Beth Zilka’s Post

View profile for Beth Zilka, graphic
Beth Zilka

Principal at Baron Wealth Management, LLC

I'm humbled and honored to have recently won the Five Star Wealth Manager award & am being featured as one of the outstanding wealth managers in Detroit: https://lnkd.in/dFcvJ2Rf #fivestarprofessional

  • No alternative text description for this image
Padraic (Paddy) Stanton, CIMA®

Midwest VP Private Wealth Director RIAs @ Franklin Templeton | CIMA, Series 7, Series 63

1mo

Awesome Beth!!! And well deserved!!

Like
Reply
1 Reaction
Scott Oman

Vice President of Operations at IPA | Six Sigma Black Belt

1mo

Congratulations!

Like
Reply
John Franciosi

Independent Management Consulting Professional

1mo

Congrats on being recognized as one of the best! I’ve come to know how talented you truly are after working with you for over 20 years. Very proud of you Beth!

Like
Reply
Julia Willison

Tax Director at Perelson Weiner LLP

1mo

Congratulations - so happy for your continued success!

Like
Reply
Jodie Kennedy

Marketing Consultant, Principal at Standby Marketing

1mo

Congratulations!!

Like
Reply
Jeff Lantis

Director of External Relations for Athletics at Hillsdale College

1mo

Congratulations! Well done!! Fantastic!!!

Like
Reply
Fred Hubacker

Managing Director at Riveron

1mo

Very nice and very well deserved!!😀

Like
Reply
1 Reaction
David Barbeau

CEO, Barbeau Consulting LLC

1mo

Congratulations Beth to you and your team. I can vouch for your excellent service.

Like
Reply
1 Reaction
Mike Zemmin

Independent Think Tanks Professional

1mo

Wonderful achievement, Beth, and congratulations! But, of course, we’ve known it for a long time!!! 👍👏😊

Like
Reply
Linda Kleist

Transforming business brands at Identity Creative

1mo

But of course! ⭐️⭐️⭐️⭐️⭐️ Congratulations, Beth!

Like
Reply
1 Reaction
See more comments

To view or add a comment, sign in

More Relevant Posts

  • View organization page for Peak Asset Management, LLC, Colorado, graphic
    Peak Asset Management, LLC, Colorado

    355 followers

    We are proud to have John McCorvie, CFA, Tara Hefty, CFA, FRM, Julie Pribble, CFA, and Terry Robinette recognized as Five Star Wealth Managers by 5280 Magazine. Grab a copy of the latest 5280 Magazine to check out the full award. Congrats to the team and thank you for your unwavering dedication to clients and leadership here at Peak! 🙏 🙌 Advisory Services offered through Peak Asset Management, LLC, an SEC registered investment advisor. This is not an offer to buy or sell securities. Past performance is not indicative of current or future performance and is not a guarantee. This third-party rating was granted by Five Star Professional on 10/1/2023 and applies to the period from 12/22/2022 through 06/30/2023. Criteria for the third-party rating can be found below. No compensation was provided either directly or indirectly to obtain the third-party rating. https://lnkd.in/gabYgV8z

    • No alternative text description for this image

    To view or add a comment, sign in

  • View profile for Greg Stauffer CPIA, graphic
    Greg Stauffer CPIA

    Senior Managing Director

    Family Wealth Management. Keep what you’ve earned in the Family.

    View organization page for Cyndeo Wealth Partners, graphic
    Cyndeo Wealth Partners

    979 followers

    We are honored to be recognized by Forbes as one of the Top RIA firms in America. Additionally, we are excited to be one of the top 5 in Florida. This achievement is a testament to our unwavering commitment to personalized service and excellence in wealth management. A heartfelt THANK YOU goes out to our incredible clients who have put their trust in us. https://lnkd.in/eyv5RxBH The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

    • No alternative text description for this image

    To view or add a comment, sign in

  • View profile for Justin Klausner, CFP®, graphic
    Justin Klausner, CFP®

    Financial Advisor at Morgan Stanley

    The Klausner Duffy & DiSalvo Group at Morgan Stanley is proud to announce that we have been ranked the #2 Wealth Management Team in Indiana by Forbes in 2024. It is an honor for our team to receive this award for a second year in a row, and we are incredibly grateful to all of our clients whom we could not have achieved this without. We remain more dedicated to serving you than ever, and are excited for all that 2024 will bring. Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/23-3/31/24. https://lnkd.in/e7aRp9y3

    • No alternative text description for this image

    To view or add a comment, sign in

  • View organization page for ICE, graphic
    ICE

    201,571 followers

    Which key trends across wealth management are impacting the industry? Hear from BlackRock's Stefanie Gonzalez for her perspective on this recent #NYSEFloorTalk – and learn more about wealth management trends from ICE: https://lnkd.in/eMJS9-b2

    View organization page for NYSE, graphic
    NYSE

    299,875 followers

    Stefanie Gonzalez, Director of BlackRock Business Consulting, joined Judy Khan Shaw on #NYSEFloorTalk to discuss the latest trends in wealth management and the evolving skill sets required for today's wealth advisors.

    To view or add a comment, sign in

  • View profile for Karen Moore Perry, graphic
    Karen Moore Perry

    Facilitating Seamless Client Experiences in a New Way to Money with Two Rivers Wealth

    You, too, can achieve amazing results like our colleague, Todd Tauzin, and we can set you on a course for success to be just as UNSTOPPABLE! Now's the time to learn more about the career change you've been seeking. With training, development, and mentorship available to you, what are you waiting for? Start the conversation today by sending your resume to karen.perry@nm.com. #unstoppable #financialplanning #northwesternmutual #wealthmanagement

    View profile for Avril Habetz, graphic
    Avril Habetz

    Helping Entrepreneurs build the Career of their Dreams | Moving Intention to Action | Leader in Career Development & Empowerment | Community Advocate

    Northwestern Mutual - Louisiana and Mississippi is excited to congratulate Todd Tauzin, CLU®, ChFC®, with Tauzin Wealth Management on being recognized as a top 5-Star Pathfinder at Northwestern Mutual's 2024 Southern Regional Meeting. This award signifies excellence in both holistic wealth management and financial services, reflecting Todd’s commitment to delivering the highest standard of advisory services. We appreciate all of your hard work and can’t wait to see what you and your team achieve in the upcoming year! Congratulations again on this superb achievement!

    • No alternative text description for this image

    To view or add a comment, sign in

  • View organization page for International Succession Planning Association, graphic
    International Succession Planning Association

    1,164 followers

    David Witter, CFP® and Katie Witter give us a glimpse of their wealth management practice transformative journey with the Certified Succession Planner Program. Their story underscores the importance of combining structured learning with experience and how it can take your practice to the next level. Read their story: Read their story: https://bit.ly/47E28Ur #CertifiedSuccessionPlanner #Succession #WealthManagers

    To view or add a comment, sign in

Beth Zilka

688 followers

View Profile

Explore topics