NAPA reveals top women advisors for 2016News added by Benefits Pro on December 30, 2016
BY MARLENE Y. SATTER
The National Association of Plan Advisors selected its top women advisors for 2016. (Photo: iStock)
The National Association of Plan Advisors has announced its list of top women advisors for 2016.
Honorees in three separate categories—captains, who are principals, owners or team captains of their organizations; all-stars, who are top producers who have their own practices; and rising stars, who have less than five years of experience with retirement plans as a financial advisor—were nominated by partners at NAPA firms.
The nearly 500 nominees were then presented with questionnaires that asked for responses to a series of questions, both quantitative and qualitative, about their experience and practice.
Those questionnaires were then reviewed on an anonymous basis by a panel of judges who, over the course of several weeks, selected the honorees.
“We are pleased and proud to be able to acknowledge the fine and important work that these individuals have done to help provide a better retirement for their clients, employers and individual retirement savers alike,” Nevin E. Adams, chief of communications and marketing of the American Retirement Association, and editor-in-chief of NAPA-Net, said in a statement.
Fifty women made the list of winners in the “captains” and “all-stars” categories; the “rising stars” list is composed of 10.
Winners were listed in alphabetical order; below are the first 10 honorees in each category, along with their firms.
Captains: Jessica Ballin, 401k Plan Professionals (broker-dealer/RIA LPL Financial); Pam Basse, NFP (broker-dealer/RIA Kestra); Laura Battle, Pensionmark Financial Group (broker-dealer/RIA Pensionmark Financial Group); Kathleen Branconier, Penniall Retirement Advisors (broker-dealer/RIA Penniall & Associates); Linda Bright, Precept Advisory Group (broker-dealer/RIA Precept Advisory Group); Mary Caballero, Impact Benefits & Retirement (broker-dealer/RIA LPL); Jeanine Calandri, Praxis Consulting (broker-dealer/RIA Kestra Investment Services, LLC); Dorothy Campbell, ProVise Management Group (broker-dealer/RIA ProVise Management Group); Kelly Carlson, Advizrs, Inc. (broker-dealer/RIA Cambridge Investment Research); Laura Warnock Carrera, Carrera Retirement Company (broker-dealer/RIA LPL/Financial Advocates).
All-stars and Rising-Stars on next page
All-stars: Therese Anderson, Plan Sponsor Consultants (broker-dealer/RIA LPL Financial); Beryl Ball, CAPTRUST (broker-dealer/RIA CAPTRUST); Patricia Bills, CAPTRUST (broker-dealer/RIA CAPTRUST); Natasha Bonelli, Merrill Lynch ((broker-dealer/RIA Merrill Lynch); Julie Braun, Morgan Stanley (broker-dealer/RIA Morgan Stanley); Pamela Brooks, Oswald Financial, Inc. (broker-dealer/RIA LPL/GRP); Kerrie Casey, SageView Advisory Group (broker-dealer/RIA Cetera); Michele Casey, Morgan Stanley (broker-dealer/RIA Morgan Stanley); Amanda Chan, Kainos Partners Inc. Pensionmark (broker-dealer/RIA Pensionmark Financial Group, LLC); Susan Clausen, CAPTRUST (broker-dealer/RIA CAPTRUST).
Rising stars: Erica Blomgren, CAPTRUST (broker-dealer/RIA CAPTRUST); Kristen Cardey, SageView Advisory Group (broker-dealer/RIA Cetera); Robin Coggins, The Point Financial Group (broker-dealer/RIA LPL Financial); Gayle Dilla, UBS (broker-dealer/RIA UBS); Jill Greiner, Wells Fargo Advisors (broker-dealer/RIA Wells Fargo Advisors); Vanessa Larareo, SageView Advisory Group (broker-dealer/RIA Cetera); Lauren Loehning, Baystate Fiduciary Advisors (broker-dealer/RIA RIA); Jessica Margetson, UBS (broker-dealer/RIA UBS); Ruth Rivera, Bukaty Financial Services Companies (broker-dealer/RIA Resource Investment Advisors); Abigail Russell, CAPTRUST (broker-dealer/RIA CAPTRUST).
Originally published on BenefitsPro.com
The views expressed here are those of the author and not necessarily those of ProducersWEB.
Post Press Release
Reprinting or reposting this article without prior consent of Producersweb.com is strictly prohibited.
If you have questions, please visit our terms and conditions