This prestigious awards program celebrates branch managers for their accomplishments in the advisory industry. Winners are selected based on several factors, including their marketing strategy, their ability to develop and motivate advisors and their dedication to providing superior client service.
In our search for these stellar performers, the blue ribbon panel of judges focused on those who demonstrated key leadership skills. The judges also looked for managers who are ethical, strong yet empathetic, who know how to inspire individuals and who practice grace under fire in the often hectic and demanding world of financial advisors.
In-depth interviews will appear in the June issue of OnWallStreet. But here now is the list, in alphabetical order, of the winners, their firms and the cities in which they work.
Brett A. Bellcase, Wells Fargo Advisors (based in San Antonio)
Richard B. Folmar, Wells Fargo Advisors (based in Oklahoma City)
Gregory A. Gangas, Morgan Stanley Smith Barney (based in Tulsa, Oklahoma)
Thomas W. Gower III, UBS Financial services (based in Bangor, Maine)
Catherine M. Lapadula, UBS International (based in New York)
Joseph R. Malarney, Morgan Stanley Smith Barney (based in Boston)
Michael H. O'Meara, Raymond James & Associates (based in St. Louis)
Christopher W. Shaw, Morgan Stanley Smith Barney* (based in Red Bank, N.J.)
Amy D. Sturtevant, RBC Wealth (based in Washington, D.C.)
Stephen D. Viets, Wells Fargo Advisors* (based in Las Vegas)
*Denotes past winner
