KEYTHE WARD-AGUILAR AMONG “BEST OF BEST”
INDEPENDENT FINANCIAL ADVISORS ATTENDING BARRON’S
TOP INDEPENDENT WOMEN ADVISORS SUMMIT
Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Independent Financial Advisors and Industry Decision Makers
New Orleans (May 20, 2016)— Keythe Ward-Aguilar, CFP®, President of Ward Aguilar Financial, Inc., attended the inaugural Barron’s Top Independent Women Advisors Summit, hosted by Barron’s magazine to exchange ideas and best practices, with an eye towards improving their business and serving the investing public in the best possible manner. The invitation-only conference was held May 18-20 at The Ritz-Carlton in New Orleans.
“Sharing unique ideas and perspectives with other top women advisors will greatly benefit my clients and my team, which is why I was thrilled to be a part of this summit.”
This exclusive conference was designed to convene a group of highly successful independent advisors, to discuss how trends and shifts in the wealth advisory business create both unique challenges and opportunities for leading female practitioners. Barron’s-ranked women advisors, independent channel industry leaders and renowned advisor coaches conducted sessions that explored subjects ranging from human capital development, core business strategy and management, capital structures and innovation.
“America needs wise and proven financial leadership. This conference brings together the best advisors in the country to share information and ideas toward one goal – to better serve their clients, their families and their communities,” said Sterling Shea, Associate Publisher and Head of Wealth Management Programs at Barron’s “The financial markets and investing are more complex than ever. These leading advisors will leave this conference better equipped to help their clients find investing opportunities, avoid market traps and achieve financial well-being.”
Keythe was one of approximately 150 financial advisors who were either selected by Barron’s or their affiliated firm to attend and participate in the conference. Participating firms included: Advisor Group, Ameriprise Financial Services Inc., Fidelity Investments, Interactive Brokers Group LLC, LPL Financial Services, Raymond James Financial, TDAmeritrade and Wells Fargo Advisors Financial Network.
For more information about Barron’s conferences, please go to http://www.barrons-conferences.com/
Keythe Ward Aguilar is president of Ward Aguilar Financial, Inc. and an investment advisory representative of Partnervest Advisory Services, LLC. She was invited by Barron’s magazine to participate in this conference. This communication was prepared by Barron’s, who is responsible for its content.
Barron’s (www.barrons.com) is America’s premier financial magazine, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.