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The 2020 class of 40 Under 40 honorees represent the best of the future of the financial advice community
2020 – InvestmentNews 40 Under 40 "The Future of Our Business"
The InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, our editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise
Our team works hard to be a top provider in the financial services industry. We are proud of these achievements at both a local and national level.
2019 – Wealthmanagement.com Thrive Award for 500 Top Fastest Growing Firms
2019 – Business and Finance Award for Excellence from Long Island Business News
2019 – Long Island 40 under 40
2012 – 30 under 30 from Huntington Chamber of Commerce
2019 – Port Jefferson Country Club Champion (golf)
2018 – Top 50 Business Women on Long Island
To qualify for the WealthManagement.com 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps. There was no fee paid in exchange for this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with WealthManagement.com. For more information please visit: https://www.wealthmanagement.com/people/2019-list-fastest-growing-advisors
To qualify for the Business and Finance Award for Excellence, 30 under 30 from Huntington Chamber of Commerce and the Top 50 Business Women applicants had to be nominated from subscribers to the Long Island Business News online publication and the winners are selected by a board of judges for the publication. For more information on the criteria used for award winners please visit www.LIBN.com. No fee was paid in exchange for this award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with Long Island business News.