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Valerie Leonard Named a "Top Wealth Advisor Mom" by Working Mother Magazine

Grinkmeyer Leonard Financial is thrilled to annouce that its co-founder, Valerie R. Leonard, AIF®, CPFA, has been named to Working Mother Magazine’s “Top Wealth Advisor Moms” list for 2019. The list was published on workingmother.com. The third-annual list features the top 400 mothers working in wealth management.

With more than 15 years of experience, Valerie’s mission is to help people find better ways to manage their money and time. Her commitment as a leader in the financial industry and retirement community has earned her numerous recognitions throughout the United States. She specializes in 401(k) consulting for companies and in managing investment portfolios for and offering financial advice to high net worth individuals.

“I’m honored to be recognized as one of Working Mother’s Top Wealth Advisor Moms,” said Valerie. “I hope my kids will be better adults because they get to grow up in an environment where I work hard to help other people. Managing investment assets is so much fun and it’s a privilege to do it for so many people that I love!”

SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Overall, 3,500 advisors were considered, and 400 (11.4 percent) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary.

Valerie Leonard Named a 2019 "Women to Watch" by the Birmingham Business Journal

Grinkmeyer Leonard Financial is pleased to announce that Valerie R. Leonard, AIF®, CPFA, has been named a “Women to Watch” by the Birmingham Business Journal.

The list recognizes businesswomen who are “shaping Birmingham’s business community, their industries, and the community.” The winners will be honored at the annual Women’s Summit at the Hyatt Regency The Wynfrey Hotel on Friday, September 27. The full list of honorees is available at www.bizjournals.com/birmingham.

“I am grateful that my work allows me to have an impact on other people. In a word where investment management has become complicated and confusing, it is refreshing to be able to help give my clients confidence about their financial futures and simplify their lives,” said Valerie.

To read the full release, please click here

The Birmingham Business Journal’s 2019 Women to Watch award honorees were nominated and chosen based on their career accomplishments, their potential for future leadership and contributions to their organization and the overall economy and other factors. This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.

Valerie Leonard Honored in Forbes' Best-in-State Next-Gen Wealth Advisors List

Grinkmeyer Leonard Financial is thrilled to announce that its Co-founder, Valerie Leonard, AIF®, CPFA, has been named to the Forbes' Best-in-State Next-Gen Wealth Advisors list for 2019. The list was published on Forbes.com.

With more than 15 years of experience, Valerie’s mission is to help people find better ways to manage their money and time. She helps her clients successfully navigate growing their businesses, plan for retirement, and support themselves and their families. Her commitment as a leader in the financial industry and retirement community has earned her numerous recognitions throughout the United States. 

“It’s an honor to be recognized for doing something that I love,” said Valerie. “It brings me so much joy to help people accomplish their financial dreams. There’s no doubt in my mind that this recognition wouldn’t be possible without our amazing team and our firm is committed to helping our clients achieve long-term success.”

The 2019 ranking of Forbes' Best-in-State Next-Gen Wealth Advisors recognizes advisors born in 1980 or later with a minimum of four years experience. To read the full release and to learn more about this award, please click here.

This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

Valerie Leonard Honored in Forbes' Best-in-State Wealth Advisors List

Grinkmeyer Leonard Financial is honored to announce that its co-founder, Valerie R. Leonard, AIF®, CPFA, has been named to Forbes’ Best-in-State Wealth Advisors list for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.

With more than 15 years of experience, Valerie’s mission is to help people find better ways to manage their money and time. Her commitment as a leader in the financial industry and retirement community has earned her numerous recognitions throughout the United States. She specializes in 401(k) consulting for companies and in managing investment portfolios for and offering financial advice to high net worth individuals.

“In a world where hardworking Alabamians are busy and don’t have time to make sure their investments and financial planning strategies are as efficient as possible, I’m delighted to offer simple solutions and proactive service to help give them the confidence they need to get where they’re going,” said Valerie. “I am honored to be recognized by Forbes and am thankful for the opportunity to do what makes me happy every day when working with my clients.”

To read the full press release, please click here.

The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. 2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

Jamie Kertis Honored on NAPA Top Retirement Plan Advisors Under 40 List

Grinkmeyer Leonard Financial is pleased to announce that its Retirement Plan Specialist, Jamie Kertis, QKA, AIF®, CPFA, has been named to the National Association of Plan Advisors (NAPA) 2019 Top Retirement Plan Advisors Under 40 list. The list will be published in a future issue of NAPA Net the Magazine, will be acknowledged at the 2019 NAPA 401(k) Summit, and is currently featured online.

As the firm's retirement plan specialist, Jamie works with company presidents, CFOs, CEOs, and human resources professionals to design, implement, and manage a total benefit strategy including 401(k) plans and group health and welfare plans. She helps companies design retirement plans that not only represent the best interests of their employees but also plans that attract and reward top-level executives. 

“I am humbled and excited to be recognized in this elite group of retirement plan advisers,” said Jamie. “The 401(k) remains the single best way for hardworking Americans to make meaningful strides in saving for their retirement future and I am grateful to be a part of making that retirement dream a reality.”

To read the full press release and learn more about this award, please click here.

The NAPA Top Retirement Plan Advisors Under 40 list includes plan advisors who have built a solid practice—either alone or as part of a team—and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members. Nominees were asked to complete an application, and winners were chosen based on criteria that include current and new DC assets under management, DC plans for the past 12 and 24 months, and DC/defined benefit plan revenue. Overall, 512 advisors were considered, and 100 (19.5 percent of candidates) were recognized. For more information, please visit: www.napa-net.org. *Votes were used to break ties, if applicable. The nominated advisor need not be a NAPA member. This award is not indicative of the wealth manager’s future performance. Your experience may vary.

Grinkmeyer Leonard Financial Named as Top DC Advisor Teams by NAPA

Grinkmeyer Leonard Financial is honored to be named to the National Association of Plan Advisors (NAPA) 2018 Top DC Advisor Teams list. Now in its second year, the list was featured in a recent NAPA Net Daily newsletter and is featured online. Grinkmeyer Leonard Financial is one of only four firms in Alabama to be recognized. This year’s list includes advisors that are “working to help Americans prepare for a financially satisfying retirement.”

Valerie Leonard, co-founder of Grinkmeyer Leonard Financial, remarked, “In an environment where 401(k) plans have become so complicated for employers to run, we remain focused on proactively implementing processes and procedures that will help provide fiduciary protection and simplify oversight so that hard-working Americans can be confident their company is committed to offering a best-in-class retirement plan and creative financial wellness programs.”

To read the full press release, please click here.

*The 2018 NAPA Top DC Advisor Teams List is a compilation of individual advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. 300 qualified firms were considered, of which 255 (85% of candidates) were recognized. This award is not indicative of the future performance of the firm or its advisors. Your experience may vary. For more information, please visit: www.napa-net.org.

Trent Grinkmeyer and Valerie Leonard Honored in Financial Times Top 401 Retirement Advisers List

Grinkmeyer Leonard Financial is excited to announce that its Co-founders, Trent Grinkmeyer, AIF®, CRPC®, and Valerie Leonard, AIF®, CPFA, have been named to the Financial Times 401 Top Retirement Advisers list for 2018. The fourth annual list, produced independently by the Financial Times in collaboration with Ignites Research, was recently published in a special section of the newspaper’s U.S. edition, as well as on ft.com.

“It’s a privilege to be honored for helping empower Americans to save and invest for retirement in meaningful ways,” said Valerie. Her commitment as a leader in the financial industry and retirement community has spanned nearly fifteen years. "This recognition as a leading 401(k) advisory firm demonstrates our focus on offering best-in-class retirement investments, driving down plan costs, and protecting employers from fiduciary liability.” 

With more than 20 years of experience in the financial industry, Trent works with retirement plan sponsors to improve the 401(k) experience for both the company and the participants. "This award represents the hard work by our team to help employees of the 401(k) plans that we work with make their retirement dreams a reality." said Trent.

The Financial Times 401 Top Retirement Advisers is an independent listing produced annually by the Financial Times. The list is based on data gathered from advisors, regulatory disclosures, and Financial Times research. It reflects each advisor’s status in seven primary areas: defined contribution (DC) plan assets under management, DC plan business growth rate, specialization in DC business, years of experience, advanced industry credentials, compliance record, and DC plan participation rate.*

To read the full press release and to learn more about this award, please click here.

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 670 qualified applicants were nominated, of which 401 were recognized (60 percent of candidates). This honor is not indicative of the advisor's future performance. Your experience may vary. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the Financial Times 401. For the full methodology, please visit ft.com.

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