Honors
Third-party rankings and recognition from rating services or publications is no guarantee of future financial or investment success and working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results.
Investment News Alexandra Armstrong Lifetime Achievement Award
2024
This award recognizes and celebrates a female leader with a minimum of 15 years’ experience who has contributed greatly to the advancement of the wealth management and financial planning industry in the US.
Investopedia Top 100 Financial Advisors
2021
The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.
InvestmentNews Icons & Innovators
December 2017
This program pays tribute to the visionaries who have shaped and transformed the financial advice profession. InvestmentNews’ editorial team, as well as readers, recognize the men and women who have made outstanding contributions to the financial advice profession.
InvestmentNews Women to watch
November 2016
The annual InvestmentNews Women to Watch list honors female financial advisers and industry executives who exemplify the definition of true leaders and role models. They must be distinguished leaders at their firms and have advanced the business of providing advice through their leadership, passion, creativity and willingness to help other women along the way.
November 2016
The annual InvestmentNews Women to Watch list honors female financial advisers and industry executives who exemplify the definition of true leaders and role models. They must be distinguished leaders at their firms and have advanced the business of providing advice through their leadership, passion, creativity and willingness to help other women along the way.
NAPFA Special Achievement Award
June 2016
The NAPFA Special Achievement Award is presented to non-members whose service greatly enhanced the environment for Fee-Only financial advisors or the advising profession. Providing consumer education on the benefits of a comprehensive financial plan and highly-qualified advisor is another component to be considered when nominating someone for this award. Although Carolyn is a NAPFA member, they presented this honor to her for her work in the press around the intersections of health and personal finance.
June 2016
The NAPFA Special Achievement Award is presented to non-members whose service greatly enhanced the environment for Fee-Only financial advisors or the advising profession. Providing consumer education on the benefits of a comprehensive financial plan and highly-qualified advisor is another component to be considered when nominating someone for this award. Although Carolyn is a NAPFA member, they presented this honor to her for her work in the press around the intersections of health and personal finance.
Contact Us
Contact us today with questions or to schedule an appointment.
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(904) 448-5158
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