OakHeart Financial Group Recognized as a Best-in-State Wealth Management Team by Forbes

Charlottesville, VA – January 10, 2024 – OakHeart Financial Group, a private wealth advisory practice with Ameriprise Financial in Charlottesville, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.
 
The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. OakHeart Financial Group was chosen based on assets under management, industry experience, compliance record and best practices in their practice and approach to working with clients.
 
OakHeart Financial Group is led by Michael S. Hancock, JD, CFP^®. The team also includes financial advisor(s) Joseph Feola, Kristen Hardy, Edwin Yowell, Laura Pittman, Erik Ott, Shane Feist, Davis Boyd, Caroline Dominguez, Tim McClurg and support staff Stacy Higgins, Holly Grimm, David De La Ree Valencia, Terri Meenan, Helen Bilodeau-Kielbasa, Shanice Goode, Emma Gordon, Will Elvgren, Jared Ankersen, Stowe Graham, Alex Damm, Whitney Tillman, Connor Brown, Shatae Nelson, DaJohn Duplessis, Bryan Hancock, Stephanie Denholm, Tammie Broaddus, Betsy Hancock, Cheryl Reynolds, Patrice Hester, Clark Melton, Nicolas Warden, Charlene Pham, Sydney Nguyen and Gabrielle Cope. They have collectively served the Charlottesville community since 1992.
 
OakHeart Financial Group provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Holly Grimm, Business Development Manager at 434.220.4671 or visit the Ameriprise office at 941 Glenwood Station Lane, Suite 203, Charlottesville, VA 22901 or their website at www.oakheartfinancialgroup.com
 
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years¹. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, visit ameriprise.com.
 
Visit forbes.com for additional information about Forbes.
 
 # # #
 
¹Company founded June 29, 1894.
Source: Forbes, “Forbes Best-in-State Wealth Management Teams,” Jan. 9, 2024.
The 2024 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
 
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
 
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.    
     
The Certified Military Financial Advisors program is not affiliated or endorsed by the U.S. Department of Defense, or any other federal or state government program. For the most current rules, regulations and laws regarding benefits offered through the federal government or Department of Defense, please consult with their websites or contact the appropriate offices directly.     
     
 
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.     
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.     
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.     
© 2024 Ameriprise Financial, Inc. All rights reserved.
 
 
 
 
File # 5269469 (Approved until 1/31/2026)