ML&R Wealth Management Named #1 on the Best Places to Work for Financial Advisers

ML&R Wealth Management Named #1 on the Best Places to Work for Financial Advisers

ML&R Wealth Management has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews today.

ML&R Wealth Management was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more.

“For 23 years, ML&R Wealth Management has focused on helping our team members achieve their personal and professional goals while providing exceptional service to our clients and community. We are a values-driven organization and the philosophy “no success at work is worth failure at home” is engrained in our culture. When that concept is combined with an environment of trust and empowerment, our people are able to reach their fullest potential both in and outside of the workplace,” said Stuart Vick Smith, lead partner at ML&R Wealth Management. “We are honored to be recognized as the #1 Best Place to Work for Financial Advisors’ and thankful to each of our team members who make our firm a great place to work.”

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

“We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, Chief Content Officer, InvestmentNews. “These firms are leading the industry in developing best-in-class human resource practices.”

To learn more about the InvestmentNews 2021 75 Best Places to Work for Financial Advisers, please go to Bestplacesforadvisers.com.

Disclaimer: Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the adviser, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition located HERE.

About Author

ML&R Wealth Management

As Chief Compliance Officer, Sarah Wasaff works to keep our department in agreement with SEC regulations. Sarah joined ML&R Wealth Management LLC in 2015. In addition to her role as CCO, Sarah is the Director of Operations and creates processes to make our team function efficiently. SEC compliance is her specialty.

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