Barron’s names Wilde Wealth Management among top advisors
Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, announced that Barron’s has named the firm among the 2025 Top 250 Private Wealth Management Teams in the nation, earning the No. 60 position nationwide and the highest ranking of any Arizona firm. Only four total firms in Arizona made the esteemed list for 2025, and Wilde is one of only two local firms to rank in the top 100.
According to Barron’s, the rankings are based on data provided by over 4,000 of the nation’s most productive advisors. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search.
The honor comes on the heels of Wilde Wealth Management Group co-founder and CEO Trevor Wilde – an Investment Advisor Representative who holds the Accredited Investment Fiduciary (AIF®) designation, which is the mark of commitment to a standard of investment fiduciary excellence – being named to Barron’s annual list of top 1,200 advisors nationwide, earning the No. 30 position nationwide and No. 3 overall in Arizona. The honor, given in the spring, marked Wilde’s 17th consecutive year being honored and his 7th year in a row among the top five advisors in Arizona. Also, this past spring, Forbes named Wilde to its 2025 Best-In-State Wealth Advisors list. Only 175 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 1 overall advisor statewide. This is his fifth year in a row being named among the top three advisors in Arizona. Wilde also earned recognition at the national level, ranking among the Forbes “America’s Top 250 Wealth Advisors” for 2025 as well.
Since co-founding the firm in 2003, Wilde has led Wilde Wealth Management Group to becoming the No. 2 firm nationwide within Cetera Advisors LLC, based on Gross Dealer Concession (GDC) as of 12/31/2024.
During this same time, Wilde has grown its physical footprint as well. Today, the firm boasts offices across Scottsdale, Sun City-Surprise, Glendale, Tucson, Paradise Valley, Payson, and Sedona, and earlier this year they opened an expanded office in Chandler. In 2024, Wilde also launched W Family Office, which offers white glove service for high-net-worth clients by providing wide-ranging investment, wealth management, estate planning, tax and accounting, and insurance services for one flat fee
Shelby Grant joins Tpac as business development associate
EnCon Arizona, d.b.a. Tpac, announced the addition of Shelby Grant as Business Development Associate. A native of Phoenix, Grant brings her passion for Arizona’s growth and her background in Public Relations and Political Science from Northern Arizona University to her new role.
With a strong commitment to community development, Grant is deeply involved in philanthropic efforts, particularly through her volunteerism and fundraising work with the Valley of the Sun 20-30 Club, supporting children across the Valley. Her dedication to making a positive impact aligns perfectly with EnCon’s values and mission.
Grant credits the support of her husband, family, and friends as the driving force behind her professional drive and community involvement. EnCon United is thrilled to welcome Shelby to the team and looks forward to the contributions she will bring to the Arizona development landscape.
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Delta Dental of Arizona names vice president of IT
Delta Dental of Arizona announced that Shahzad Shah has joined the health and wellness company as its senior vice president of information technology. This newly created executive leadership role will shape and implement the organization’s technology vision, lead the IT department, and drive innovation that supports the company’s mission, vision, and long-term goals. He will also lead IT security, artificial and business intelligence, data insights, and enterprise systems across the company’s statewide footprint.
“Delta Dental of Arizona uses science, data, and technology to guide what we do and how we do it,” said Michael Jones, president and chief executive officer of Delta Dental of Arizona. “Shahzad is a transformational leader with decades of experience in innovating how leading organizations’ utilize data and technology to create a world-class consumer experience. We look forward to collaborating with him to continuously improve how we provide dental and vision benefits to individuals, families and businesses throughout the state, engage the community around whole person health, support innovative programs, and provide equitable access to care.”
Shah brings more than 20 years of experience to the role, most recently a managing director of Publicis Sapient, the digital business transformation hub of Publicis Groupe, which employs more than 20,000 people across 72 offices worldwide. Shah served as co-leader of the healthcare practice, guiding efforts that led to more than $100 million in growth; served as the healthcare executive advisor to provider, payer, and research institute operations on GenAI algorithm; and championed investments in AI capability for software development and legacy modernization that increased product development speed to market.
Pierpont Communications enters Arizona market
Pierpont Communications, a leading independent public relations and integrated digital marketing agency headquartered in Houston with operations in all four major Texas markets and Denver, Colo., announced today the hire of local marketing and communications executive Josh Reed to establish and nurture an Arizona market presence.
“Pierpont has spent 38 years driving meaningful communications and marketing impact for some of the world’s most influential brands across energy and power, healthcare, financial services, manufacturing, technology and retail,” said Phil Morabito, Pierpont’s Chief Executive Officer. “Entering the Arizona market marks an exciting new chapter in our firm’s expansion. We’re excited to welcome Josh Reed, a seasoned and highly respected communicator, whose experience with global brands and unique understanding of the Greater Phoenix market positions us to make an immediate impact for clients in Arizona and beyond.”
As Vice President & General Manager of Pierpont’s Arizona operations, Josh brings 14 years of agency and communications leadership experience, supporting global and local brands including Toyota and Underwriters Laboratories. His background spans corporate, product and brand communications across some of Arizona’s most diverse industries, including economic development, real estate, advanced manufacturing, automotive, technology, hospitality, entertainment, consumer packaged goods and education.
“As one of the leading independent agencies in the U.S., Pierpont’s deep industry expertise and high-performing team of communicators and digital marketers are committed to delivering strategic counsel and measurable impact,” said Reed. “Together, we’re building on nearly four decades as a trusted partner to leading brands and will help organizations across Arizona and the Southwest elevate their reputation, strengthen stakeholder trust and accelerate business growth.”
Pierpont’s entry into Arizona follows the firm’s expansion into Denver last year with the strategic hires of Dan Mahoney as Vice President & General Manager, Pete Webb as Senior Counsel and Abby Cosenza as Senior Account Executive.
