Wilde Wealth Management Group financial services has announced its chief executive officer and Scottsdale Airpark resident Trevor Wilde has been accepted into Forbes Finance Council.
This honor is an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms, according to a press release.
His firm, Wilde Wealth Management Group, provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services under one roof.
Mr. Wilde was selected by a review committee based on the “depth and diversity of his experience,” the release said, noting his criteria for acceptance include successfully impacting business growth metrics, as well as personal and professional achievements and honors.
“We are honored to welcome Trevor into the community,” said Scott Gerber, founder of Forbes Councils, the collective that includes Forbes Finance Council, in a prepared statement.
“Our mission with Forbes Councils is to bring together proven leaders from every industry, creating a curated, social capital-driven network that helps every member grow professionally and make an even greater impact on the business world.”
As an accepted member of the council, Mr. Wilde has access to various opportunities to help him reach peak professional influence, noted the release.
Collaborating with other local leaders in a private forum, he will also work with a professional editorial team, sharing his professional insights in original business articles on Forbes.com, and contributing to published Q&A panels with other professionals.
Mr. Wilde’s 13th consecutive year honored and his third consecutive year among the top five advisors in Arizona , follows a big year for him as he was included in Barron’s annual list of top 1,200 advisors nationwide, ranked No. 2 overall in Arizona as he was among 30 advisors statewide named in its report.
Forbes also named Mr. Wilde to its 2021 Best-In-State Wealth Advisors list, which had 99 advisors from across Arizona named, with him making No. 2 overall advisor statewide.
Additionally, he joined the boards for Junior Achievement of Arizona and Child Crisis Arizona in the past 12 months, and grew his team, including expanding his Scottsdale headquarters and adding new affiliate partners Self Wealth Management and Muhlenfeld & Huish.
Both affiliate partners were added in Scottsdale as well as Mosaic Financial Associates in Tempe and Premier Wealth Management Group in Albuquerque, according to the release.
Forbes Councils is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded Young Entrepreneur Council. In Forbes Councils, exceptional business owners and leaders partner with people and resources to help them thrive.