RNL & Associates, an Independent Financial planning firm in Rutland, VT, today announces that its Financial Advisor and office operations manager, Katherine Brady, CFP, has been named to the Forbes’ Best-In-State Next-Gen Wealth Advisors list for 2019. The list was published on Forbes.com. Katherine Brady has been with RNL & Associates since 2008. She is a financial advisor and the office operations manager. She specializes in insurance and social security planning. Katie earned a Bachelor of Science degree from Castleton University, with concentrations in business management, business marketing, and computer information systems.
Wayne Bloom, CEO of Commonwealth Financial Network®, RNL & Associate’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Katherine Brady on being recognized by Forbes. The future of the financial advice industry is bright, and Katie—and RNL & Associates—will undoubtedly continue to make a positive impact. We remain committed to providing the solutions the next generation of financial advisors need to power their journey and add time back into their day so they can focus on their clients.”
I am proud to be one of the young, female, professionals recognized in our industry and state. It is a wonderful recognition of the hard work and care for clients that I work diligently to master.
The 2019 ranking of Forbes’ Best-In-State Next-Gen Wealth Advisors recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 6,389 advisors were considered, and 1,495 (23 percent of candidates) were recognized. Click here for the full methodology2 that Forbes developed in partnership with SHOOK Research.
About RNL & Associates
RNL & Associates has been providing individuals and organizations with financial guidance since 1987. Located at 86 North Main Street, Rutland, VT 05701, 802-773-4115, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.lazzaroassociates.com.
This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.
Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor. Fixed Insurance products and services offered through RNL & Associates or CES Insurance Agency. Tax preparation services offered by RNL & Associates are separate and unrelated to Commonwealth. Investments are not FDIC-insured, are not guaranteed by the bank and are subject to risks, including possible loss of the principal invested. RNL & Associates is a division of BerkshireBanc Investment Services.