Fourteen SageView Consultants Named As Top Women Of Excellence
NEWPORT BEACH (NOV. 18, 2024) – SageView Advisory Group, one of the leading independent registered investment advisory firms in the nation, is pleased to announce that 14 of its associates have been named as 2024 NAPA Top Women of Excellence.
Over 800 women were nominated for the honor, which the National Association of Plan Advisors (NAPA) created in 2015 to acknowledge the contributions of a growing number of women on the retirement industry, as well as bringing excellence to the profession. The annual list, previously named “Top Women Advisors” was expanded to include non-producing, licensed relationship managers primary focused on working with and retaining clients.
As in years past, nominees answered a series of quantitative and qualitative questions about their experience and practice, accomplishments, contributions to the industry, the state of workplace retirement plans and in what way(s) they “give back.” The responses were reviewed by a panel of judges.
Those who made the list were separated into three categories:
- Captains: Focused on the growth of the organization and business. They are principals, leaders, owners, and producing advisors.
- All-Stars: Non-producing licensed relationship managers primarily focused on managing relationships and the retention of clients.
- Rising Stars: Have less than five years in the business and are either emerging team leaders or new producers.
Among the Captains are SageView’s Lisa Drake, Nichole Labott and Sarah Parker. Kerrie Casey, Maressa Etzig, Susan Hajek, Jennifer Purisima, Lisa Quinn, Larkin Walsh, and Stacy Walters were recognized as MVPs. In the Rising Stars category are Kasi Boyles, Kristen Cockroft, Julie Kim, and Dee Spivey.
The complete list of the NAPA Top Women Advisors can be found here.
About SageView Advisory Group
SageView Advisory Group, LLC (“SageView”) is an investment adviser registered with the U.S. Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States since 1989. SageView services include consulting and investment management for plan sponsors of 401(k), 403(b), 457, defined benefit and deferred compensation plans, and comprehensive wealth management and financial planning services for individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.
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2024 NAPA Top Women of Excellence formally “NAPA Top Women Advisors” issued by NAPA. Nominees were, in turn asked to respond to a series of quantitative and qualitative questions regarding their experience, education, team structure, accomplishments, and impact. Those responses were anonymized and then reviewed by a blue-ribbon panel of industry experts who, over the course of several weeks, selected the individuals honored in three separate categories: Captains: All-stars who happen to be principals, owners, or team captains of their organizations. All-Stars: Top producers who have their own practice. Rising Stars: Top producers who have less than five years of experience with retirement plans as a financial advisor (some have been working with retirement plans longer, but not as a financial advisor). Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.