Join us in congratulating our Director of Advisory Services, Melissa Sotudeh, for her recognition as one of AdvisorHub's 2023 RIA Advisors to Watch.
According to AdvisorHub, "These one-hundred advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth."
It is an honor for us at Halpern Financial to have Melissa earn this recognition.
AdvisorHub Disclaimer: The 2023 AdvisorHub “Advisors to Watch” award was announced in June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.