Burton named to Forbes’ 2023 Best-in-State Wealth Advisors ranking

May 18, 2023 | 12:06 am

Updated May 18, 2023 | 12:13 am

Edward Jones financial advisor Rusty Burton, of Owensboro, has been named to the 2023 list of “Best-in-State Wealth Advisors” in Kentucky by Forbes and SHOOK Research.

Burton has served area investors for the past 19 years. He ranked No. 39 in Kentucky.

“This is an incredible honor and a testament to the work I do helping clients realize their dreams. When my clients are successful, so am I,” Burton said. “We are all winners, and I share this award with them. I also am eternally grateful to my extraordinary branch team for joining me in looking out for our clients’ best interests.”

To compile the 2023 list, SHOOK Research analysts conducted more than 17,500 interviews with nominees. Criteria included revenue trends, assets under management, compliance records, industry experience, use of best practices and approach to working with clients.

Supporting Burton in serving clients from the local office are Senior Branch Office Administrators Lisa Morris and Kassi Rogers.

Burton is one of 154 Edward Jones financial advisors to be named to the 2023 Forbes “Best-in-State Wealth Advisors” ranking. His office is located at 2816 Veach Rd Suite 102 in Owensboro.

Edward Jones’ nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023.

May 18, 2023 | 12:06 am

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