News & Insights
CHICAGO — September 28, 2018 /PRNewswire/ — Six HighTower advisors earned coveted spots on the 2018 FT 401, a list of the best retirement plan advisors in the United States curated by The Financial Times and Ignites Research.
“Managing a retirement plan requires investment sophistication, an informed approach to plan design and access to advanced technology and resources,” said Elliot Weissbluth, CEO of HighTower. “This year’s HighTower honorees are uniquely positioned to help companies meet their plan goals. We are proud to support such an exceptional community of advisors.”
The Financial Times recognized the following HighTower advisors:
- Peter Godfrey – Fiduciary Plan Advisors at HighTower in Owings Mills, Md.
- Michael Markovic – Fiduciary Plan Advisors at HighTower in Owings Mills, Md.
- Courtney Sindelar – Fiduciary Plan Advisors at HighTower in Owings Mills, Md.
- Jania Stout – Fiduciary Plan Advisors at HighTower in Owings Mills, Md.
- PJ Banazek – The Morgia Group at HighTower in Watertown, N.Y.
- Steve Bogner – Treasury Partners at HighTower in New York, N.Y.
The 401 elite financial advisors on the FT 401 specialize in advising employers across the United States on their defined contribution plans. The list was compiled by the Financial Times and Ignites Research, using data from Broadridge Financial Solutions. In order to qualify for the list, advisors were required to manage at least $75 million in defined contribution assets, and have at least 20% of their client assets in defined contribution plans.
In addition to the FT 401, in 2018, HighTower advisors have appeared on Forbes’ lists of America’s Top Wealth Advisors, America’s Top Women Advisors and America’s Top Next-Generation Advisors; Barron’s list of the Top 1200 Advisors by State and Top 100 Financial Advisors lists; the Financial Times’ FT 300; and On Wall Street‘s 40 Under 40 list.
HighTower is an innovative wealth management firm challenging the status quo of how firms deliver financial advice in the United States. Founded in 2007, the firm is at the forefront of a major industry shift from product sales to client service. Servicing approximately $55 billion in assets, HighTower is one of the fastest-growing companies in the U.S. Visit www.hightoweradvisors.com.
646 838 5445
# 2018 FT 401 Courtney Sindelar Fiduciary Plan Advisors Financial Times Hightower Jania Stout Michael Markovic Peter Godfrey PJ Banazek Retirement plan advisors Steve Bogner The Morgia Group Treasury Partners
HighTower Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.