The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. At least 1/3 of their clientele are women and achieving this award reaffirms the commitment Stephanie has to extraordinary service in addressing the financial needs of women and their families. “I am honored to receive this prestigious recognition and am eternally grateful to be able to work every day with people who inspire me. I look forward to continuing to help women plan with a purpose, using their wealth as a tool to support their goals and dreams”
WomenCertified, originator of the Women’s Choice Award, was created by Delia Passi, the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines. Delia has created the Women’s Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service and cutting their time in half when searching for the right financial advisor to cater to their financial needs. The award allows this elite group of advisors to showcase their commitment to the women’s market, while giving potential clients a starting point for entrusting their finances to an advisor.
Charleston Investment Advisors, LLC receives the Women’s Choice Award®- page 2of 2
Women influence an enormous amount of wealth around the globe. Recent studies indicate the following in regards to women and their finances:
• $20 Trillion (27%) of the world’s total wealth is controlled by women. **
• In the US alone, women exercise decision making control over $11.2 trillion; that is 39% of the nation’s estimated $28.6 trillion of investable assets. **
• 75% of female wealth creators describe themselves as primary decision makers. **
• Women consumers make the final decision for buying 91% of home purchases, 65% of the new cars, 80% of health care choices, and 66% of computers. ***
As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust and greatly value financial security, WomenCertified Inc. has created the solution. This powerful, national initiative distinguishes advisors who support female consumers in their quest for financial education.
ABOUT CHARLESTON INVESTMENT ADVISORS, LLC At Charleston Investment Advisors, LLC, our mission is to help our clients make the most of their financial lives. We provide personalized strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future. As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan. Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for those you care most about. To learn more visit www.charelstoninvestmentadvisors.com
ABOUT WOMEN’S CHOICE AWARD
The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program. WomenCertified Inc., home to the Women’s Choice Award, awards businesses, brands and services based on high recommendation ratings by female consumers. The Women’s Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit www.womenschoiceaward.com.
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