TOP INDEPENDENT ADVISORS SUMMIT
Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers
Phoenix (March 19, 2014)— Jeremy Paul, JD, CFP®, AIF® (President, RLP Wealth Advisors, LLC) attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the JW Marriott Desert Ridge, March 19 – 21 in Phoenix, AZ.
75 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 26, 2013 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.
“It is an honor to be included in this gathering of the nation’s most respected wealth management firms and industry leaders. As the needs of our clients increase, it is imperative that RLP stays at the forefront of innovative solutions and services.” said Jeremy Paul.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
“America needs wise and proven financial leadership. This conference brings together the best advisors in the country to share information and ideas toward one goal – to better serve their clients, their families and their communities,” said Ed Finn, editor and president of Barron’s. “The financial markets and investing are more complex than ever. These leading advisors will leave this conference better equipped to help their clients find investing opportunities, avoid market traps and achieve financial well-being.”
Jeremy Paul was one of approximately 400 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event. Associated participating firms included: Advisor Group, Ameriprise Financial Services, Charles Schwab, Commonwealth, Fidelity Investments, Interactive Brokers, LPL Financial Services, Pershing, Raymond James, TD Ameritrade Institutional, and Wells Fargo Financial Network.
The recipient of this award is not a guarantee of future performance. The opinions voiced in this article are for general information only. Securities and advisory services offered through NPC of America (NPCOA), member FINRA/SIPC, and a Registered Investment Adviser. RLP WEALTH ADVISORS, LLC and NPCOA are separate and unrelated companies.