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LPL Financial Celebrates Its Growing Network of Women in Wealth Management

LPL Financial Celebrates Its Growing Network of Women in Wealth Management

lpl financial慶祝其不斷增長的女性财富管理網絡
GlobeNewswire ·  12/10 01:00

Representing the largest community of female financial advisors in the industry, LPL's sixth annual Achieve Conference unites a community of successful wealth management professionals

代表行業中最大的女性金融顧問社區,LPL第六屆年度Achieve會議匯聚了一群成功的财富管理專業人士。

SAN DIEGO, Dec. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, hosted its annual Achieve conference last week in Washington, D.C., an invitation-only leadership conference for LPL's growing community of women advisors. During the conference, the company announced significant progress in expanding its network of women advisors, reflecting the breadth of its affiliation models that provide ideal fits for women advisors who are starting, scaling and succeeding in the industry.

聖地亞哥,2024年12月09日(全球新聞)——财富管理行業的領導者LPL Financial LLC上週在華盛頓特區舉辦了年度Achieve大會,這是一個僅限受邀人士參加的領導力會議,面向LPL增長中的女性顧問社區。在會議期間,該公司宣佈在拓展女性顧問網絡方面取得了重大進展,反映了其聯盟模式的廣度,爲那些在行業中起步、擴展和取得成功的女性顧問提供理想的契合。

With over 5,400 registered representatives who identify as women, LPL is significantly outpacing other firms. This achievement underscores LPL's commitment to nurturing female talent in finance. In 2024, the firm has welcomed 547 new female advisors, increasing its total number of women advisors by 10% compared to the previous year.

LPL註冊的女性代表超過5400人,顯著領先於其他公司。這一成就凸顯了LPL在培養女性金融人才方面的承諾。在2024年,該公司歡迎了547名新的女性顧問,與去年相比,其女性顧問的總數增加了10%。

At the conference, LPL Financial Chief Executive Officer Rich Steinmeier reiterated the firm's commitment to supporting the continued success of this expanding network, noting, "Our industry is much better served when more women become advisors and bring their unique perspectives to building long-term client relationships through personalized financial advice. At LPL, we're proud to support the largest network of women advisors, championing their success and fostering a community that thrives together in every life stage of their business."

在會議上,LPL Financial首席執行官Rich Steinmeier重申了公司致力於支持這一擴展網絡持續成功的承諾,他指出:"當更多女性成爲顧問,併爲長期客戶關係的建立帶來獨特視角時,我們的行業獲益匪淺。我們爲能夠支持最大女性顧問網絡而感到自豪,倡導她們的成功,並在她們業務的各個生命週期階段共同發展社區。"

In addition to sessions on wealth management and business development, Achieve attendees toured Capitol Hill and met with lawmakers, heard from keynote speaker and negotiation expert Alex Carter, and celebrated LPL's 2024 cohort of Rising Stars. Launched in 2018, LPL Financial's Rising Star program recognizes women financial advisors and program managers who are delivering accelerated business growth and are next-gen leaders in a high-performing practice, program or institution. The following 20 women were honored at Achieve:

除了财富管理和業務發展會議外,Achieve與會者還參觀了國會山,與立法者會面,聆聽了主題演講者和談判專家Alex Carter的發言,並慶祝LPL 2024年新星計劃的獲獎者。LPL Financial的新星計劃於2018年推出,旨在表彰那些帶來加速業務增長的女性金融顧問和項目經理,她們是在高績效實踐、項目或機構中的下一代領導者。以下20位女性在Achieve大會上獲獎:

  • Kristin Afelumo
    HerPlanning
  • Courtney Callas
    Armstrong Wealth Management
  • Kelli Gargasz
    Client Centric Financial Advisors
  • Rachel Betzwieser
    Compass Financial Group
  • Rachel Dick
    Growtrust Partners
  • Emily Jameson
    Barney Financial Services
  • Crystal Bowles
    Financial Advice & Consulting, LLC
  • Danielle Durham Chan-Pong
    Allen & Company
  • Miranda Kimball
    VyStar Investment Services
  • Amanda King
    Don P. Quint & Associates
  • Taylor Mavrakos
    MFP Financial Services, Taylored Wealth Management
  • Abigail F. Wade
    R.M. Wade & Company, LTD.
  • Sarah Kosmerl
    Blue Heron Financial Group
  • Kathryn Murphy
    EPM Financial
  • Elizabeth Wertz
    Elements Wealth Management
  • Elise Levy
    Legacy Wealth Planning
  • Katrina Ridgeway
    Benchmark Wealth Management
  • Christina Zins
    Summit Wealth Management Group
  • Nickie Maia
    Delta Community
    Retirement & Investment
    Services
  • Alissa Todd
    The Wealth Consulting Group
  • 克里斯汀·阿菲盧莫
    她的規劃
  • 考特尼·卡拉斯
    阿姆斯特朗财富管理
  • 凱莉·戈爾加茲
    客戶導向金融顧問
  • 雷切爾·貝茨維澤
    指南針金融集團
  • 雷切爾·迪克
    Growtrust 合作伙伴
  • 艾米莉·詹姆森
    巴尼金融服務
  • 克里斯塔爾·博爾斯
    金融建議與諮詢有限責任公司
  • 丹尼爾·達漢·彭
    Allen & Company
  • 米蘭達·金博爾
    VyStar投資服務
  • 阿曼達·金
    唐·P·昆特及合作伙伴
  • 泰勒·馬伕拉科斯
    MFP金融服務,泰勒财富管理
  • 阿比吉爾·F·韋德
    R.m.韋德公司,有限公司
  • 莎拉·科斯梅爾
    藍鶴金融集團
  • 凱瑟琳·穆菲
    EPm金融
  • 伊麗莎白·維爾茨
    元素财富管理
  • 伊莉莎白·利維
    遺產財富規劃
  • katrina集團
    基準财富管理
  • 克里斯蒂娜·津斯
    峯會财富管理集團
  • 尼基·邁阿
    德爾塔社區
    養老與投資
    服務
  • 阿莉薩·託德
    財富諮詢集團

About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit .

關於LPL Financial
lpl financial控股公司(納斯達克:LPLA)是美國增長最快的财富管理公司之一。作爲金融顧問中介市場的領導者,lpl支持超過28,000名金融顧問和大約1,200家金融機構的财富管理業務,代表600萬美國人服務並保管大約1.7萬億的券商和顧問資產。該公司提供多種顧問加盟模式、投資解決方案、金融科技工具和業務管理服務,確保顧問和機構能夠靈活選擇所需的業務模型、服務和科技資源,以運行蓬勃發展的業務。有關lpl的更多信息,請訪問。

Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor and broker dealer, member FINRA/SIPC.

通過lpl financial LLC(「lpl financial」)提供的證券和顧問服務,它是一家註冊投資顧問和券商,成員FINRA/SIPC。

LPL Financial and its affiliated companies provide financial services only from the United States.

lpl financial及其關聯公司僅從美國提供金融服務。

Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

在本文中,"金融顧問"和"顧問"一詞均用於指與LPL Financial關聯的註冊代表和/或投資顧問代表。

We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.

我們會在我們網站的"投資者關係"或"新聞發佈"部分定期披露可能對股東重要的信息。

Media Contact:
Media.relations@LPLFinancial.com
(402) 740-2047

媒體聯繫:
Media.relations@LPLFinancial.com
(402) 740-2047

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追蹤編號:
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