DENVER, CO – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce its 2020 Elite Advisor Award Winners:
Joe Avallone, US Retirement Planning Associates, Winter Springs, FL; Broker-Dealer: PlanMember
Sara McGrath, AIF®, Clifford & Rano Associates, Inc., Worcester, MA; Broker-Dealer: Lincoln Investment
David Wolfe, CRES, Educators Financial Services, Coon Rapids, MN; Broker-Dealer: Advanced Advisor Group
"NTSA Elite Advisors are truly the 'best of the best' in the industry, focusing on client needs and leading advocacy in their local and national venues," said NTSA Executive Director Brent P. Neese.
The winners were acknowledged at the 2020 NTSA Summit Awards Luncheon, Jan. 27, 2020, the Gaylord Rockies Resort and Convention Center in Denver, CO.
Established in 2014, the NTSA Elite Advisor Award is an annual recognition program that has been established to honor Financial Advisors whose presence and innovative works have helped shape the best practices in serving clients in the ERISA nonprofit, 403(b), and ERISA nonprofit retirement industry, as well as to acknowledge their specific outstanding accomplishments and/or contributions.
"The NTSA Elite Advisor Award proclaims to the retirement industry, to federal, state and local legislatures, and to the public that NTSA and its affiliated-advisors are critical to this marketplace," said Michael Pollakowski, Chair of the NTSA 2020 Elite Advisor Award Committee. "NTSA Elite Advisors are educated, experienced, involved community professionals, key attributes required for the process of achieving individual retirement security for those Americans in the nonprofit public and private sector. Together with NTSA, these Elite Advisors are committed to open access, professional advice, standard of care, collaboration and ethical behavior."
More information about the Elite Advisor Award is available at https://www.ntsa-net.org/industry-intel/elite-advisor-award.
About the National Tax-Deferred Savings Association (NTSA)
Formed in 1989, the National Tax-Deferred Savings Association (NTSA), a division of the American Retirement Association, represents nearly 7000 financial advisors, consultants, administrators, and product creators and providers. For more than three decades, NTSA has been nationally recognized for its thought leadership and policy expertise with regard to public-sector retirement plans. NTSA represents its membership in Washington, D.C. and state capitals across the country to address issues and design retirement plans that improve employee outcomes. NTSA also provides high-quality education, professional development, and information resources for those involved in the 403(b), 457(b) and nonprofit marketplace.
Media Contact: Nevin E. Adams, JD, Chief Content Officer, American Retirement Association
703.516.9300 Ext 114, [email protected]