Kirk Klein Named Finalist for Investment News Advisor of the Year – Southeast Region


We are proud to share that Kirk Klein has been named an Excellence Awardee for Advisor of the Year – Southeast Region, which is one of the highest accolades offered to an individual in the wealth management and financial planning industry.

This award celebrates the exceptional performance of an advisor in the Southeast Region of the United States. Kirk emerged as one of six finalists for this distinction due to his remarkable business development strategies, comprehensive investment expertise, high client retention rate, active involvement in speaking engagements, mentoring initiatives, pro-bono efforts, community engagement, and impeccable regulatory record.

The InvestmentNews Awards are a hallmark within the industry, designed to spotlight individuals and firms that distinguish themselves through their unwavering dedication, exceptional reputations, and profound knowledge. Following a nationwide search marked by an unprecedented volume and caliber of nominations, Kirk was selected as a finalist. The ultimate winner of his category will be announced at an awards gala in New York City in June. This acknowledgment on a national scale is a testament to Kirk’s exceptional advising expertise and unwavering commitment to his clients.

Congratulations, Kirk, on this well-deserved award!

To learn more about the methodology behind these awards, click here.