InvestmentNews is honoring female financial advisers and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their leadership, passion, creativity and willingness to help other women along the way.

Welcome to InvestmentNews’ inaugural Women to Watch list and Lifetime Achievement Award recognition.

It’s hard to believe that it was only four months ago that we put out a call for nominations for our Women to Watch list. We were looking to recognize female advisers and executives who have elevated the financial advice industry in some way.

We were confident there would be plenty of submissions, but we had no idea just how big that response would be. With more than 400 nominations, we clearly had a difficult task to whittle it down to just 20 honorees.

The women profiled here all meet the rigorous criteria we looked for in our selection process. Their work already has made a lasting impact on the industry. They also are distinguished leaders at their firms, have demonstrated a willingness to share their experiences with others and have given back to the industry.

Many names you will recognize. Others you may not. But all of these women are fabulous role models for other women already in the business, as well as those thinking about joining the industry.

I hope when you read their profiles you will understand why they made the list!

While selecting 20 honorees for our Women to Watch list was difficult, picking just one to receive our first ever Lifetime Achievement Award was not. Alexandra Armstrong represents all the qualities we were looking for among our Women to Watch ... and then some. She is a trailblazer. She is tenacious, a forward thinker with guts, spunk and just the right amount of attitude. Not only that, she is generous with her time, helping others and supporting the many causes she is associated with, including that Foundation for Financial Planning.

In putting together the story on Alex, we had the privilege of speaking with many of her friends, family members and colleagues about her journey as a woman in the financial advice business. Those conversations only served to reinforce our decision that Alex is the perfect choice for our inaugural Lifetime Achievement Award.

If you want to be part of honoring Alex and all of our Women to Watch honorees, I invite you to attend our half-day Women in Financial Services leadership summit, sponsored by the Investment Program Association, followed by the awards ceremony, on March 16 in New York City. I hope to see many firms there as a show of their support for the advancement of women in financial services.

All of us at InvestmentNews are grateful for the opportunity to share the stories and experiences of the many dynamic, diverse and determined women who are part of the financial advice industry.

— Suzanne Siracuse, VP-Publisher, InvestmentNews

Women to Watch are...

  • Successful

    The advisers and executives who made our inaugural list of 20 Women to Watch have devoted an average of 27 years to the financial advisory industry. In that time, all of them have demonstrated significant accomplishments and made a name for themselves.

  • Leaders

    All of the women on the list have taken the helm and effected change in one way or another at their organizations, which include custodians, broker-dealers, registered investment advisers, wirehouses and asset management firms.

  • Taking us into the future

    Each honoree has recognized the shortage of women in the financial advice industry and has demonstrated a willingness to share her expertise by serving as a mentor or role model to other female professionals.

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