Team Credentials & Accolades

Team Credentials

At The Pidgeon Group of Wells Fargo Advisors, our commitment to excellence in wealth management and client service has earned us recognition at both the state and national levels. Our team of seasoned financial advisors has consistently been honored with prestigious awards, including a 2024-2026 Forbes Best-In-State Wealth Management Team, affirming our dedication to delivering outstanding results and personalized financial strategies. These accolades reflect not only our expertise but also the trust our clients place in us. Below, we proudly showcase the credentials and honors that distinguish our team in the competitive landscape of private wealth advisory.

2024-2026 Forbes Best-In-State Wealth Management Team

The Pidgeon Group of Wells Fargo Advisors were recognized as a 2024-2026 Best in State Wealth Management Team by Forbes.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. Review award disclosures.

Forbes Best-In-State Wealth Advisor

Robert Hamill has been recognized as a Best-In-State Wealth Advisor by Forbes in 2024 & 2025.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. Review award disclosures

CHARTERED FINANCIAL ANALYST (CFA®)

Alice Pidgeon has earned the CHARTERED FINANCIAL ANALYST (or CFA®) professional certification.

A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements.

The CFA charter is one of the most respected designations in finance and is widely considered to be the gold standard in the field of investment analysis. To become a charter holder, the CFA Program includes a three-part exam (that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning), minimum of at least four years of relevant professional experience and professional reference letters. Passing the CFA Program exams requires strong discipline and over 900 hours of self-studying.

The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business. CFA charter holders earn the right to use the CFA designation after program completion, application, and acceptance by CFA Institute. CFA charter holders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.

CERTIFIED FINANCIAL PLANNER®

Robert Hamill and Tony Rivera have earned the CERTIFIED FINANCIAL PLANNER® certification. To earn their CFP® certification, Rob and Tony have completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ practitioners from other professional advisors, who typically focus on only one area of a client's financial life.

CFP®, are certification marks owned by the CFP® Board. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.

PIM Portfolio Manager

Robert Hamill and Alice Pidgeon are Wells Fargo Advisors PIM portfolio managers. The PIM program is a customized portfolio management program geared toward meeting our clients’ specific investment goals. As PIM portfolio managers, Alice has met stringent criteria based on experience and expertise and acts as your personal portfolio manager.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Wells Fargo Advisors' Platinum Advisor

Robert Hamill is a Wells Fargo Advisors’ Platinum Council Advisors in 2024 & 2025 he is one of the top 125 PCG Advisors.

2024-2025 Wells Fargo Advisors Platinum Council:· The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

If marketing the specific level of Platinum Council, include the following (in addition to the above disclosure):

· For 2025:
o Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald – Next 350, Sapphire – Next 500, Pearl – Next 500.

· For 2024:
o Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald – Next 300, Sapphire – Next 500, Pearl – Next 500. show less

Conclusion

These awards and recognitions are more than just milestones—they are a testament to our unwavering focus on integrity, performance, and client satisfaction. As we continue to grow and evolve, our team remains committed to setting the standard in wealth advisory services. Whether you're seeking a trusted partner for long-term investment for wealth planning or expert guidance through complex investment decisions, our award-winning advisors are here to help you achieve your goals with confidence. Discover why top industry publications and our clients alike recognize us as leaders in the field.

Investment and Insurance Products are:

Not Insured by FDIC or any Federal Government Agency

Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested