NEW HOPE, Pa.--(BUSINESS WIRE)--Lisa (Bodine) Policare of Penn Wealth Planning, LLC was recently ranked No. 45 in Pennsylvania on the annual Best-In-State Wealth Advisors list and No. 206 in the nation on the Top Women Wealth Advisor list, both published by Forbes.
According to Forbes, the annual lists highlight over 2,000 of the nation’s top-performing advisors, nominated by their firms and then evaluated based on a qualitative algorithm and quantitative criteria administered by SHOOK Research. The criteria includes interviews, industry experience, community involvement, revenue trends and client retention*.
“I congratulate Lisa (Bodine) Policare on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “This recognition is a reflection of her commitment to providing objective financial advice that is uniquely geared toward her clients’ needs. Lisa’s success is a great service to the financial advice industry and the value of independent advice. LPL is proud to support Lisa (Bodine) Policare and we thank her for the work she does to enrich the financial lives of her clients.”
Lisa has been providing financial services to clients in Pennsylvania for over 20 years. Along with her team at Penn Wealth Planning, Lisa provides a full range of financial services, including retirement and financial planning, individual investment management and insurance services.
Lisa (Bodine) Policare is an LPL Financial advisor. LPL is the nation’s largest independent broker-dealer** and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About Penn Wealth Planning, LLC: Penn Wealth Planning is an independent wealth management firm. Our independence enables us to focus on your best interests at all times. We take the time to learn about you, your goals and objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. These are just a few of the considerations that differentiate Penn Wealth Planning and contribute to our unparalleled reputation for developing meaningful, long-term client relationships built on trust.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
* The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
LPL Financial, Forbes magazine and SHOOK Research are all separate entities.
**Based on total revenues, Financial Planning magazine, June 1996-2018
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm or qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Securities offered through LPL Financial, member of FINRA/SIPC