David Pickler Attended Barron's Winners Circle Top Independent Advisors Summit
(April 17, 2012) - David Pickler, President and Chief Executive Officer of Pickler Wealth Advisors, attended the fourth annual Barron's Winner's Circle 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 on March 21st - 23rd with Pickler being the only Tennessee advisor in attendance.
65 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron's August 29, 2011 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisors Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers. "It is an amazing honor to be selected by Barron's Magazine for this prestigious conference. The opportunity to interact with other top advisors was remarkable.
The exclusive conference is designed to promote best practices and 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.
"The work these independent advisors do and their influence will only increase as the nation's Baby Boomers plan for retirement and all Americans nurture their portfolios and husband their businesses through difficult times", said Ed Finn, Editor and President of Barron's. "This Summit brings together the industry's leaders from across the country and provides a forum where they can address the key concerns of their clients and develop solutions to their financial-planning needs."
In February, David was selected as one of America's Top Financial Advisors by Barron's Magazine. This was the second consecutive year that Pickler was selected to the honor roll of America's Top 1,000 Financial Advisors. Barron's list, published in the February 20, 2012 edition, also identified Pickler as one of the top 15 Financial Advisors in Tennessee and one of only two in West Tennessee.
Barron's ranks advisors using data provided from more than 4,000 of the nation's most productive financial advisors, ranging from Wall Street firms to smaller, independent agencies. The top 1,000 advisors are ranked according to revenues generated from their firms, assets under management, quality of their practice, philanthropic work and their regulatory record.
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