Updated: Oct 27
Congratulations to Brittany Smith of Wealth Partners Alliance for being named 2019 Top Woman Advisors by the National Association of Plan Advisors list of 50 All-Stars!
The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non‐profit association. Nominations from the list were provided by NAPA Broker‐Dealer/RIA Firm Partners. Nominees had to be women, had to be retirement plan advisors with their own book of business. Nominees are required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker‐check review, selected the top women advisors. Within the group of top women advisors, Captains are those who were principals, owners, or team captains of their organizations.
All‐Stars are top producers who have their own practice. Rising Stars are top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a plan advisor). In 2019, there were 502 nominations, and 209 were considered. There were 50 Captains, 50 All‐Stars, and 15 Rising Stars on the final list. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this ranking. Raymond James is not affiliated with National Association of Plan Advisors (NAPA).