Meet the Winners of the Excell Women in Wealth Management Awards

Carson Group — along with Fidelity Institutional, Financial Independence and Mariner Wealth Advisors — have announced the winners of the inaugural Excell REPRESENT Women in Wealth Management Awards at an event in Nashville.

Also this week, Carson Group published the results of a report that looks at the experiences and perception of women and men on the opportunities and challenges female advisors in the financial services industry face.

The Excell REPRESENT awards celebrate and honor the women — and men — who are making a difference in financial advice, the representation of women in the field and in their communities.

The 2022 awards recognize these advisors for their achievement in five areas:

Community Influence Award: This award, which highlights a woman who is using her platform or area of expertise to give back to her community in a meaningful way that generates a lasting effect on that community, went to Stacy Francis, president and CEO of Francis Financial and founder of Savvy Ladies.

Industry Transformer Award: The award, which honors a woman who is driving transformation and innovation in wealth management and someone who is bringing real change for the overall betterment of our industry at large or those we serve, went to Kristi Martin Rodriguez, senior vice president, Nationwide Retirement Institute

Rising Star Award: The award recognizes a woman with five or fewer years in the industry and who is making a difference in wealth management, to her clients and through volunteerism. This year’s winner is Lindsey Lewis, director and chair, The American College Center for Women in Financial Services.

Mentor of the Year Award: The award, which is open to both men and women who have acted as both mentors and allies to many women in the wealth management industry, went to Kay Lynn Mayhue, president, Merit Financial Advisors.

Career of Excellence Award: This honor, which recognizes a woman who has been in the financial advice profession for a minimum of 20 years and who has demonstrated success and leadership in her career, went to Carina Diamond, chief growth officer, Dakota Wealth Management.

Leave a Reply