Boone, Iowa—Edward Jones Advisor Perry Overton of Boone has been named to the 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State ranking by Forbes/SHOOK® Research. The list is comprised of more than 1,460 financial advisors nationwide, all under age 40.
Overton ranked #4 in Iowa.
Perry has served area investor for the past 10 years.
“This is an incredible honor, one I could never have achieved without the tremendous support from my branch team. And I am forever indebted to my clients for the trust they have put in me and the relationship we’ve built as we work toward the financial goals that help give them the freedom to live life on their terms,” Overton said. “This work inspires me because I know that, for years to come, I can make a meaningful difference in the lives of my clients and colleagues, and in my community.”
This ranking is given to the top financial advisors under 40 in their respective states based on criteria that include compliance records, assets under care and more.
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