Annual list celebrates up-and-comers in the financial advice industry
NEW YORK, NY, June 07, 2021 /24-7PressRelease/ — Wealthspire Advisors, an NFP company and independent investment advisor headquartered in New York, today announced that advisor Amanda Campbell CFP®, CDFA®, AAMS®, AIF® has been named to the 2021 InvestmentNews 40 Under 40 list, which celebrates up-and-comers in the financial advice industry. Campbell is a vice president and advisor in Wealthspire’s Fulton, Md., office. She is also the co-author (with her sister, Michelle Riley) of The Health & Wealth Sisters’ 360° Action Plan: Total Self-Care for the Modern Woman’s Fiscal, Physical, and Emotional Well-Being (H&W Books, February 1, 2021).
Individuals on the 2021 InvestmentNews 40 Under 40 list were chosen from more than 1,000 nominations. Individuals named to the list include outstanding financial advisors and industry professionals supporting advisors, all under the age of 40. Nominees are evaluated on their accomplishments, contributions to the industry, leadership, and promise in the financial advice field.
“Amanda’s inclusion in the InvestmentNews 40 Under 40 list exemplifies her expertise and her commitment to empowering women with financial literacy,” said Mike LaMena, chief executive officer of Wealthspire Advisors. “We are proud to see her hard work, dedication, and leadership recognized within the industry.”
There are no fees or other considerations required of advisors nominated for the InvestmentNews 40 Under 40 list. The program’s selection criteria and a full list of honorees can be accessed on the InvestmentNews website at investmentnews.com.
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor with 14 offices in 8 states throughout the Northeast, Mid-Atlantic, and Midwest. We are fiduciary advisors who value connecting all parts of a clients’ financial life and deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 6,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 5th best place to work in insurance and 6th largest US-based privately owned broker (Business Insurance); 9th commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best’s Review).
Visit NFP.com to discover how NFP empowers clients to meet their goals.
Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Divorce Financial Analyst® or CDFA® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for Divorce Financial Analysts. CDFA® professionals must have two years minimum experience in a financial or legal capacity prior to earning the right to use the CDFA® certification mark.
ACCREDITED ASSET MANAGEMENT SPECIALIST℠ and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. © 2021 Wealthspire Advisors
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