NEW HOPE, Pa.–(BUSINESS WIRE)–Lisa (Bodine) Policare of Penn Wealth Planning, LLC was
recently ranked No. 45 in Pennsylvania on the annual Best-In-State
Wealth Advisors list and No. 206 in the nation
on the Top Women Wealth Advisor list, both published by Forbes.
According to Forbes, the annual lists highlight over 2,000 of the
nation’s top-performing advisors, nominated by their firms and then
evaluated based on a qualitative algorithm and quantitative criteria
administered by SHOOK Research. The criteria includes interviews,
industry experience, community involvement, revenue trends and client
retention*.
“I congratulate Lisa (Bodine) Policare on behalf of LPL,” said
Andy Kalbaugh, LPL managing director and divisional president, National
Sales and Consulting. “This recognition is a reflection of her
commitment to providing objective financial advice that is uniquely
geared toward her clients’ needs. Lisa’s success is a
great service to the financial advice industry and the value of
independent advice. LPL is proud to support Lisa (Bodine) Policare and
we thank her for the work she does to enrich
the financial lives of her clients.”
Lisa has been providing financial services to clients in Pennsylvania
for over 20 years. Along with her team at Penn Wealth Planning,
Lisa provides a full range of financial services, including
retirement and financial planning, individual investment management and
insurance services.
Lisa (Bodine) Policare is an LPL Financial advisor. LPL is the nation’s
largest independent broker-dealer** and a leader in the retail financial
advice market, providing resources, tools and technology that support
advisors in their work to enrich their clients’ financial lives.
About Penn Wealth Planning, LLC: Penn Wealth Planning is an
independent wealth management firm. Our independence enables us to focus
on your best interests at all times. We take the time to learn about
you, your goals and objectives before making recommendations. This
allows us to deliver a truly personal strategy customized for your
needs. These are just a few of the considerations that differentiate
Penn Wealth Planning and contribute to our unparalleled reputation for
developing meaningful, long-term client relationships built on trust.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the
nation’s largest independent broker-dealer**. We serve independent
financial advisors and financial institutions, providing them with the
technology, research, clearing and compliance services, and practice
management programs they need to create and grow thriving practices. LPL
enables them to provide objective guidance to millions of American
families seeking wealth management, retirement planning, financial
planning and asset management solutions. LPL.com
* The Forbes Best-In-State Wealth Advisor ranking, developed by
SHOOK Research, is based on in-person and telephone due diligence
meetings and 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. Portfolio performance is not a criterion due
to varying client objectives and lack of audited data. Neither Forbes
nor SHOOK Research receives a fee in exchange for rankings.
LPL Financial, Forbes magazine and SHOOK Research are all separate
entities.
**Based on total revenues, Financial Planning magazine, June
1996-2018
The Forbes ranking of America’s Top Women Wealth Advisors, developed by
SHOOK Research, is based on an algorithm or qualitative and quantitative
data, rating thousands of wealth advisors with a minimum of seven years
of experience and weighing factors like revenue trends, assets under
management, compliance records, industry experience and best practices
learned through telephone and in-person interviews. Portfolio
performance is not a criterion due to varying client objectives and lack
of audited data. Neither Forbes nor SHOOK receives a fee in exchange for
rankings.
Securities offered through LPL Financial, member of FINRA/SIPC
Contacts
Lisa (Bodine) Policare
Penn Wealth Planning
Phone:
(215) 862-7080
Fax: (215) 862-7084
