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Kimberly J. Brumbaugh, of Lincoln Financial Advisors, Among Top 500 Financial Advisors in U.S. Selected to Attend Barron's Top Women Advisors Summit
  • USA - English


News provided by

Lincoln Financial Network

Dec 14, 2015, 13:30 ET

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Exton, Pa. (PRWEB) December 14, 2015 -- Kimberly J. Brumbaugh, LUTCF, founder and CEO of Brumbaugh Wealth Management and registered representative of Lincoln Financial Advisors, recently attended the annual Barron’s Top Women Advisors Summit, an exclusive conference aimed at sharing best practices, generating new ideas across the industry, and advocating the value of advice to the investing public. Held on December 2 – December 4 in Palm Beach, Fla., the conference was attended by Barron’s “Top 100 Women Financial Advisors” and a select group of 400 additional female advisors representing the top level of performers within participating firms.

Attendees participated in peer-led sessions sharing wealth management strategies and heard from recognized keynote speakers from both inside and outside the industry.

“This conference was once again, an amazing experience,” said Brumbaugh. “The speakers and sessions were wonderful and I continue to be inspired by our industry’s top women advisors and their passion for serving and advocating for clients. Each year I bring back at least one great idea to integrate into my practice.”

Brumbaugh has been in the financial services industry for 18 years. Throughout her career, she has been a leader and positive role model for women advisors and the investing public. A multiple award winning financial planner, Brumbaugh has recently taken over the Chairmanship of the Chester County Chamber of Business and Industry (CCCBI), presiding as the second of only two women to be at the organization’s helm. She established her firm, Brumbaugh Wealth Management, in 2004 and focuses her practice on business owners, executives and retirees, and leads with individually crafted retirement plans. Brumbaugh Wealth Management was named the CCCBI’s 2015 Small Business of the Year.

Brumbaugh holds the professional designations of Life Underwriting Training Council Fellow (LUTCF), as well as FINRA series 6,7,63 and 65 registrations.

Brumbaugh Wealth Management is located at Eagleview Corporate Center, 760 Constitution Drive, Suite 100, Exton, Pa.

About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp., both members of FINRA and SIPC. Consisting of almost 8,500 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families.

Kathy Vega, Lincoln Financial Network, +1 860-466-2955, [email protected]

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