“We are excited Financial Planning ranked us #2 in the IBD space for women and we are working hard as one
Women are also increasingly prominent for the financial services industry as clients. According to a McKinsey PriceMetrix (2019) study: “By 2030, American women are expected to control much of the
“We often hear that women clients prefer women advisors, and while that’s not always the case, it’s a reality to which Avantax and our women advisors are highly attuned,” said
The Avantax Community’s commitment to advancing women in wealth management and financial services overall – whether as women role models or male allies – includes three independent advisors who recently affiliated with Avantax:
- “I am not surprised that Avantax is an industry leader in women advisors. I moved my large practice to Avantax because I knew that the professionalism evident in the Avantax culture would translate into real benefits for my clients, my staff and me.” -
Anna Luke , CFP®, President and CEO ofComprehensive Financial Services , who affiliated with Avantax inJuly 2023 . - “As a new advisor recently affiliated with Avantax, I was pleasantly surprised at the consistent level of women at the recruiting and management level. I think Avantax’s focus on tax-intelligent planning and advisory business is a natural fit for female advisors such as myself who often prefer to focus on big-picture planning and solutions.”
Susan Quigley , CFP®, owner ofSQuigley Financial LLC , who affiliated with Avantax inJuly 2023 . - “Women hold a variety of tax and advisory roles within my firm. I’m very lucky to have them, and it’s important to recognize the success they’re having in our industry and to support them with the goal of getting everyone on the same page.” –
Frank Calise , CEO and Founder ofCFR Capital Group , who affiliated with Avantax inJune 2023 .
Tax and financial professionals can learn more about Avantax by clicking here.
Financial Planning’s IBD Elite 2023 study methodology: Results are based on data from 45 participating firms in the IBD Elite. Financial Planning relied on the firms to ensure the accuracy of the information. FP works to verify data when possible. N/A means not applicable or not available. The 2021 data does not always match last year’s survey because some companies restated data; as a result, some of the rankings from the prior year are different. The data for some firms that merged may have also changed from last year’s survey. All figures reflect calendar year numbers. Total revenues drive the overall IBD Elite rankings.
No compensation was given in connection with Avantax being ranked in the IBD Elite 2023 study.
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