NEW YORK – Red Oak resident Marie A. Moore, a senior vice president of wealth management at Citi-Smith Barney’s Dallas office, recently attended the second annual top women advisors summit hosted by Barron’s magazine and R.J. Shook, author of “The Winner’s Circle” book rating America’s top financial advisors.
The invitation-only conference on the business of delivering wealth management for high-net-worth individuals and institutions was held at the Breakers in Palm Beach, Fla., from Nov. 28-30.
The conference was attended by 84 of the top 100 women financial advisors in the United States, as ranked by Shook and published in Barron’s June 11 issue.
These advisors led breakout sessions that explored issues in wealth management – from developing a team and compensation issues, to incorporating philanthropy as a service, to target marketing and client segmentation strategies.
“It was an honor to be a part of this elite event, and a pleasure to meet others advisors who share the same integrity and passion for our profession,” Moore said. “Discussing best practices one-on-one with other top women financial advisors in the country was a unique experience and I’m excited to bring these insights back to my firm and my clients.”
Moore was one of 416 women financial advisers designated as the top annual producers of their firms. Firms sending attendees included A.G. Edwards, Ameriprise, Credit Suisse,
Deutsche Bank, LPL Financial Services, Merrill Lynch, Morgan Stanley, Royal Alliance Associates Inc., Robert W. Baird & Co., Smith Barney, UBS and Wachovia Securities, among others.
“We were pleased to bring together the top women financial advisors for our second annual event, with the common goal of improving the performance of the financial services industry,” said Ed Finn, editor and president of Barron’s. “These women are at the top of their game and we were thrilled to provide a platform for them to share their challenges, philosophies and success stories with other top performers.”
“Scores of ‘Winner’s Circle’ advisors have told me that once they’ve reached the top of their firms, there are fewer people – oftentimes no one – to share ideas with,” Shook said. “For this reason, we’re bringing the best of the best women together again to share ideas and discuss how to keep raising the bar for their practice and for the industry.”