Five financial advisers have been honored by The Invest in Others Charitable Foundation for their volunteer work. The group recognizes the community-minded efforts of financial advisers.
Alana Scott of Lattig Scott Wealth Management in Modesto, California, won the group’s Catalyst Award for her work with the Women’s Education and Leadership League. Dave Weeks of Weeks Financial Group in Naperville, Illinois, was honored with the Community Service Award for his work with Naperville Elderly Homes. Aron Weingard of Weingard Wealth Management of Raymond James in New York City was honored with the Emerging Impact Award for his work with Experience Camps for Grieving Children, and Susan Youngsman of LPL Financial in Lynnwood, Washington, was given the Volunteer of the Year Award for her work with Summer Search Seattle. Invest in Others donated $50,000 to each honoree’s designated charity.
Gail Perry-Mason of Oppenheimer & Co. in Grosse Pointe Farms, Michigan, was honored with the group’s Lifetime Achievement Award for her work with Detroit Impact / Money Matters for Youth, which received $75,000 from Invest in Others.
The awards were presented in Boston Thursday at the group’s 16th annual gala.
While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.
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Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
