David LaMay Among “Best Of Best” Financial Advisors Attending Barron’s Top Independent Advisors Summit
Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Independent Financial Advisors and Industry Decision Makers
Orlando, FL (March 16, 2018)—David F. LaMay, CFP ®, CPWA ® attended the tenth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the JW Marriot in Orlando, FL – March 14-16, 2018.
Many of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 28, 2017 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers. A total of 400 elite advisors took part in the event.
“I was honored to have been invited to the Barron’s Top Independent Advisors Summit this year,” said Mr. LaMay. “The Barron’s conferences are among the best in the industry and the invitation to attend is testament to the service we provide our clients at Essex Financial. This conference provides the highest quality education and information and as a result, our clients benefit.”
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues of importance ranging from portfolio construction and management to investing in overseas markets, managing risk, technology applications and client relations.
“Investors today are looking to generate income while protecting their portfolios against downside risk,” said Sterling Shea, Head of Advisory Programs. “These top-tier advisors have clients that depend on them to meet critical financial goals for themselves, their families, their businesses or their institutional funds. Advisors will leave this conference better equipped to do just that.”
Mr. LaMay was one of the 400 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event.
Essex Financial is one of the leading independent financial advisory firms in the United States. Cited by numerous leading publications, the firm’s unbiased, independent, client-centric approach has made it a leader in providing exceptional service to clients for over three decades. For more information on Essex Financial please go to: http://www.essex.financial.