2023- San Diego Magazine’s Celebrating Women 2023 Nominations
Del Mar, CA - November, 2023
Carolyn Taylor, Kelli Burger, Brooke Kelly, and Lindsey Thompson were nominees in the 2023 Annual San Diego Magazine’s Celebrating Women in Finance category. Carolyn was a Pioneer nominee, while Kelli, Brooke and Lindsey were Rising Star nominees. The award program recognizes one Pioneer and one Rising start in each of the 14 award categories. None of the nominees from Weatherly were winners.
The awards define a “Pioneer” as an individual that has and continues to carve a path to a brighter future. This is someone who is regarded as an expert in her industry and influences and empowers women in and beyond San Diego. A “Rising Star” is an individual that is regarded as an up-and-comer in their industry; this is someone who is actively trailblazing her way to a brighter future and setting the stage for those to follow. More background on the award categories is available here: https://sandiegomagazine.com/things-to-do/san-diego-magazines-celebrating-women-2023-nominations/
The San Diego Magazine solicited nominations via email in the form of an online survey. Members of the Weatherly team nominated Carolyn Taylor, Kelli Burger, Lindsey Fiske-Thompson, and Brooke Boone. Nominees and finalists were evaluated based on their business accomplishments and community involvement. Weatherly supplied the information for the nominations by completing the Magazine’s questionnaire. The associated “people’s choice” awards solicited votes from the general public. A panel of 4-5, unbiased, San Diego Magazine-affiliated female judges reviewed all entries and determined the top three Pioneers and top three Rising Stars in each of the 14 categories. Those 84 individuals then moved into round two (new this year), which was the People’s Choice! All 84 nominations were featured on the SD Magazine website for the public to vote on who they thought should be selected as the Pioneer and Rising Star in each category. SD magazine also selected a San Diego Magazine Pioneer of the Year and Rising Star of the Year from the full pool of nominations which was named at the Celebrating Women Summit on November 2, 2023 held at UC San Diego’s Park & Market and presented by Copia Wealth Management & Insurance Services. More about the methodology is available here: https://sandiegomagazine.com/magazine-event/san-diego-magazines-celebrating-women-summit-2023/
Weatherly was not required to make payments or purchases to nominate, be nominated, be considered or included on the list related to the award. No organizational membership was prequired of the Firm or individuals. The advertisement of nomination for the award 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 award, nominations for the award, or the appropriateness of related advertising.
Inclusion in this 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 ranking or the appropriateness of advertising the award.
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.
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Carolyn P. Taylor