provider of financial services in Memphis, TN, announced that Stacey Hyde has been named to Forbes Top Women Wealth Advisors Best-in-State for 2022.
According to Forbes, the ranking reflects exemplary service and prosperity over the last year. List makers are determined based on an algorithm of qualitative and quantitative criteria including: in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
“I am pleased to have been named to this prestigious list—a recognition that, to us, speaks to our firm’s commitment to excellence,” said Stacey Hyde. “I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their unique financial goals.”
About Envision Financial Planning
Envision Financial Planning has been providing individuals and organizations with financial guidance since 2019. Located at 5100 Poplar Avenue, Suite 2428, Memphis TN 38137, Envision Financial Planning’s advisors pride themselves on crafting customized strategies for each client. For more information, please visit www.envisionfptn.com. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Stacey Hyde quoted on Local 24
Stacey was quoted in this article on student loan debt. Click the link below to read how one Memphian took control of her student loan debt, and Stacey's tips on how you can too!
Stacey Hyde Named as One of Memphis Business Journal's Super Women in Business 2020
We are very excited to annouce that Stacey Hyde has been named by the MBJ as one of the Super Women in Business for 2020*. Click the image below to access the article. We would also like to send a huge thank you to all of Stacey's supporters!
*The Memphis Business Journal Super Women in Business Award recognizes recipients for their professional accomplishments and good works in the community. This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.
Envision is now on Facebook!
We are excited to announce that Envision Financial Planning is now on Facebook! If you want to stay connected with us on social media, make sure to Follow our page.
Live at 9 on WREG News Channel 3
Stacey Hyde makes Daily Memphian's Movers & Shakers List
Click the link below to access the Movers & Shakers story from the Daily Memphian. Our very own Stacey Hyde was spotlighted for recently being Honored in two Forbes lists of Top Wealth Advisors.
*The ranking of Forbes’ Top Women Wealth Advisors(1) is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, assets under management, compliance records, industry experience, and best practices (gathered through telephone and in-person due–diligence interviews). SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 9,654 advisors were considered, and 1,000 (10.3 percent of candidates) were recognized. For the full methodology (2) that Forbes developed in partnership with SHOOK Research, please visit https://bit.ly/2vA9MPr.
**The 2020 ranking of Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research, based on meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and other quantitative criteria. Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. This award is not indicative of the advisor's future performance. Your experience may vary. Some states may have more advisors than others. SHOOK does not receive a fee in exchange for rankings.
(1)This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. As your specific needs and circumstances may vary, you are encouraged to conduct your own due diligence.
(2)Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.