Winners In 7 Categories Announced At Excell Represent Conference
Winners for the second annual Women in Wealth Management Awards were announced at a ceremony on Nov. 15 during the Excell Represent conference at the Caribe Royale in Orlando, Florida. The awards honor inspirational professionals in the wealth management industry who make a significant impact on their community and profession. Finalists were announced in September.
Suzanne Siracuse, CEO of Suzanne Siracuse Consulting Services, said, “The Women in Wealth Management Awards shines a spotlight on the incredible talent and accomplishments of women, in various roles and stages in their careers, within the wealth management industry.”
Award Categories And Finalists
The awards include seven categories. Sheryl Hickerson, Founder of Females and Finance, won the Community Impact Award, which goes to a woman who is giving back to her community.
The Industry Transformer Award, which honors a woman who is bringing transformation and innovation to the industry through products, services or programs she led or created, was awarded to Hannah Moore, Founder and Principal Financial Planner of Guiding Wealth, and Founder and Owner of Amplified Planning.
Diana Cabrices, Founder of Diana Cabrices Consulting, received the Up & Comer Award, which goes to a woman who is making a difference at an early stage in her career. Kelli Kiemle, Managing Director of Growth and Client Experience at Halbert Hargrove, earned the Excellence in Mentorship & Allyship Award, which goes to a man or woman who has acted as mentor and ally to women in the industry.
The Career of Excellence Award honors a woman with at least 15 years in the industry who has demonstrated leadership, success and an ability to effect change. Cheryl Nash, Chief Customer Executive at InvestCloud, received the award. Whitney Fogle Lewis, General Counsel and Chief Compliance Officer at U.S. Wealth Management, AlTi Tiedemann Global, won the Backstage Star Award, which recognizes a woman whose management makes her firm operate smoothly.
The Transition Triumph Award, which goes to a woman who started in operations and transitioned successfully to a financial advisor, was awarded to Anasuya Kabad Meyer, Financial Advisor at Jaykay Wealth Advisors.
