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126 Certified Financial Planner™ Professionals Named In FT 400 Top Financial Advisors


News provided by

Certified Financial Planner Board of Standards, Inc.

Apr 22, 2015, 11:00 ET

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WASHINGTON, April 22, 2015 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. is proud to announce that 126 CFP® professionals were named in the Financial Times Top 400 Advisors.

"Congratulations to the 126 Certified Financial Planner™ professionals named to the Financial Times Top 400 Financial Advisors of 2015," said CFP Board's Chief Executive Officer, Kevin R. Keller. "We're proud not only that so many CFP® professionals made the list, but also that CFP® certification was recognized as a criterion for a top financial advisor."

Financial Times generates this list based upon a combination of factors, while advisors were awarded bonus points for having earned a top industry certification, including CFP® certification. Financial Times noted that "Elite advisors must be part psychologist, part economist, part coach and part… translator."

"The Financial Times recognition of these experienced and dedicated CFP® professionals underlines the standards of excellence that more than 71,000 CFP® professionals maintain on a daily basis," he added.

Below is the list of the CFP® professionals chosen to be part of Financial Times' Top 400 Advisors. For the Financial Times' full list, visit http://www.ft.com/reports/top-financial-advisers.

Alabama

Steven M. Hudson, CFP®, Ameriprise Financial

Arizona

Ruth L. Transue, CFP®, Wells Fargo Advisors, LLC

California

Gustavo "Gary" Amaral, CFP®, Merrill Lynch – Private Banking & Investment Group
David L. Bahnsen, CFP®, Morgan Stanley Wealth Management
Mike Burbank, CFP®, Morgan Stanley Private Wealth Management
Lon E. Burford, CFP®, Royal Alliance
Horacio A. Choi, CFP®, Wells Fargo Advisors, LLC
Michael T. Genovese, CFP®, Royal Alliance
Lisa Hughes, CFP®, Merrill Lynch Wealth Management
Richard McWhorter, CFP®, Merrill Lynch – Private Banking & Investment Group
George Papadoyannis, CFP®, Ameriprise Financial
Laila Pence, CFP®, Pence Wealth Management
Monica Piepenkotter, CFP®, Merrill Lynch – Private Banking & Investment Group
Mark Schulten, CFP®, The Schulten Group of Wells Fargo Advisors, LLC
Lawrence Smith, CFP®, UBS Financial Services, Inc.

Colorado

Mark Schulten, CFP®, The Schulten Group of Wells Fargo Advisors, LLC
Lawrence Smith, CFP®,UBS Financial Services, Inc.

Connecticut

Joe M. Cox II, CFP®, Webster Wealth Advisors
Romaine A. Macomb, CFP®, Northstar Wealth Advisors
Abby Wolman McElroy, CFP®, RBC Wealth Management

Washington, D.C.

Patrick M. Adams, CFP®, UBS Financial Services, Inc.
Sheila S. Shaffer, CFP®, Janney Montgomery Scott LLC

Florida

David Fox, CFP® , Morgan Stanley Wealth Management
Neil A. Fox, CFP®, Morgan Stanley Wealth Management
Todd M. Hoffman, CFP®, Morgan Stanley Wealth Management
Tyson C. Lewis, CFP®, Wells Fargo Advisors, LLC
Richard S. Marcatos, CFP®, UBS Financial Services, Inc.
Todd A. Moll, CFP®, Provenance Wealth Advisors / Raymond James
John E. Thorsen III, CFP®, Thorsen-Clark-Tracey Wealth Management of Raymond James

Georgia

Erik Bjerke, CFP®, Merrill Lynch Wealth Management
Michael L. Hines, CFP®, Consolidated Planning Corporation / Raymond James 
David F. Mack, CFP®, Merrill Lynch Wealth Management
Michael J. Merlin, CFP®, Morgan Stanley Wealth Management
Jeffrey S. Neumeyer, CFP®, Merrill Lynch Wealth Management
Vandyke G. Price, CFP®, UBS Private Wealth Management
Michael Wagner, CFP®, Morgan Stanley Wealth Management

Idaho

Dan Pinkerton, CFP®, Pinkerton Retirement Specialists, LLC

Illinois

Patrick Baldwin, CFP®, Merrill Lynch - Private Banking & Investment Group
Thomas M. Hickey, CFP®, Merrill Lynch Wealth Management
Brett D. White, CFP®, Ameriprise Financial

Indiana

Ronald G. Mencias, CFP®, Merrill Lynch Wealth Management
Eric Payne, CFP®, Merrill Lynch Wealth Management

Iowa

Jerry K. Ask, CFP®, Jerry K. Ask Investment Services / Raymond James

Kansas

Paul W. Ewing, CFP®, Prosperity Advisors

Louisiana

Chuck Morris, CFP®, Raymond James

Maryland

John K. Bacci, CFP®, Foundation Financial Advisors, Inc. 
Paul M. Fox, CFP®, Morgan Stanley Wealth Management
R. Dale Horn, CFP®, UBS Financial Services Inc. 
Gregory Hurlbrink, CFP®, Morgan Stanley Wealth Management
Andrew F. Meredith, CFP®, Merrill Lynch Wealth Management
Betsy Pakenas, CFP®, Morgan Stanley Wealth Management
E. Geoffrey Sella, CFP®, SPC Financial, Inc. / Raymond James
Nicholas J. Serenyi, CFP®, Morgan Stanley Wealth Management

Massachusetts

Frank A. Botta, CFP®, Morgan Stanley Wealth Management
Richard F. Connolly, Jr., CFP®,  Morgan Stanley Private Wealth Management
Daniel N. Finn, CFP®, Morgan Stanley Wealth Management
Susan C. Kaplan, CFP®, Kaplan Financial Services, Inc. 
Jeffrey S. Karelis, CFP®, KSP Financial Consultants
Richard R. Miller, CFP®, Ameriprise Financial
Edward S. Porter, CFP®, KSP Financial Consultants
Anthony R. Schena, CFP®, UBS Financial Services Inc.
Matthew J. Sliwa III, CFP®, KSP Financial Consultants
Daniel T. Wilson, CFP®, Ameriprise Financial

Michigan

David Lund, CFP®, Merrill Lynch Wealth Management
John P. MacDonald, CFP®, Merrill Lynch Wealth Management
Frank Migliazzo, CFP®, Merrill Lynch – Private Banking & Investment Group
Todd A. Sanford, CFP®, Sanford Financial Services / Raymond James
Charles C. Zhang, CFP®, Zhang Financial

Minnesota

Lisa Guzek Montagne, CFP®, LGM Wealth Management
Rhett P. Neuman, CFP®, RBC Wealth Management

Mississippi

Arthur Finkelberg, CFP®, Raymond James

Nebraska

Michael Robino, CFP®, Wells Fargo Advisors, LLC

New Jersey

Christopher M. Andreach, CFP®, RBC Wealth Management 
Michael Bonevento, CFP®, Ameriprise Financial 
John B. Burke, CFP®, Burke Financial Strategies / Raymond James
Marc Robert Coopersmith, CFP®, RBC Wealth Management
Mark Anthony Cortazzo, CFP®, MACRO Consulting Group
Mark D. Fendrick, CFP®, UBS Financial Services, Inc.
Elliott Kugel, CFP®, Merrill Lynch Wealth Management
Jack D. Oujo, CFP®, Jack Ouja CPA, Inc. 
Paul J. Tully, CFP®, Eagle Wealth Strategies / Raymond James

New York

Seth A. Coren, CFP®, Morgan Stanley Private Wealth Management
Gerard Klingman, CFP®, Klingman & Associates / Raymond James
Ryan C. Lewis, CFP®, Morgan Stanley Wealth Management
Nannette Nocon, CFP®, Ameriprise Financial
Rocco Papandrea, CFP®, Merrill Lynch Wealth Management
Peter W. Rosenthal, CFP®, UBS Financial Services Inc. 
Andrew G. Sukhin, CFP®, Morgan Stanley Wealth Management
Joel Talish, CFP®, Wells Fargo Advisors, LLC

North Carolina

Jeffrey A. Carbone, CFP®, Cornerstone Financial Partners, Inc. 
Christopher W. Davis, CFP®, Wells Fargo Advisors, LLC
Manish Mehta, CFP®, UBS Financial Services Inc. 
R. Mitchell Wickham, CFP®, Merrill Lynch – Private Banking & Investment Group

Ohio

Robert S. Keidan, CFP®, Royal Alliance
Kevin H. Myeroff, CFP®, Royal Alliance 
Joseph A. Chornyak, Sr., CFP®, Chornyak & Associates, Ltd.

Oregon

Judith A. McGee, CFP®, McGee Wealth Management / Raymond James

Pennsylvania

Patricia C. Brennan, CFP®, Key Financial, Inc.
Robert I. Fragasso, CFP®, Fragasso Financial Advisors

Tennessee

Larry J. Carter, CFP®, Baird
Jeffrey T. Dobyns, CFP®, Southwestern Investment Group / Raymond James
Ward Mayer, CFP®, Raymond James
David A. Pickler, CFP®, Pickler Wealth Advisors

Texas

Richard W. Ashcroft, CFP®, Baird
Mark I. Bass, CFP®, Cetera Advisors
James L. Coffee, Jr, CFP®, Merrill Lynch Wealth Management
Frederick de Groot, CFP®, Merrill Lynch Wealth Management
Richard S. Friedman, CFP®, RBC Wealth Management
David S. Goldberg, CFP®, UBS Financial Services Inc. 
John E. Landers, CFP®, UBS Financial Services Inc.
Daniel R. Nelson, CFP®, Merrill Lynch – Private Banking & Investment Group
Darrell R. Pennington, CFP®, Ameriprise Financial
Ralph J. Schroeder, CFP®, Ameriprise Financial
Deborah Stavis, CFP®, Stavis & Cohen Financial
Scott B. Tiras, CFP®, Ameriprise Financial
Donna R. Uliva, CFP®, Ameriprise Financial

Virginia

James T. Barnette, Jr. , CFP®, Raymond James
Kelly P. Campbell, CFP®, Campbell Wealth Management
Christopher A. Krell, CFP®, Royal Alliance 
Larry Rosenthal, CFP®, Voya Financial Advisors

Washington

Terry L. Cook, CFP®, UBS Private Wealth Management
Randell S. Linde, CFP®, Ameriprise Financial

Wisconsin

Timothy M. Fries, CFP®, Fries Financial Group / Raymond James
John E. Larsen, CFP®, RBC Wealth Management
Michael E. Smith, CFP®, Ameriprise Financial
David J. Spano, CFP®, Annex Wealth Management, LLC

ABOUT CFP BOARD

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.  CFP Board currently authorizes more than 71,000 individuals to use these marks in the U.S.

SOURCE Certified Financial Planner Board of Standards, Inc.

Related Links

http://www.cfp.net

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