2023 Excell Represent – Women in Wealth Management Award Finalists
Del Mar, CA - November, 2023
Weatherly’s Kelli Burger and Lindsey Thompson were finalists in the 2nd Annual Women in Wealth Management Awards program. The awards were designed to celebrate and honor women in the wealth management industry, who act as an inspiration for others and who are making a difference in the profession and their communities, the release said. The awards included recognition in seven categories: Community Impact, Industry Transformer, Up & Comer, Excellence in Mentorship and Allyship, Career of Excellence, Backstage Star and Transition Triumph.
Kelli was one of three finalists in the Excellence in Mentorship & Allyship award category. “This award is open to both men and women who have acted as mentors and allies to women in the wealth management industry. This honoree has openly supported women through career advice in growing their practices, navigating through their organizations, getting paid fairly, or creating a culture of empowerment at their firm that empowers women to advance and bring their true selves to work.”
Lindsey was one of three finalists in the Backstage Star award category. This category “celebrates a woman whose quiet daily management makes everything go smoothly for the firm, the people within it and the clients it serves. These honorees have demonstrated the ability to work with multiple departments and create synergies between them, resulting in outstanding outcomes for the firm.”
Members of Weatherly were invited to participate and nominate team members via email invitation from the Carson group. Team members at Weatherly nominated five Weatherly team members for various award categories through an online survey with www.excellrepresent.com. Finalists were announced September 15, and winners announced on the first day of the Excell REPRESENT event, taking place November 15-16 at Caribe Royale in Orlando, Fla.
No fees were required to respond to the survey or to be published as a finalist. Finalists had the option to pay registration fees to attend the Excell REPERESENT event. Weatherly did not attend the event and did not make any payments to Excell as of the time of this disclosure.
Finalist status in this awards program is not representative of any one client’s experience and is not indicative of Weatherly’s future performance. Weatherly is not aware of any facts that would call into question the validity of the program or the appropriateness of advertising this award.
About Excell Represent
Now in its second year, Excell Represent is an industry-wide, collaborative event aimed at empowering women in wealth management to build community, level up professionally and impact the industry for the better. Foundational Partners for the event include Carson Group, Fidelity Institutional, Financial Independence Group and Mariner Wealth Advisors.
About Weatherly Asset Management, L.P.
Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high net worth individuals, small businesses and institutional clients since inception of the Firm in 1994.
Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.
Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.
Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.
For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/
For information on our ADV filings and Compliance, please visit:
https://adviserinfo.sec.gov/firm/summary/106935
http://www.weatherlyassetmgt.com/adv/
If you would like to learn more, please contact:
Carolyn P. Taylor
858-259-4507