Anne-Day Triana has been awarded as “One of the Top Money Advisers of 2016, 2018, & 2019” by Washingtonian magazine, a popular monthly magazine distributed in the Washington DC area. This award is based on survey recommendations from other financial professionals and independent research from peers in the field and consulting industry publications.
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.”
Investment News’ 40 Under 40 nominations of advisers and associated professionals are evaluated based on accomplishment to date, contribution to the industry, leadership and promise.
Anne-Day Triana was nominated and evaluated against 10 objective criteria associated with providing quality services to clients 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 & 2018 Five Star Wealth Managers.
Anne McCabe Triana, an independent LPL Financial Advisor at Curo Private Wealth was named to LPL’s Director’s Club in 2019. This distinction is given to less than 20% of LPL Advisors, and is based on annual production.
Anne was named to the Freedom Club in 2016, a distinction given to less than 40% of the LPL Advisors, and is based on annual production.