Ashley Iddings’ Post

Congratulations to Melinda Woodell for her hard work and dedication! I could not be prouder of Melinda to receive the honor of 2024 Forbes Top Women Wealth Advisors Best-in-State! 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

I am so honored to be recognized on the 2024 Forbes Top Women Wealth Advisors Best-In-State List! I'm so thankful for all the support I've received on being selected for this award. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Please join me in recognizing Florina Shutin who was recently named amongst Forbes Top Women Wealth Advisors Best-in-State for 2024. Congratulations Florina! 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

New Post: Getting Real with Jessica Blood - Within minutes of speaking with Jessica Blood, a founder and managing partner at PlanWise Financial Group, it’s clear that being relatable and real are qualities that matter more than ever to her and her clients. Like so many women during the pandemic, she’s been perfecting her juggling skills as she runs a flourishing practice, homeschools her two children through COVID-19 distance learning, and onboards her husband, who has recently joined as the firm’s chief investment officer. Balancing it all with virtual client meetings has revealed an unexpected silver lining—even greater authenticity that’s breaking down barriers for her and her clients, resulting in deeper, more meaningful relationships.In recognition of Women’s History Month, we’re introducing our Valiant Women of Commonwealth series, celebrating advisors who are striving to make a difference—and thriving while doing it. In this conversation with Commonwealth’s Christin Clohosey, program manager in Practice Management, Jessica talks about new growth opportunities emerging during the pandemic and why there’s never been a better time for women in this industry. Watch the video to learn more about Jessica’s journey.Next: Valiant Women of Commonwealth: For Alex Levi, Authenticity Matters !function\(f,b,e,v,n,t,s\)\{if\(f.fbq\)return;n=f.fbq=function\(\)\{n.callMethod? n.callMethod.apply\(n,arguments\):n.queue.push\(arguments\)\};if\(!f._fbq\)f._fbq=n; n.push=n;n.loaded=!0;n.version='2.0';n.queue=\[\];t=b.createElement\(e\);t.async=!0; t.src=v;s=b.getElementsByTagName\(e\);s.parentNode.insertBefore\(t,s\)\}\(window, document,'script','https://lnkd.in/duNKrA5X); fbq\('dataProcessingOptions', , 0, 0\); fbq\('init', '1808440502705240'\); // Insert your pixel ID here. fbq\('track', 'PageView'\); #Real #Jessica #Bloodhttps://lnkd.in/dY5PgfGh

I am honored to announce that I have been named one of the 2024 Forbes Top Women Wealth Advisors Best-in-State. I am immensely proud and humbled by receiving this achievement. While this acclaimed award is not my ultimate goal, I view the acknowledgement from Forbes as a demonstration that I am executing on my responsibility to you. The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of investment advice and based solely on disclosed criteria.

I’m thrilled to announce that I’ve been recognized as one of AdvisorHub’s 100 Women Advisors to Watch! 🎖️ This honor isn’t just mine—it belongs to the incredible collaboration between me and my clients, to my mentors, and to my dedicated team. 🙌   This achievement is a heartfelt tribute to each of you. Let’s continue this journey, together! 🌟❤️   #WomenAdvisors #Teamwork #Gratitude **The 2024 AdvisorHub 100 Women Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

I'm honored & humbled to be recognized by Forbes with this incredible group of women. 2024 Forbes Top Women Wealth Advisors Best-in-State: The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Please join me in congratulating Magay Shepard, CFP® on her tremendous achievements this year. In February, Magay was awarded the title of Managing Director/Investments. In addition to the title of Managing Director/Investments, Magay has received recognition from Forbes (America's Top Women Wealth Advisors Best-in-State and Best-in-State Wealth Advisors List). Magay was also selected as one of two female Financial Advisors to speak on a panel at the 2023 Forbes/ SHOOK Top Women Advisor Summit in Florida. If that's not impressive enough, Magay was also named to AdvisorHub's 2023 Advisors to Watch list in the Top 50 Women Advisors to Watch category. Magay's title and achievements recognize her long-standing commitment to clients in wealth management planning and investing and also reflects her successful development of a highly effective team. Her years of experience and wisdom have enabled her to do what she most enjoys: cultivating long-term client relationships that often span multiple generations. Congratulations Magay on a terrific year! Forbes' America's Top Women Wealth Advisors Best-in-State and Best-in-State Wealth Advisors rankings are based on the 12-month period ending September 30 and June 30, respectively, of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub's Advisors to Watch are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client's experience and are not indicative of the financial advisor's future performance. For more information, see https://lnkd.in/grDVXzu6.

Congratulations to Brenda Contreras for her hard work and dedication! I could not be prouder of Brenda to receive the honor of 2024 Forbes Top Women Wealth Advisors Best-in-State! 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Mary Jo attending Forbes Top Women Advisor Summit in Florida! The Forbes ranking of America's Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://lnkd.in/eP-Q5ahe for more info. https://lnkd.in/eyZDrtC3