Exclusive Conference Hosts Gathering of
Nation’s Pre-eminent Financial Advisors and Industry Decision Makers
PALM BEACH, Fla. (Dec. 3, 2014) —Erin Pentz, CCO and Director of Client Portfolio Management attended the ninth-annual Barron’s Top Women 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 Dec. 3-5 at The Breakers in Palm Beach, Fla.
Seventy-six of the Top 100 Women Financial Advisors in the U.S., as ranked and published in Barron’s June 2, 2014, issue, were in attendance. This annual ranking is the basis for the Top Women Advisor’s Summit; advisors are selected for the list based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors’ practices. The Top 100 Women are comprised of advisors from major security firms and independent operations.
In addition to the top 100, 500 financial advisors designated as the top 1% producers of their firms are invited to attend. Erin Pentz was one of approximately 30 LPL- affliated advisors who attended the esteemed conference.
“On behalf of LPL, we are honored that Erin Pentz was invited to attend this highly regarded industry event,” said Robert Moore, President of LPL Financial. “We are proud to be her partner and to support her continued growth.”
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees took part in workshops led by the Top 100 Women 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 work toward financial well-being.”
For more information about Barron’s conferences, please go to www.barrons.com/ conferences.
Investment Advice offered through SBC Wealth Management, a registered investment advisor and separate entity from LPL Financial. Securities offered through LPL Financial. Member FINRA/SIPC
Barron’s (www.barrons.com) is America’s premier financial magazine, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The “Barron’s Top 100 Women Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.
LPL Financial and Barron’s are not affiliated entities.