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In the News

San Diego Health Magazine Article – Helping People Live Their Values

Del Mar, CA - August, 2018

Candise Holmlund represented Weatherly in a San Diego Health Magazine article focused on planned giving. “Helping People Live Their Values” was published in the Fall 2018 issue of San Diego Health Magazine…

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Financial Advisor Magazine 2018 RIA Ranking

Del Mar, CA - July, 2018

Weatherly Asset Management, L.P. was included in the Financial Advisor’s Magazine of 2018 RIA Survey and Ranking List. This list is the publication’s 12thannual ranking of independent advisory firms, and was published in the July 2018 issue.

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2018 Financial Times 300 Top Registered Investment Advisors: Financial Times – Southern CA Region

Del Mar, CA - June, 2018

Weatherly Asset Management, L.P. was included in the 2018 Financial Times 300 Top Registered Investment Advisors list. This list was published in print and online on FT.com, on June 28, 2018. The selection process for the Financial Times 300 (“FT 300”) is based on the largest independent Registered Investment Advisors across the United States that meet the below criteria

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Wealth Management Firms List – San Diego Business Journal March 2018

Del Mar, CA - March, 2018

San Diego Business Journal included Weatherly Asset Management in the 2018 listing of Wealth Management Firms, published on March 5, 2018. Placed among the best in San Diego County, WAM lands the 16th spot of 34 firms in total.

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2018 Five Star Wealth Managers

Del Mar, CA - March, 2018

Five Star Professional completed an interview process to determine 2018 Five Star Wealth Managers. Weatherly’s senior team, including Carolyn Taylor, Candise Holmlund, Brent Armstrong, Ashley Copp, and Kelli Ruby all received this inclusion to participate. Upon completion, all five advisors were named 2018 Five Star Wealth Managers.

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2017 San Diego 500 – The Book of Influential Business Leaders – San Diego Business Journal

Del Mar, CA - December, 2017

Candise Holmlund was included in the second edition of the San Diego 500, an annual book listing 500 influential business leaders published by the San Diego Business Journal.

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Business Woman of the Year – San Diego Business Journal

Del Mar, CA - November, 2017

Weatherly Asset Management’s President Carolyn Taylor was listed as a finalist for the San Diego Business Journal Business Woman of the Year award.

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Woman of the Year – Celebrating Women Nominees – San Diego Magazine

Del Mar, CA - September, 2017

Carolyn Taylor, Candise Holmlund, Ashley Copp, Kelli Ruby and Lindsey Fiske Thompson were nominees for the San Diego Magazine’s 2017 Celebrating Women award series, including “Woman of the Year.”

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Wealth Management Firms List – San Diego Business Journal

Del Mar, CA - July, 2017

San Diego Business Journal included Weatherly Asset Management in the 2017 listing of Wealth Management Firms, published on July 17, 2017. Placed among the best in San Diego County, WAM lands the 16th spot of 38 firms in total.

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Fidelity Article – Attracting Women Advisors to Your Firm

Del Mar, CA - July, 2017

Carolyn Taylor represented Weatherly in an article focusing on the importance and presence of women in the Financial Advisor space, published by Fidelity Investments. “Attracting Women Advisors to Your Firm” was published in July of 2017.

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Financial Advisor Magazine 2017 RIA Ranking

Del Mar, CA - July, 2017

Weatherly Asset Management, L.P. was included in the Financial Advisor’s Magazine of 2017 RIA Survey and Ranking List. This list was published in the July 2017 issue.

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2017 Financial Times 300 Top Registered Investment Advisors: Advertisement in Financial Times – Southern California Region

Del Mar, CA - June, 2017

Weatherly Asset Management, L.P. was included in the 2017 Financial Times 300 Top Registered Investment Advisors list. This list was published online on June 22, 2017.

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Wealth Management Firms List – San Diego Business Journal

Del Mar, CA - January, 2017

San Diego Business Journal (Journal), popularly known for their annual Book of Lists, included Weatherly Asset Management in the 2016 listing of Wealth Management Firms, published on January 9, 2017*. Placed among the best in San Diego County, WAM lands the 19th spot of 40 firms in total.

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Five Star Wealth Managers You Need to Know: Advertisement in the January, 2017 issue of San Diego Magazine – Southern California Region

Del Mar, CA - January, 2017

In January 2017, Five Star Professional paired with the San Diego Magazine to publish profiles of Five Star Professionals in San Diego. Weatherly’s senior team, including Carolyn Taylor, Candise Holmlund, Brent Armstrong, Ashley Copp, and Kelli Ruby all received this inclusion.

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Archived Newsroom

San Diego 500 – The Book of Influential Business Leaders – San Diego Business Journal

Del Mar, CA - December, 2016

Weatherly’s Candise Holmlund was included in the debut edition of the San Diego 500, an annual book listing 500 influential business leaders published by the San Diego Business Journal. Candise’s profile features her established career in the wealth management industry, her educational background, and well-rounded involvement within the San Diego Community.

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Financial Leaders – California: Special Issue of Forbes Magazine

Del Mar, CA - September, 2016

EMI Network Research partnered with Forbes Magazine to produce the California Financial Leaders segment of Forbes Magazine’s September 2016 print special issue. To promote Weatherly Asset Management’s national exposure, as well as community and industry outreach efforts, the Firm chose to participate in the promotion.

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Five Star Wealth Managers You Need to Know: Advertisement in the Wall Street Journal – Southern California Region

Del Mar, CA - June, 2016

Weatherly Asset Management, L.P. is proud to announce that Carolyn Taylor, Candise Holmlund, Brent Armstrong and Ashley Copp were named as Top Wealth Managers You Need to Know by Five Star Wealth Manager.

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The Top 100 Women Financial Advisors – Barron’s

Del Mar, CA - June, 2015

Carolyn Taylor was included in Barron’s June 2015 Top 100 Women Financial Advisors list. The full list can be viewed on Barron’s website.

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