D. K. Brede Investment Management Co. a provider of financial services in Needham, announced that Wellesley resident Debra Brede was named to Forbes’s list of America’s Top Wealth Advisors for 2020. According to Forbes, the ranking reflects 250 advisers who manage $893 billion in client assets. They were nominated by their firm and then vetted and ranked by SHOOK research. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. D. K. Brede Investment Management Co. is located at 1253 Highland Ave., Needham.

Source: Forbes September 09, 2020 16:41 UTC