FOR IMMEDIATE RELEASE: 7/9/26
Ashford Advisors
Emily McIntyre
770-390-2640
emilymcintyre@ashfordadvisors.net
Wolfe named a Forbes Best-in-State Financial Security Professional
He is ranked #19 in the state of Georgia for 2026
Atlanta, GA: Today, Reagan H. Wolfe, ChFC®, CLU®, CExP™, was named as a 2026 Forbes “Best-in-State” Financial Security Professional in Georgia, where he is ranked #19. This award recognizes him as one of the best financial securities professionals in Georgia, as determined by SHOOK® Research. In choosing the “best in state” advisors to be named to this list, SHOOK Research focused on quantitative and qualitative criteria, such as production/premiums, persistency rates, compliance records, client retention, best practices, community involvement, and client service models.
"Reagan’s continued recognition by Forbes speaks to the consistency, professionalism, and care he brings to his work every day,” said Tom Purcell, CEO of Ashford Advisors. “He has built his career around putting clients first and helping them navigate important financial decisions with confidence and clarity. We are proud to see Reagan’s dedication recognized once again, and we are grateful for the impact he continues to make on his clients, our firm, and the communities we serve."
About Reagan H. Wolfe: Reagan H. Wolfe, ChFC®, CLU®, CExP™ joined Ashford Advisors in 2010. He provides asset protection, tax strategy, and comprehensive planning strategies to entrepreneurs, business owners, and high income earning families. Although based out of Georgia, Reagan and his team are available to clients across the country.
About Ashford Advisors: Based in Atlanta, Georgia, Ashford Advisors is a financial services firm with the mission of growing the wealth and enhancing the financial security of our clients through the development of comprehensive financial strategies. Since 1898, our advisors have strived to make a lasting, positive impact on the lives of their clients and the communities in which they live. Ashford Advisors is a general agency of The Guardian Life Insurance Company of America, New York, NY. Financial services available to individuals and business owners through Ashford Advisors include strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity, and investment products, including mutual funds. More information about Ashford Advisors can be found at ashfordadvisors.net.
Data provided by SHOOK® Research, LLC. Data as of 12/31/25.
Source: Forbes.com (July 2026).
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Securities List 2026 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.