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WealthManagement.com Recognizes Top Companies at 2023 Industry Awards

The ninth-annual event featured 105 awards presented to 84 companies and individuals from a pool of 225 finalists.

New yorkUnited statesUnited kingdomMark brunoDiana brittonDavid armstrongSmartx advisory solutionsWealth management groupCambridge investment researchOrion advisor solutionsProspera financial servicesFidelity investmentsIndustry awardsZiegfeld ballroomEditorial strategyMercer advisors

The Healthy Advisor: Resiliency and Other Lessons Inside Lehman

Mike Wunderli thought he had it all an impressive book of business and a successful cross-divisional business practice. Then, his firm went bankrupt.

Diana brittonMike wunderliLehman brothersCapital groupBear stearnsManaging editor diana brittonWith mike wunderliWith wealth managementManaging directorConnect capital group

The Healthy Advisor: Persevering with Maria Castillo Dominguez

Maria Castillo Dominguez discusses her journey from a small Spanish town to becoming a senior financial planner with a major advisory firm in the U.S.

United statesDiana brittonMaria castillo dominguezTd ameritradeUniversity of sevillaManaging editor diana brittonApella wealthWith maria castillo dominguezWith wealth managementCastillo dominguezFinancial consultantInspired financial

Caring for Family With Serious Mental Illness With Paul Peeler

When a close family member spiraled into a mental health crisis, Paul Peeler was forced to deal with the emotions and rollercoaster of medications and doctors.

Paul peelerDiana brittonFinancial group in atlantaManaging editor diana brittonIntegrated financial groupPreparedness projectWith paul peeler

The Healthy Advisor: A Refugee's Journey With Sathya Chey Patterson

Sathya Chey Patterson views her humble beginnings and financially challenged upbringing as assets, not liabilities.

Diana brittonSteve carlsenSathya chey pattersonHalbert hargrove global advisorsMarshall school of businessKhmer rougeManaging editor diana brittonArise private wealthWith sathyaWith wealth managementChey pattersonManaging partnerCal state fullertonCarlsen elliott wealth managementWells fargo advisors

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