Greensboro, NC: December 29, 2016 — Kathleen Kelly and Lori Stevenson, independent financial advisors at Compass Financial Partners in Greensboro, NC have been recognized by NAPA, the editorial arm of the National Association of Plan Advisors, as 2016 Top Woman Advisors for their significant contributions to the retirement plan industry.
“On behalf of LPL, we are extremely proud of Kathleen and Lori for receiving this recognition within the retirement plan industry,” said David Reich, LPL Financial executive vice president and head of LPL Retirement Partners, High Net Worth and The Private Trust Company. “More than ever, Americans need support to plan for a successful retirement. The work Kathleen and Lori do to enable employees to invest in their futures is tremendously important and we wish them continued success.”
Candidates were nominated and voted on by industry associates as well as evaluated by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees.
NAPA Net honored top women advisors in three categories: All-Stars, who are top producers with their own practice; Captains, who are All-Stars and also principals, owners or team captains of their organizations; and Rising Stars, advisors who have fewer than five years of experience as an advisor. Kathleen and Lori were honored as Captains.
About Compass Financial Partners, LLC
We love what we do. WE PAVE THE PATH TO THE FUTURE.
A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh, Charlotte and Winston-Salem. For more information, visit www.CompassFP.com.
About LPL Financial
LPL Financial, a wholly-owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and provided service to approximately $501 billion in advisory and brokerage assets as of November 30, 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 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $129 billion in retirement plan assets, as of September 30, 2016.
LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. 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.
*Compass Financial Partners Advisory Team, 2014 NAPA 401(k) Advisor Leadership Award winner. Nominated by industry peers and selected by a NAPA judging committee based on leadership, innovation and contributions to the retirement plan industry.
LPL Financial, NAPA Net and the National Association of Plan Advisors are separate entities.