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Trusted Advisers

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Every business owner and top executive has a team of professionals who are as much a part of their success as their employees. These professionals know the intimate details of the clients' business. They are Trusted Advisers.


Event Date: September 14, 2018

Location: To be announced

Time: 11:30 am

Nomination deadline: June 1, 2018 Nominate

Ticket Price: $35

A total of fifteen Trusted Advisers will be honored in five business fields. Additionally three Up-and-Comer awards and the celebrated Legacy Adviser award will be given.

Trusted Adviser
These professionals are at the peak of their career, having been in his or her field for more than five years. Three individuals will be honored in each of these adviser categories, for a total of 15.

  • Accountant
  • Banker
  • Insurance Agent
  • Lawyer
  • Wealth Manager

Up-and-Comer
These professionals have been in his or her field fewer than five years and are on their way to Trusted Adviser status. These are individuals whose careeers we should all be watching. Three individuals will be honored from any of the adviser categories, for a total of three.

Legacy Adviser
This professional has been in his or her field for 20 or more years. One person will be selected for the Legacy Adviser honor, the pinnacle award for achievement.

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