News Summary
Residents of Oxford and Tupelo celebrate as Lindsey Reid and Chuck Sherman from the Reid Sherman Investment Group achieve recognition on Forbes’ 2025 Top Wealth Advisors Best-in-State list. The duo, who have built a successful wealth management team since 2009, also secured a spot on the list of Best-In-State Wealth Management Teams, illustrating their exceptional service. This achievement highlights the professional expertise available in the local community and the impact of their strategic partnership with Raymond James & Associates.
Oxford and Tupelo Celebrate Local Talent on Forbes’ Distinguished List!
Big news is buzzing around the towns of Oxford and Tupelo, Mississippi! Residents are beaming with pride as two of their own have been honored on a prestigious list that celebrates excellence in the financial advisory world. That’s right! Lindsey Reid and Chuck Sherman from the Reid Sherman Investment Group were included in the Forbes’ 2025 Top Wealth Advisors Best-in-State list, announced online on April 8, 2025.
A Dream Team Since 2009
Formed in 2009, the Reid Sherman Investment Group has made quite a name for itself by helping clients navigate the often confusing waters of finance. Lindsey Reid and Chuck Sherman, who serve as managing directors, came together to create a team that focuses on providing personalized wealth management services tailored to their client’s needs. With their combined experience and dedication, they’ve made a significant impact over the years.
Growth and Partnership
In 2018, the group took a major step by partnering with Raymond James & Associates, which has further enhanced their capabilities and broadened their client base. This strategic alliance has placed them in a strong position within the financial industry, solidifying their reputation for excellence and making them a go-to for wealth management services right here in Mississippi!
Shining on the National Stage
What makes this recognition even more special is that the Reid Sherman Investment Group didn’t just make it onto the Top Wealth Advisors Best-in-State list. They also received accolades in another noteworthy category, landing a spot on Forbes’ 2025 list of Best-In-State Wealth Management Teams. This double recognition emphasizes their commitment to providing outstanding service and performance.
The Method Behind the Magic
So, how did this dynamic duo manage to snag such a prestigious honor? The Forbes Top Wealth Advisors Best-in-State 2025 ranking was developed by SHOOK Research, which utilized a unique methodology based on both qualitative and quantitative criteria. This process included interviews and extensive data analysis covering a time frame from June 30, 2023, to June 30, 2024.
To even be considered for this elite list, advisors needed a minimum of seven years of experience in the industry. The ranking algorithm took into account several critical factors, including revenue trends, assets under management, compliance records, and the length of industry experience. Out of an incredible 48,944 nominations submitted, approximately 9,722 advisors achieved this well-deserved recognition!
Recognizing the Best in the Business
The award aims to acknowledge the most talented financial advisors across national, regional, and independent firms, showcasing the best in wealth management. With Reid and Sherman on the list, it’s clear that Oxford and Tupelo have representation that speaks volumes about the local talent available to residents.
Final Thoughts
As the spotlight shines on these local financial wizards, it’s a great reminder of the exceptional resources available in our community. With professional advice from experts like Lindsey Reid and Chuck Sherman, residents can rest assured that their financial futures are in capable hands. If you’re looking for guidance in managing your wealth, why not check out what the Reid Sherman Investment Group has to offer? After all, trusted talent is closer than you think!
For those interested, more information on the Forbes rankings and wealth advisors can be found online. Here’s to celebrating our local champions as they continue to thrive in the world of finance!
Deeper Dive: News & Info About This Topic
HERE Resources
Oxford Unveils Economic Development Plan for Future Growth
Additional Resources
- Oxford Eagle: Reid Sherman Named to Forbes List of Best-in-State Wealth Advisors
- Investment News: Commonwealth Financial Welcomes $384M Trio
- WTVA: Tupelo Student Wins Big at Show Choir Competition
- PR Newswire: Cadence Bank to Acquire FCB Financial Corp
- DJournal: Hardy Reed Tops $2.5 Billion in Assets Under Management
- Wikipedia: Financial Advisory
- Google Search: Wealth Management advisors
- Google Scholar: Wealth Management Strategic Planning
- Encyclopedia Britannica: Finance
- Google News: Local Financial Advisors
Author: STAFF HERE OXFORD WRITER
The OXFORD STAFF WRITER represents the experienced team at HEREOxford.com, your go-to source for actionable local news and information in Oxford, Lafayette County, and beyond. Specializing in "news you can use," we cover essential topics like product reviews for personal and business needs, local business directories, politics, real estate trends, neighborhood insights, and state news affecting the area—with deep expertise drawn from years of dedicated reporting and strong community input, including local press releases and business updates. We deliver top reporting on high-value events such as the Oxford Film Festival, Double Decker Arts Festival, and University of Mississippi football games. Our coverage extends to key organizations like the Oxford-Lafayette County Chamber of Commerce and the University of Mississippi, plus leading businesses in education and retail that power the local economy such as Ole Miss Athletics and Square Books. As part of the broader HERE network, we provide comprehensive, credible insights into Mississippi's dynamic landscape.
