Broker Check

Curo Recognition

Investment News: 40 Under 40 - Class of 2017

The editorial staff at Investment News received more than 800 nominations, and began by reviewing the traits they were seeking to recognize most strongly in this year’s class. InvestmentNews editorial staff evaluated nominees by key attributes: accomplishments to date, contributions to the industry, leadership and promise.  “Given the passion, dedication, and innovative spirit that are the hallmarks of the U.S. financial advice industry, it’s not surprising we received more than 800 nominations when we put out our call for this year’s class of 40 under 40s,” said Frederick P. Gabriel Jr., editor of Investment News. “Whittling those nominations down to just 40 honorees was tough.  But after reading our honorees’ stories, I have no doubt that Investment News’ readers will feel as inspired and hopeful about the future of the industry as we do.”  

The Washingtonian Award: Top Money Advisers of 2016 & 2018

Anne-Day Triana has been awarded as “One of the Top Money Advisers of 2016 & 2018” by Washingtonian magazine, a popular monthly magazine distributed in the Washington DC area. This nomination recognized Anne-Day Triana in the list of top financial wealth managers in the area, based on number of surveys received from peers and independent research done by Washingtonian Magazine. This will be the first time for Anne-Day Triana to be featured in the popular magazine, and is honored to be part of the special January and April issue.

Five Star Wealth Manager – 2015, 2016, 2017, & 2018

Anne-Day Triana was nominated and evaluated against 10 objective criteria such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016 & 2017 Five Star Wealth Managers.

LPL Freedom Club: 2016 | LPL Director's Club: 2017 & 2018

Anne McCabe Triana, an independent LPL Financial Advisor at Curo Private Wealth was named to LPL’s Director’s Club in 2018.  This distinction is given to the top advisors based on annual production.