In 2016, Fielding set CAPTRUST’s 10-year plan, which includes expanding its wealth management business line to create further cross-selling opportunities...LEARN MORE
Ron has led Carson Group through multiple initiatives in the past year all which have helped the firm experience exceptional growth, including opening seven new Carson Wealth retail locations...LEARN MORE
During the COVID-19 crisis Raffone safely transitioned all 1,500 employees to work remotely, closing all 170 locations while continuing to serve their cleints...LEARN MORE
Jerry established Sigma Financial Corporation and Sigma Planning Corporation in 1983 to provide superior services to independent registered representatives and investment adviser representatives...LEARN MORE
FINALIST - Dakota Wealth Management: Peter Raimondi
To support organic growth efforts, Abby collaborated with an industry leader, Snappy Kraken, to roll out an innovative and comprehensive digital content marketing platform...LEARN MORE
Ron's vision propelled the firm forward to serve more than 30,000 families and hit $12B in AUM, which as mentioned, allowed tech cost coverage for Carson Partners...LEARN MORE
Ric Edelman was one of the most vocal leaders to advocate for expanded access to retirement security and relief for families struggling from the COVID-19 fallout...LEARN MORE
FINALIST - Moisand Fitzgerald Tamayo, LLC: Dan Moisand, CFP, Principal
