December 22, 2009
Pamela M. Adams, CFP®, Among “Best of Best” Financial Advisors
Attending Barron's Winner's Circle Top Women Advisors Summit
Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Women
Financial Advisors and Industry Decision Makers
Posted by Dolores Volker
Irvine, CA -- (Wobwire.com) - Pamela M. Adams,
CFP® , First Vice President – Investment
Officer, Wells Fargo Advisors, Irvine, CA
attended the fourth-annual Barron’s
Winner’s Circle Top Women 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 at The Breakers in Palm
Beach, Fla. Dec 2-4, 2009.
In addition to Pam, 81 of the Top 100 Women Financial Advisors in the U.
S., as ranked and published in Barron’s June 8, 2009 issue, were also in
attendance. This annual ranking is the basis for the Top Women Advisor’s
Summit and the advisors are chosen based on the volume of assets
overseen by the advisors and their teams, revenue generated for the firms
and the quality of the advisors’ practices. The top 100 are comprised of
advisors from major security firms and independent operations.
“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 Pamela
Adams. “Discussing best practices one-on-one with the top financial advisors
across the country was a unique experience. It will be beneficial to bring
these insights back to my firm and my clients.”
The exclusive conference is designed to promote best practices and
generate new ideas across the industry. Attendees conducted workshops
led by the Top 100 Women Financial Advisors that explored current issues
from business development ideas, managing high-net-worth accounts and
families to portfolio management and retirement planning. Danny Ludeman,
president and CEO of Wells Fargo Advisors, was a keynote speaker at the
event.
“This Summit continues to be recognized by the financial advisor community
year after year as the leading industry event, bringing together key leaders
and top decision makers from around the country,” said Edwin Finn, editor
and president of Barron’s. “With our economy in a state of crisis, this year is
especially crucial as ideas and discussions generated from this event
provide attendees with sound investment and financial advice for businesses
and individuals in this difficult environment.”
In attendance were more than 400 women financial advisors who were
selected by their firms to attend and participate in the conference. For more
information about Barron’s Winner’s Circle conferences, please go to www.
barrons.com/conferences.
Pamela M. Adams was selected to attend the conference based on her
production.
The criteria for the Top 100 Women Financial Advisors in the US was
based on quantitative and qualitative criteria as well as by examining
regulatory records and talking with peers, supervisors, clients and the
advisors themselves. Portfolio performance is not a criterion because most
advisors do not have audited track records.
About Wells Fargo Advisors:
With over $1 trillion in client assets as of September 30, 2009, Wells Fargo’s
brokerage businesses have over 15,000 full-service financial advisors and
6,300 licensed financial specialists. This vast network of advisors, one of the
nation’s largest, serves clients through offices in all 50 states, the District of
Columbia and in Latin America. Wells Fargo Advisors is the trade name used
by two separate registered broker-dealers and non-bank affiliates of Wells
Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors
Financial Network, LLC (members SIPC). Statistics include other broker-
dealers of Wells Fargo & Company. www.wellsfargoadvisors.com .
Wells Fargo & Company is a diversified financial services company with $1.2
trillion in assets, providing banking, insurance, investments, mortgage and
consumer finance through more than 10,000 stores, over 12,000 ATMs and
the internet (wellsfargo.com) across North America and internationally.
Securities and Insurance Products:
Not Insured by FDIC or any Federal Government Agency
May Lose Value
Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate
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.
The “Barron’s Top 100 Women Financial Advisors” is a select group of
individuals who are screened on a number of different criteria. Among
factors the survey takes into consideration are the overall size and success
of practices, the quality of service provided to clients, adherence to high
standards of industry regulatory compliance, and leadership in “best
practices” of wealth management. Portfolio performance is not a factor.
Anika Ramirez
anika@hkamarcom.com
714-426-0444
Pamela M. Adams, CFP®, Among “Best of Best” Financial Advisors
Attending Barron's Winner's Circle Top Women Advisors Summit
Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Women
Financial Advisors and Industry Decision Makers
Posted by Dolores Volker
Irvine, CA -- (Wobwire.com) - Pamela M. Adams,
CFP® , First Vice President – Investment
Officer, Wells Fargo Advisors, Irvine, CA
attended the fourth-annual Barron’s
Winner’s Circle Top Women 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 at The Breakers in Palm
Beach, Fla. Dec 2-4, 2009.
In addition to Pam, 81 of the Top 100 Women Financial Advisors in the U.
S., as ranked and published in Barron’s June 8, 2009 issue, were also in
attendance. This annual ranking is the basis for the Top Women Advisor’s
Summit and the advisors are chosen based on the volume of assets
overseen by the advisors and their teams, revenue generated for the firms
and the quality of the advisors’ practices. The top 100 are comprised of
advisors from major security firms and independent operations.
“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 Pamela
Adams. “Discussing best practices one-on-one with the top financial advisors
across the country was a unique experience. It will be beneficial to bring
these insights back to my firm and my clients.”
The exclusive conference is designed to promote best practices and
generate new ideas across the industry. Attendees conducted workshops
led by the Top 100 Women Financial Advisors that explored current issues
from business development ideas, managing high-net-worth accounts and
families to portfolio management and retirement planning. Danny Ludeman,
president and CEO of Wells Fargo Advisors, was a keynote speaker at the
event.
“This Summit continues to be recognized by the financial advisor community
year after year as the leading industry event, bringing together key leaders
and top decision makers from around the country,” said Edwin Finn, editor
and president of Barron’s. “With our economy in a state of crisis, this year is
especially crucial as ideas and discussions generated from this event
provide attendees with sound investment and financial advice for businesses
and individuals in this difficult environment.”
In attendance were more than 400 women financial advisors who were
selected by their firms to attend and participate in the conference. For more
information about Barron’s Winner’s Circle conferences, please go to www.
barrons.com/conferences.
Pamela M. Adams was selected to attend the conference based on her
production.
The criteria for the Top 100 Women Financial Advisors in the US was
based on quantitative and qualitative criteria as well as by examining
regulatory records and talking with peers, supervisors, clients and the
advisors themselves. Portfolio performance is not a criterion because most
advisors do not have audited track records.
About Wells Fargo Advisors:
With over $1 trillion in client assets as of September 30, 2009, Wells Fargo’s
brokerage businesses have over 15,000 full-service financial advisors and
6,300 licensed financial specialists. This vast network of advisors, one of the
nation’s largest, serves clients through offices in all 50 states, the District of
Columbia and in Latin America. Wells Fargo Advisors is the trade name used
by two separate registered broker-dealers and non-bank affiliates of Wells
Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors
Financial Network, LLC (members SIPC). Statistics include other broker-
dealers of Wells Fargo & Company. www.wellsfargoadvisors.com .
Wells Fargo & Company is a diversified financial services company with $1.2
trillion in assets, providing banking, insurance, investments, mortgage and
consumer finance through more than 10,000 stores, over 12,000 ATMs and
the internet (wellsfargo.com) across North America and internationally.
Securities and Insurance Products:
Not Insured by FDIC or any Federal Government Agency
May Lose Value
Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate
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.
The “Barron’s Top 100 Women Financial Advisors” is a select group of
individuals who are screened on a number of different criteria. Among
factors the survey takes into consideration are the overall size and success
of practices, the quality of service provided to clients, adherence to high
standards of industry regulatory compliance, and leadership in “best
practices” of wealth management. Portfolio performance is not a factor.
Anika Ramirez
anika@hkamarcom.com
714-426-0444
The newswire for women-owned business
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