Windham Brannon’s Post

Meet Robert Balentine, a leading expert in wealth management and family legacy. As Chairman of Balentine, Robert has decades of experience guiding clients toward financial success and enduring family legacies. Don’t miss the chance to learn from this industry veteran at Executive Insights! Learn more about this premier conference for executive leaders here: https://lnkd.in/ewFPyAMM #Atlantaexecutives #wealthmanagement #CEOs

In a recent edition of CEO Corner, Marc Cadin chatted with Maggie Seidel about the power of credibility. Tune in to hear Marc discuss how trust shapes our profession in this insightful conversation with Maggie Seidel, Finseca’s Executive Vice President of External Affairs and Chief of Staff. It's a great opportunity to hear directly from our leadership on key topics affecting your success. Don’t miss out—be part of a community dedicated to building trust and advancing financial security 💼📈 https://lnkd.in/g8HSKAZT #Finseca #FinancialServices #Credibility #CEOcorner

Jefferson Wells' 3rd Annual CFO Priorities survey is your platform to share the real issues and goals shaping your role and your industry. See how your organization measures up against hundreds of others nationwide. Ready to make an impact? Take the survey now!

Plant-A Insights, in partnership with Newsweek, is thrilled to recognize Naples Global Advisors, LLC as one of America’s Top Financial Advisory Firms for 2025. With remarkable short- and long-term asset performance, a dedication to exceptional client care, and a broad array of services, they have firmly established themselves as leaders in the industry. Finding a financial advisor who pairs deep expertise with a client-first mindset is no small task. That’s why America’s Top Financial Advisory Firms for 2025 is so impactful—it recognizes the top 750 firms from over 15,000 SEC-registered advisories, focusing on what truly matters in this industry. This recognition isn’t just a badge of honor; it’s a reflection of hard work, integrity, and a commitment to excellence. See the full rankings here: https://lnkd.in/gUwUVAY4 Dive into the award methodology: https://lnkd.in/g6KnZJvX Michael Morris Kerry Geroy John Suddeth Sara Perkins Greg Debski, CFA Wyatt Russo, CFA #TopAdvisoryFirms2025, #FinancialExcellence, #TrustedAdvisors

Jefferson Wells' 3rd Annual CFO Priorities survey is your platform to share the real issues and goals shaping your role and your industry. See how your organization measures up against hundreds of others nationwide. Ready to make an impact? Take the survey now!

CFP Board CEO Kevin R. Keller, CAE has been honored with the Noel Maye Award for Outstanding Contribution to the Profession by the Financial Planning Standards Board Ltd. Presented at FPSB’s 20th anniversary dinner, the award recognizes Kevin’s leadership, advocacy and efforts in advancing global financial planning and CFP® certification. Learn more in this Rethinking65 article: https://lnkd.in/eRB_wVEy #CFPpro #FinancialPlanning   

In early 2024, CFOs faced the dual challenge of fostering growth and stability within their organizations. They worked to maintain financial health, manage inflation, and optimize internal operations while driving business expansion and embracing new technology. Learn more about the key responsibilities and priorities of Fortune 500 CFOs in Altrata's new report 2024 Spotlight: CFOs in the US - https://bit.ly/3WScjCu

🌟 Excited to Share an Upcoming Event for Business Leaders! 🌟 If you’re looking to understand today’s complex market environment and what it means for your business, don’t miss the next ACG New Jersey breakfast meeting on Nov. 19th - An Introduction to Capital Markets! This event will tackle some of the biggest questions around capital markets, including interest rate moves, deal flow challenges, rising default rates, and the latest in M&A. Our stellar panel will feature top leaders from equity, commercial lending, private credit, and investment banking: Jabbar Abdi Adbi, Managing Partner, Sidereal LLC. Curt Lang, Senior Vice President, M&T Bank Iliya Zogovic, CEO, DBD Partners This is a must-attend for anyone navigating today’s financial landscape. And a huge shoutout to the incredible sponsors who make this event possible: EisnerAmper, M&T Bank, Wilmington Trust, Crowe, Gibbons P.C., Giordano, Halleran & Ciesla, Withum, Forvis Mazars US, Robert Half, RelPro, Inc., ROI-NJ, and New Jersey Law Journal. Click on the link below for more information and how to register. https://lnkd.in/eYQ6tFsR Can’t wait to see you there! Let’s dive deep into the capital markets together and prepare for what’s ahead. #CapitalMarkets #BusinessStrategy #Networking #FinanceEvent J. Michael Fischer Jr. Vivian DiStaso

We are thrilled to announce that Trevor Wilde, AIF®, MBA, Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

We are thrilled to announce that Trevor Wilde, our Chief Executive Officer at Wilde Wealth, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.