The finalists for the Women in Wealth Management Awards have been announced | Job Binary


Winners will be announced in Excell REPRESENT

OMAHA, Neb., October 27, 2022 /PRNewswire/ — Industry leaders Carson Group, Fidelity Institutional®Financial Independence Group and Mariner Wealth Advisors have announced the finalists for the inaugural Excell REPRESENT Women Awards in wealth management.

The awards celebrate and honor women (and men!) making a difference in financial advice, women’s representation in the industry and in their communities. Winners will be announced live at the Excell REPRESENT Women in Wealth awards ceremony Nashville is on November 9. The event will be conducted by an industry consultant, Suzanne Syracusewho started it InvestmentNews 2015 Women’s Awards to Watch.

The awards recognize achievement in five areas and finalists include:

Community Impact Award
Highlights a woman who is using her platform or field of expertise to give back to her community in a meaningful way that has a lasting impact on that community.

  • Camila ElliottCFP®Founder and CEO, Collective Welfare Partners, Chairman of the CFP Board
  • Stacey FrancisCFP®CDFA, President and CEO, Francis FinancialInc. and founder of Savvy Ladies
  • Cheryl HickersonFounder and Chief Engagement Officer, Women and Finance

Industry Transformer Award
Honoring a woman who is driving transformation and innovation in wealth management and someone who makes a real difference for the betterment of our industry as a whole or those we serve.

  • Hannah MooreCFP®Founder and CEO, Amplified Planning
  • Christy Martin RodriguezSenior Vice President of the National Pension Institute®
  • Dana WilsonFounder and CEO, Changing the Way Individuals Prosper (CHIP)

Rising Star Award
Recognizes a woman who has been in the industry for five years or less and is already managing wealth or making a difference for her clients. This emerging leader demonstrates ongoing commitment by contributing to our profession through industry volunteering or by sharing their perspectives and best practices on a variety of key topics.

  • Liv GannonFounder, Hor
  • Lindsay LewisMBA, ChFC®CFP®Director and Chair, American College Center for Women in Financial Services
  • Anna N’Gi-Conte, MBA, CFP®founder and financial advisor, Dare to Dream Financial Planning

Mentor of the Year Award
This award is open to both men and women who have mentored and ally many women in the wealth management industry. The recipient of this award has actively supported women through career counseling to expand their experience, navigate organizations and receive fair pay, or to create an empowering culture within their firm that allows women to advance and become fully engaged.

  • Melanie Hastie-GrantFounder and Senior Wealth Advisor at Waterstone Private Wealth Management,
  • Jamie HopkinsWealth Solutions Managing Partner, Carson Group
  • Kay Lynn MayhewCFP®AEP®RFC®President, Merit Financial Advisors

Career Excellence Award
Honors a woman who has worked in the financial advisory profession for at least 20 years and who has demonstrated success and leadership in her career, as well as a proven ability to influence change in the industry. The honoree will have served as a mentor/role model and advocate for other women and will use her influence to support discussions and decisions around diversity and inclusion.

  • Karina AlmazDakota Wealth Management, Chief Growth Officer
  • Lazetta Rainey Braxton MBA, CFP®Founder and CEO of Lazetta & Associates and Co-CEO, 2050 Wealth Partners
  • Margaret Starner CFP®Senior Vice President, Financial Planner, Raymond James Starner Group

“We know that representation is critical to the future of our industry. This community is strong, and I’m confident that if we work together, we can create lasting change. This year’s nominees are positively impacting the industry, showcasing problem solvers, innovators and disruptors, and we want to recognize their achievements.” and we are happy to respect,” he said. Suzanne SyracuseSuzanne is the founder and CEO of Syracuse Consulting Services LLC.

Finalists in each category were selected by a panel of industry leaders with experience supporting women and other diverse communities. Winners will be announced live at the Excell REPRESENT Women in Wealth awards ceremony Nashville is on November 9. Non-attendees can follow conference events, including award winners, on Twitter @CarsonGroupLLC #ExcellRepresent.

The Carson Group

Founded in 1983 Ron Carson and headquartered in Omaha, NebraskaCarson Group serves financial advisors and investors through its three businesses – Carson fortune, Carson Coaching and Carson Associates. Carson Group has created an ecosystem to help financial advisors realize their firms’ full potential by providing marketing, compliance, technology, investment strategies, succession planning, M&A support and coaching. All three organizations share the mission of being the most trusted organization for financial advice.

Carson Partners provides investment advisory services through CWM, LLC, an SEC registered investment advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide consulting services.

Financial Independence Group

The Financial Independence Group enables financial professionals to meet their household planning needs in insurance planning and brokerage services. Its main areas of distribution include life, annuity, care planning and disability income insurance in fixed and fixed capacities. Financial professionals can use its services on a transactional basis or customize the offering to include full-service in-house client services.

Fidelity Institutional

Fidelity Institutional® Provides a comprehensive clearing and custodial platform, brokerage services, trading capabilities and experience management and consulting to Registered Investment Advisors (RIAs), including strategic acquirers and professional asset managers, as well as pension fund managers, broker-dealer firms, banks and insurance. companies National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, members of the NYSE, through SIPC. In addition to serving third-party institutions, the NFS brokerage platform supports all of Fidelity’s clearing and custody businesses, including Fidelity’s retail and capital markets businesses.

Fidelity Investments

Fidelity Investments and Fidelity Institutional (together “Fidelity”) are independent companies not affiliated with CARSON. No legal partnership, agency or similar relationship exists between CARSON and Fidelity, and no such relationship is created or implied by the information contained herein. Fidelity was not involved in the production of the content provided by CARSON and does not guarantee or assume responsibility for its content. Fidelity Investments and Fidelity Institutional are registered trademarks of FMR LLC. Fidelity Institutional provides clearing, custody or other brokerage services through members National Financial Services LLC or Fidelity Brokerage Services LLC, NYSE, SIPC. [eReview number 1051884.1.0].

Mariner Wealth Advisors

At Mariner Wealth Advisors, we provide 360° advice that lasts. We focus on one thing – partnering with clients to create a financial strategy for today and beyond that is flexible enough to change with them. The ultimate goal? Helping clients figure out what’s important to them in order to achieve their goals — we’re ready to be there for whatever life throws at them. We built our firm around what our clients need. We started by offering wealth planning resources, then added services from tax planning to insurance – all under one roof. We believe this comprehensive approach to wealth management will help make life easier for our clients. was established together in 2006 $300 million advised assets Mariner Wealth Advisors and its affiliates now provide advice $60 billion assets (as of June 30, 2022).

Press contact:
The Carson Group
Megan belt
531.213.2539
[email protected]

SOURCE Carson Group





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