BOSTON, March 22, 2017 /PRNewswire/ -- Gina Bolvin, an independent financial advisor and president at Bolvin Wealth Management Group, Inc. ("Bolvin Wealth Management" or "the firm"), was recently recognized as one of the Top 200 Women Advisors by Forbes, a prominent national business magazine. Bolvin Wealth Management is a Boston-based independent financial advisory firm focused on investment management, employee benefits advisory services, financial planning and estate planning. The firm serves a national client base encompassing mass-affluent and high-net-worth retail investors.
Advisors are selected for the Top 200 Women Advisors list based on insights from SHOOK Research™, which compiles quantitative and qualitative data. Advisors are assessed on a variety of criteria, including years of experience and assets under management.
Ms. Bolvin is an LPL Financial-affiliated advisor. LPL is a leader in the retail financial advice market and provides resources, tools and technology that support advisors in the delivery of personal, objective financial advice.
"On behalf of LPL, I congratulate Gina on receiving this outstanding distinction," said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. "Gina's focus on building lasting relationships with her clients has enabled her to build a successful, independent, female-owned business. We are proud to be able to support Gina and wish her continued success."
"I'm enormously honored to be recognized by Forbes as one of the top female advisors in the nation," said Ms. Bolvin, president and founder of Bolvin Wealth Management. "This recognition is a reflection of our amazing client-support team, which works tirelessly to deliver holistic, customized wealth management, planning and investment solutions. Receiving this distinction from Forbes simply wouldn't be possible without the trust our clients have placed in us. Our clients are our first priority, and we're always grateful for the opportunity to support their needs and goals."
About Bolvin Wealth Management
Headquartered in Boston, Bolvin Wealth Management is an independently-owned investment management and financial planning firm. Bolvin Wealth provides clients customized support in the areas of investment management and employee benefits advisory services, as well as financial, retirement and estate planning. Gina Bolvin, the president of Bolvin Wealth Management, has been featured on CNBC'S Closing Bell, PBS Nightly Business Report and more. Securities offered through LPL Financial member FINRA/SIPC. For more information, please visit us at: www.bolvinwealth.com.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc., is a leader in the retail financial advice market and provided service to $509 billion in advisory and brokerage assets as of December 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 financial institutions, enabling them to help their clients turn life's aspirations into financial realities. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
LPL Financial, Bolvin Wealth Management and Forbes magazine are separate entities.
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SOURCE Bolvin Wealth Management Group, Inc.