WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, congratulates four affiliated advisors on being named to the Forbes’ Top Women Wealth Advisors list for 2018. The list is published on Forbes.com.
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
Wayne Bloom, CEO of Commonwealth, said, “I extend sincere congratulations to Julianne, Debra, Carrie, and Nichole on being recognized by Forbes. These distinguished women demonstrate an unwavering commitment to quality, service, and independence. We commend the achievements of these advisors, and we remain as dedicated to serving their sophisticated practices as they are to providing comprehensive financial planning to their esteemed clients.”
The ranking of Forbes' Top Women Wealth Advisors(1) 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, assets under management, 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, 7,435 advisors were considered, and 250 (3.3 percent of candidates) were recognized. For the full methodology(2) that Forbes developed in partnership with SHOOK Research, please visit https://bit.ly/2JSL5TQ.
About Commonwealth Financial Network
Founded in 1979,
Commonwealth Financial Network, member FINRA/SIPC, is the nation’s
largest privately held Registered Investment Adviser–independent
broker/dealer, with headquarters in Waltham, Massachusetts, and San
Diego, California. The firm supports approximately 1,800 independent
financial advisors nationwide. 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.