Attending this summit is an honor, and has once again provided me a unique opportunity to learn about new financial strategies and network with some of the brightest minds in the business.
Scottsdale, AZ (PRWEB) April 23, 2014
Aaron Brodt, Chief Investment Officer at Gentry Wealth Management, attended the fifth-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 at the JW Marriott Desert Ridge, March 19 - 21 in Phoenix, AZ.
75 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 26, 2013 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit, and the advisors are chosen based on the volume of assets overseen by the advisors and their teams, as well as the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.
“Attending this summit is an honor, and has once again provided me a unique opportunity to learn about new financial strategies and network with some of the brightest minds in the business,” said Brodt, in a comment about his experience at the summit.
This exclusive conference is designed to promote best practices and to 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.”
Aaron Brodt was one of approximately 400 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event. Associated participating firms included: Advisor Group, Ameriprise Financial Services, Charles Schwab, Commonwealth, Fidelity Investments, Interactive Brokers, LPL Financial Services, Pershing, Raymond James, TD Ameritrade Institutional, and Wells Fargo Financial Network.
About Gentry Wealth Management:
Gentry Wealth Management is a boutique wealth management and financial planning services firm headquartered in Scottsdale, Arizona, with offices throughout the Southwestern United States. Gentry Wealth Management takes a diversified approach to wealth management, using both traditional and non-traditional investments to protect and enhance their clients’ wealth, regardless of current market conditions.
Learn more about Gentry Wealth Management here: http://www.gentrywealthmanagement.com/.
Barron’s (http://www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The “Barron’s Top 100 Independent Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.
Attendees of the Barron’s Conference were comprised of the independent advisors listed in “Top 100 Independent Financial Advisors” (August 26, 2013), as well as financial advisors who were chosen by Barron’s or their associated firms.