Forbes Recognizes Lori A. Watt, CFP® as a Top Woman Wealth Advisor
The Forbes special report highlights top-performing women wealth management professionals across the nation and is based on insights from SHOOK Research, which compiles quantitative and qualitative criteria. According to Forbes, the women honored on the list have at least seven years' experience, and were chosen based on industry experience, in-person interviews, compliance records and assets under management*. Read the full list here.
"This is a prestigious list of highly successful women advisors, and I am pleased to congratulate Lori on behalf of the entire LPL family," said Angela Xavier, LPL executive vice president, Independent Advisor Services. "Lori demonstrates a strong commitment to clients, providing meaningful insights and hands-on service as she helps them work toward their financial goals and dreams. This past year has been unprecedented, with market volatility and so many other uncertainties, but Lori found ways to elevate her business and thrive. We thank her for demonstrating the value of LPL's independent platform to help women reach their full potential in our industry, and for being a wonderful role model to future generations. At LPL, we are committed to providing robust resources, integrated capabilities and differentiated service experiences to support Lori's business, and we wish her continued success."
Lori has 41 years' experience in the financial service industry and provides a full range of financial services, including retirement and financial planning, estate planning, wealth management, tax planning, business succession planning, and more.
Watt is financial advisor affiliated with LPL Financial, a leading** retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients' financial lives.
About IAG Wealth Partners, LLC
At IAG Wealth Partners, we are invested in client relationships that go beyond the numbers. We're more like family. We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 35 years with a holistic wealth management process that helps provide clear vision and a path towards long-term goal achievement. Please explore our website and discover how IAG strives to make an enduring difference in our clients' lives by sharing our knowledge, experience, integrity, and spiritual commitment.
About LPL Financial
LPL Financial was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader** in the markets we serve, supporting more than 17,000 financial advisors, 800 institution-
** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020); No. 1 provider of third-party brokerage services to banks and credit unions (2019-2020 Kehrer Bielan Research & Consulting Annual TPM Report)
*The Forbes ranking of America's Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through in-person interviews. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor's future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Top Women Wealth Advisors list.
LPL Financial, Forbes, SHOOK Research and IAG Wealth Partners, LLC are all separate entities.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IAG Wealth Partners, LLC, a registered investment advisor and separate entity from LPL Financial.