2015 Retirement Plan Adviser of the Year

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2015 Finalists
Individual
Team Alliance Benefit Group Financial Services The Casey Retirement Group at Morgan Stanley Compass Financial Partners Graystone Consulting | Cincinnati The D’Aiutolo Institutional Consulting Team at UBS Financial Heffernan Retirement Services PearlStreet Investment Management of Oppenheimer & Co. Inc. The Ratay Group at Morgan Stanley Spectrum Investment Advisors, Inc.
Multioffice Team
Judges

2014 Winners 2015 Winners

Team

Alliance Benefit Group Financial Services

The Casey Retirement Group at Morgan Stanley

Compass Financial Partners

Graystone Consulting | Cincinnati

The D’Aiutolo Institutional Consulting Team at UBS Financial

WINNER

Heffernan Retirement Services

PearlStreet Investment Management of Oppenheimer & Co. Inc.

The Ratay Group at Morgan Stanley

Spectrum Investment Advisors, Inc.

Industry Intelligence

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THOUGHT LEADERSHIP

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