Commonwealth Financial Network® Congratulates Honorees in Forbes’ Top Women Wealth Advisors List
WALTHAM, Mass.–(BUSINESS WIRE)–Commonwealth Financial Network®, the nation’s largest
privately held independent broker/dealer–RIA, congratulates four
affiliated advisors on being named to the Forbes’ Top Women
Wealth Advisors list for 2017. The inaugural list was published on Forbes.com
earlier today.
The four Commonwealth-affiliated advisors named to this list are:
-
Julianne Andrews, MBA, CFP®, AIF®, Atlanta
Financial Associates, Inc., Atlanta, Georgia -
Debra Brede, AIF®, D.K. Brede Investment Management
Company, Inc., Needham, Massachusetts -
Carrie Coghill, CFP®, AIF®, Coghill Investment
Strategies, LLC, Pittsburgh, Pennsylvania -
Nichole Raftopoulos, CFP®, CDFA®, AIF®,
MPAS®, Nvest Financial Group, LLC, Kennebunk, Maine
“Congratulations to each of these remarkable advisors on being
recognized among our industry’s most dynamic advisors,” said Wayne
Bloom, CEO of Commonwealth. “These women are distinguished leaders,
dedicated to their practice and committed to bettering the financial
livelihood of their clients. We value their partnership and their
individual contributions to the Commonwealth community, and we will
continue to offer the support their businesses demand.”
The ranking of Forbes‘ Top Wealth Advisors(1) (Top
Women Advisors) is based on an algorithm of qualitative and quantitative
criteria, including a minimum of seven years of experience, a minimum of
$1 million in production, and the weighing of factors including revenue
trends, AUM, compliance records, industry experience, and best practices
(gathered through telephone and in-person due-diligence interviews).
Shook Research also employs an opinion-based weighting system that
prioritizes its preferred “best practices,” which include business
models, activities, processes, and structure. Overall, 2,723 advisors
were considered, and 200 (7.3 percent of candidates) were recognized.
For the full methodology(2) that Forbes developed in
partnership with SHOOK Research, please visit http://bit.ly/2lTaJwS.
About Commonwealth Financial Network
Founded in 1979,
Commonwealth Financial Network, member FINRA/SIPC, is the nation’s
largest privately held independent broker/dealer–RIA, with headquarters
in Waltham, Massachusetts, and San Diego, California. The firm supports
1,710 independent advisors nationwide in serving their clients as
registered representatives, investment adviser representatives, and
registered investment advisers, as well as through hybrid service
models. For more information, please visit www.commonwealth.com.
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(1) This recognition and the due-diligence process
conducted are not indicative of the advisor’s future performance. Your
experience may vary. As your specific needs and circumstances may vary,
you are encouraged to conduct your own due diligence.
(2)
Portfolio performance is not a criterion due to varying client
objectives and lack of audited data. SHOOK does not receive a fee in
exchange for rankings.
Contacts
Commonwealth Financial Network
Jacquelyn Marchand 781-736-7980,
x9584
Senior Manager, Media Relations
jmarchand@commonwealth.com
www.commonwealth.com
