Commonwealth Financial Network® Congratulates Honorees on NAPA's 2017 Top Women Advisors List
Waltham, MA (January 11, 2018)—Commonwealth Financial Network®, the nation's largest privately held Registered Investment Adviser–independent broker/dealer, congratulates two affiliated advisors on being named to the National Association of Plan Advisors (NAPA) Top Women Advisors list for 2017.
The two Commonwealth-affiliated advisors were named “All-Stars,” defined as top producers who have their own practice. They are:
- Jamie Kertis, AIF®, QKA, CPFA, Strategic Retirement Plan Coordinator, Grinkmeyer Leonard Financial, Birmingham, Alabama
- Marcy Supovitz, AIF®, CPC, QPA, QKA, CPFA, ChFC®, CLU®, FLMI, Boulay Donnelly & Supovitz Consulting Group, Worcester, Massachusetts
"Congratulations to Jamie and Marcy on being named to the Top Women Advisors list," said Paul Mahan, senior vice president, retirement consulting services. "These women have made—and continue to make—significant contributions to the retirement plan industry. They are well respected and maintain a standard of excellence in their profession. Commonwealth’s Retirement Consulting Services team remains dedicated to providing these successful advisors with one-on-one support from our in-house experts who provide guidance on every aspect of the retirement plan process."
The Top Women Advisors list(1) was created by NAPA to recognize the growing number of women who are making significant contributions to the retirement plan industry. Advisors were nominated by NAPA firm partners and their peers and completed an application process. Approximately 600 nominations were received, and more than 12,000 votes were cast in support of these individuals. Honorees were selected by a panel of judges based on their individual experience, contributions, and business composition. List makers were honored in three separate categories: All-Stars, Captains, and Rising Stars.(2)
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation's largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports 1,710 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
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(1) Not indicative of the investment advisor’s future performance. Your experience may vary. For more information, please visit www.napa-net.org.
(2) Nominations were made by NAPA broker/dealer and RIA partners. Honorees were selected by a panel of judges based on criteria such as a candidate’s percentage revenues derived from retirement plans, total plan assets under management/advisement, years of experience working with workplace retirement plans, regulatory compliance record, and credentials. Votes were used to break ties, if applicable. There were 201 qualified advisors considered for this award; 110 (55 percent of candidates) were named to the list. List makers were then separated into three different categories: All-Stars, Captains, and Rising Stars. The nominated advisor need not be a NAPA member. As defined by NAPA: All-Stars: top producers who have their own practices. Captains: All-Stars who happen to be principals, owners, or team captains of their organizations. Rising Stars: top producers who have less than five years’ experience with retirement plans as a financial advisor.