Scottsdale, AZ (PRWEB) April 13, 2016
Robert Paolucci and Timothy Furgueson, both Vice Presidents and Financial Advisors at Essex Financial Services attended the eighth-annual Barron’s Top Independent 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 last month at the Fairmont Princess Hotel in Scottsdale, AZ.
50 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 24, 2015 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisors Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The Top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent 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 achieve financial well-being.”
Robert Paolucci and Timothy Furgueson were two of approximately 400 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event.
About Essex Financial Services
Essex Financial Services is one of the leading independent financial advisory firms in the United States. Cited by Barron’s and other leading publications, the firm’s unbiased, independent, client-centric approach has made it a leader in providing exceptional service to clients for over three decades. For more information on Essex Financial Services, please go to: http://essexfinancialservices.com/