Commonwealth Financial Network® Congratulates Honorees in Forbes' Top Women Wealth Advisors List
Waltham, MA (April 30, 2019)—Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, congratulates three affiliated advisors on being named to Forbes’ Top Women Wealth Advisors list for 2019. The list is published on Forbes.com.
The three Commonwealth–affiliated advisors named to this list are:
- Debra Brede, AIF®, D.K. Brede Investment Management Company, Inc., Needham, Massachusetts
- Carrie Coghill, CFP®, AIF®, Coghill Investment Strategies, LLC, Pittsburgh, Pennsylvania
- Nichole Raftopoulos, CFP®, CDFA, AIF®, MPAS®, Nvest Financial Group, LLC, Kennebunk, Maine
“It is wonderful to see the many achievements of Debra, Carrie, and Nichole recognized by Forbes,” said Wayne Bloom, Commonwealth CEO. “These independent Advisors add tremendous value to our industry, our community, and, importantly, each client they serve. We are proud to provide the infrastructure, people, and service to support the needs of their businesses and clients—today and in the future.”
The ranking of Forbes’ Top Women Wealth Advisors(1) is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, assets under management, compliance records, industry experience, and best practices (gathered through telephone and in-person due–diligence interviews). SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 7,826 advisors were considered, and 250 (3.1 percent of candidates) were recognized. For the full methodology(2) that Forbes developed in partnership with SHOOK Research, please visit https://bit.ly/2vA9MPr.
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. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Five Times in a Row.” The firm supports approximately 1,950 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.
Join Our Community:
(1)This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. As your specific needs and circumstances may vary, you are encouraged to conduct your own due diligence.
(2)Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.