Palo Alto, CA, December 8, 2015 (Newswire.com) - Virginia Taylor of Taylor Wallis & Associates in Palo Alto, CA, has been recognized by NAPA Net, the editorial arm of the National Association of Plan Advisors, as a 2015 Top Woman Advisor for her excellence and contributions in the retirement plan industry. Taylor is affiliated with LPL Financial, a leading retail investment advisory firm and independent broker/dealer.
NAPA Net honored top women advisors in four categories: All-Stars, who are top producers with their own book of business; Captains, who are All-Stars who are also principals, owners or team captains of their organizations; MVPs, outstanding advisors who are part of a team of advisors; and Rising Stars, advisors who have fewer than five years of experience as an advisor. Virginia Taylor was honored as an All-Star.
On behalf of LPL, I congratulate Virginia for being recognized for her commitment to her clients and the industry. We are proud to support successful women advisors, such as Virginia, as they bring greater diversity to the industry while playing a critical role in helping Americans plan for better retirement outcomes.
David Reich, LPL Executive Vice President and Head of Retirement Partners
Candidates were nominated and voted on by industry members as well as evaluated by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees.
“On behalf of LPL, I congratulate Virginia for being recognized for her commitment to her clients and the industry,” said David Reich, LPL executive vice president and head of Retirement Partners. “We are proud to support successful women advisors, such as Virginia, as they bring greater diversity to the industry while playing a critical role in helping Americans plan for better retirement outcomes.”
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is a leader in the retail financial advice market and currently serves $486 billion in advisory and brokerage assets. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2015). The Company provides proprietary technology solutions, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,100 independent financial advisors and 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities. Advisors associated with LPL serve an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets, as of June 30, 2015. LPL also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have 3,385 employees with primary offices in Boston, Charlotte, and San Diego.
LPL Financial, Taylor Wallis & Associates and the National Association of Plan Advisors are separate entities [Tracking #1-432245].
The financial consultants at Taylor, Wallis & Associates are Registered Representatives with, and securities are offered through LPL Financial Member FINRA/SIPC.