Calling All Outstanding Advisors

The nomination deadline for our Oustanding Advisor Awards has been extended to March 5! Each May, we present our annual Outstanding Advisor Awards to ten veteran financial advisors who exemplify the highest standards of professionalism and are active in charitable giving and mentoring. Nominations require a short essay explaining why this person should be named as an Outstanding Advisor. Describe what makes this person worthy of the award and be brief–a few hundred words will suffice. Specifics are important; please include anecdotes that illustrate the advisor’s strongest qualities and committment to philanthropic activities.

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