InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Divam Mehta, Mehta Financial Group
InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Rocco Carriero, Rocco A. Carriero Wealth Partners, Ameriprise Financial.
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): John Loyd, The Wealth Planner.
InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Greg Guenther, GRANTvest Financial Group.
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Keary Castleberry, Snowden Lane Partners.
InvestmentNews Awards 2024, Advisor of the Year (Western region): Dave Alison, Alison Wealth Management and C2P Enterprises
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Jenna Biancavilla, Pearl Capital Management
Speakers at the InvestmentNews Women Advisor Summit delve into how to grow books of business in 2024.
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): James Wolf, Merrill Lynch Wealth Management.
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Nina O’Neal, AIM Advisors.
