Metairie, Louisiana (January, 2020) — CBD Wealth Management, an Investment Firm in Metaire, LA, today announces that one of its founding partners, Raymond (Rocky) Daigle, Jr., J.D. AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. The list was published on Forbes.com, and a condensed listing will be available in the February issue of the magazine.
Raymond A. Daigle, Jr., better known as Rocky, serves as Managing Partner of CBD Wealth Management, oversees the firm's corporate retirement plan division, and handles select client relationships. Rocky is a New Orleans native, an alumnus of Jesuit High School, LSU (B.S. in Finance) and LSU Law School.
Rocky is a frequent lecturer on retirement plan design and plan sponsor fiduciary responsibilities. He is an active member of the community, having served in leadership roles on numerous boards and committees of civic, professional and charitable organizations, including Jesuit High School, Christian Brothers School, Dominican High School and Boys and Girls Clubs of Southeast Louisiana. When he's not at the office, Rocky tries to find time to play tennis and golf, travel with his wife, Shannon, and young adult children and follow the New Orleans Saints.
Wayne Bloom, CEO of Commonwealth Financial Network®, CBD Wealth Management's Registered Investment Adviser–broker/dealer, said, “Congratulations to Rocky Daigle on this well-earned recognition by Forbes. Rocky is committed to providing expert guidance and essential support to his clients, and we are proud to provide CBD Wealth Management with the business solutions they need to power their practice.”
The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
About CBD Wealth Management
CBD Wealth Management has been providing individuals and organizations with financial guidance since 2004. Located at 3000 21st Street Metairie, LA 70002, the firm prides itself on being much more than just a money management firm, our job is to guide you through life’s financial decisions by crafting unique strategies for each client. For more information, please visit www.cbdwealth.com.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
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.