Rising Star Award honoree 2018

The second annual Rising Star Award is awarded to Rachel Moran, financial adviser and shareholder in RTD Financial.

Ms. Moran became a shareholder at RTD Financial in April, gaining a stake in a firm that is older than she is.

Reaching that heady level at age 29 is a journey that required stretching, taking chances and having conversations with more senior colleagues that could be a bit awkward.

When she talks to other women getting started in the investment advice field, she encourages them to be bold on their career path.

"Don't be afraid to be uncomfortable and put yourself out there," Ms. Moran said. "As a young woman, the biggest things have been gaining my confidence and finding my voice."

An emerging leader in advice

This accolade recognizes an emerging leader in the financial advice industry who is still in the early stages of her career, but shows ongoing and exceptional growth in contributions to the profession. The winner of this award has already demonstrated leadership qualities and is expected to be a driving force in the future advice business.

The inaugural Rising Star Award was given in 2017 to Rianka Dorsainvil, founder of Your Greatest Contribution.

The recipient of the 2018 Rising Star Award was chosen by InvestmentNews’ selection committee. Ms. Moran, as well as our 20 Women to Watch, will be honored at a leadership event dedicated to women in the advice industry on March 14, 2019, in New York.

2018 Winners
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