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Headshot of Katie Garcin, a wealth advisor at Chase

Awards and industry recognition

  • Forbes

    Top Wealth Management Teams Best In State

    2026 | 2025

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Disclosures

Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/7/26) Data as of 03/31/25. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures