WINNIE SUN AMONG "BEST OF BEST" FINANCIAL ADVISORS ATTENDING BARRON'S WINNER'S CIRCLE ...
WINNIE SUN AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S WINNER’S CIRCLE TOP WOMEN ADVISORS SUMMIT
Exclusive Conference Hosts Wealth Management Leaders and Industry Decision Makers
NEW YORK -- January 7, 2009 -- (Winnie Sun, First Vice President – Wealth Management, Smith Barney, Irvine, California) attended the third-annual “Top Advisors Summit” hosted by Barron’s Winner’s Circle, which promotes best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Ritz-Carlton Orlando, Grande Lakes Dec. 3-5 in Orlando, Fla.
In addition to Winnie Sun were 84 of the Top 100 Women Financial Advisors in the U.S., as ranked by The Winner’s Circle and published in Barron’s June 9, 2008 issue. These industry leaders conducted workshops and panels that explored current issues in wealth management – from marketing to the affluent, to defining and evolving practices as the market place changes. Small roundtables were also offered and led by the top financial advisors on 10 different topics up for discussion ranging from facing industry challenges to operating a large retail practice.
“It was an honor to be a part of this event and to meet other professionals who share the same integrity and passion for this industry,” said Winnie. “Discussing best practices one-on-one with the top women financial advisors across the country was a unique experience. It will be beneficial to bring these insights back to my firm and my clients.” Also in attendance were nearly 500 financial advisors who were selected by their firms to participate in the event. Firms sending attendees include: AIG Advisor Group,
Ameriprise Financial, Credit Suisse Securities (USA), LLC, Deutsche Bank, LPL Financial, Merrill Lynch, RBC Wealth Management, Morgan Stanley, Robert W. Baird & Co., Smith Barney, UBS Financial Services and Wachovia Securities.
“The Summit has become a benchmark event for the financial-advisor community and proved to be an excellent time to hold this conference to generate ideas to help deal with the current market turmoil,” said Edwin Finn, president, Barron’s Magazine. “The top financial advisors came together with other industry leaders to share information and be proactive about finding solutions for their clients and for the industry overall.”
Winnie Sun, First Vice President of Wealth Management is part of the Sun Group at Smith Barney located in Irvine, CA. She can be reached at 949.955.7889, www.fa.smithbarney.com/sungroupsb .
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About Barron’s
Barron’s (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.
Barron's Top 100 Women Financial Advisors, as identified by The Winner's Circle®, LLC , bases its rankings on qualitative criteria: professionals with a minimum of 7 years' financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. With over 7,000 nominations compiled on an annual basis, advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. For more information on ranking methodology, go to www.WCorg.com . The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the advisor's clients. The rating is not indicative of the advisor's future performance. Neither Smith Barney nor its financial advisors pay a fee to The Winner's Circle in exchange for the rating
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