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Jack Morrone Named to Forbes Best of Pennsylvania for Fourth Consecutive Year

Jack Morrone Named to Forbes Best of Pennsylvania for Fourth Consecutive Year

May 15, 2024

One Financial Services is pleased to share with you the news that our Principal and Co-founder, Jack Morrone has, for the fourth year in a row, been recognized as a top wealth advisor in Pennsylvania by Forbes. While the honor singles out Jack, he emphasizes that he shares this recognition with all the members of the One Financial Team.

Being acknowledged for one’s accomplishments is not only about being the best at something, it is about consistency. It’s also about building a team whose values and work ethic support the organization’s mission of excellent client service over the long run.

Julian Lopez, LPL’s executive vice president of Independent Advisor Services, agrees, saying, "This award showcases Jack’s dedicated efforts in guiding his clients towards financial success, especially during times of economic uncertainty and global challenges.  "We are thrilled to extend our heartfelt congratulations to Jack Morrone for the well-deserved recognition from Forbes, on behalf of the entire team at LPL,"

According to SHOOK Research*, the independent firm that, on behalf of Forbes, determines the top wealth advisors across the country, the very best advisors are those who are laser-focused on making a difference in their clients' lives; those advisors who want to add meaning and help their clients live better lives.

Reflecting on the dedication and level of commitment it has taken to reach this milestone, Jack Morrone, said, “It is always my goal and the team’s goal to offer our clients the best guidance in pursuit of a sound financial future. After all, we think of our clients as family”.

And like family, One Financial Services is always here whenever you wish to discuss your current concerns, future plans, or new opportunities. Should your family or friends ever be looking for financial guidance, it would be our pleasure to help them too.

We are grateful for your trust in us. Thank you for being part of our client family.

 

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.