5 Advisors Recognized for Good Works

Five financial advisors were recognized for their outstanding community contributions at the 17th annual Invest in Others Awards Gala.

By Rethinking65

Five financial advisors were recognized for their outstanding community contributions at the 17th annual Invest in Others Awards Gala on Sept. 20.

The Invest in Others Awards shine a spotlight on those making a tangible difference in the lives of many. Sponsors included Apollo, Fidelity Investments, Morgan Stanley, and Merrill Lynch, among others.

Award recipients in four categories were honored with a $60,000 grant for their respective charities, while the Lifetime Achievement Award winner received a $100,000 grant. Ten finalists and 75 honorable mentions secured donations of $25,000 and $2,000, respectively, for their charitable causes.

Advisors recognized were:

• Brady Murray of Capstone Partners, Highland, Utah, got the Catalyst Award for his association with RODS Heroes.
Cristen Morgan from Lake Norman Financial Group Inc., Cornelius, N.C., received the Community Service Award for her dedication to Hope House Foundation.
Anasuya Kabad Meyer of Jaykay Wealth Advisors, Houston, Texas, got the Emerging Impact Award for her efforts with Daya Inc.
Carl Bailey of Bailey & Beatty Financial Services, LLC, Danbury, Conn., was recognized with the Volunteer of the Year Award for his commitment to Danbury Grassroots Academy.
Paul Martel of YHB Investment Advisors, West Hartford, Conn., was awarded the Lifetime Achievement Award for his longstanding partnership with Partners for Andean Community Health Inc.

Since its inception in 2006, Invest in Others has donated over $5 million and bolstered more than 500 charities, spreading goodwill across diverse sectors from education to veteran support.

Latest news

Industry Snapshot Reveals Record Number of SEC-registered Investment Advisers

There were 15,396 SEC-registered advisers and 56.7 million asset management clients, according to the Investment Adviser Industry Snapshot

California Bans ‘Resort Fee’ and Other Hidden Charges

But other legislation would let restaurants charge a mandatory gratuity or other surcharge as long as it is displayed clearly on the menu.

Losing a Spouse Hits Most Women Hard Financially: Thrivent

Many widowed women had no financial conversations or plans in place before their spouse died, Thrivent's new survey finds.

Schwab Survey Finds Increased Opportunities for Advisors

Americans are most likely to seek financial guidance from an advisor, and three-quarters avoid social media influencers, the survey reveals.

The Sky’s the Limit for CEO Pay

Companies now must disclose how much CEO stock holdings increase when the market rises.

Advisors Boost Allocation to Private Markets as Client Interest Grows

Over half the investment advisors surveyed by Hamilton Lane plan to allocate 10%+ of clients’ portfolios to private markets this year.