OVERLAND PARK, Kan., October 18, 2024 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), is proud to announce that seven of its team members have been recognized with the National Association of Plan Advisors (NAPA) 2024 Top Women of Excellence award. This accolade, established in 2015, highlights the growing influence of women in shaping the future of retirement planning and their commitment to delivering exceptional services to clients.
NAPA has recognized the following individuals:
- Julie Babcock
- Carly Bell
- Sally Johnson
- Mindy Marburger
- Meredith Moore
- Ashli Smith
- Ana Ulicevic
“The recognition of multiple team members on the 2024 NAPA Top Women of Excellence list is a testament to the extraordinary talent and dedication within Creative Planning,” said Creative Planning President and CEO Peter Mallouk. “These seven individuals have consistently demonstrated exceptional leadership and innovation, and I’m thrilled to see their contributions recognized by the retirement services industry.”
More than 800 nominees for this year’s award program were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans and in what way(s) they “give back.” Those questionnaires were then reviewed and scored by a panel of judges that ultimately determined the final list of honorees.
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About Creative Planning
Creative Planning, LLC is an independent wealth management firm that provides a financial planning-led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as business services and institutional money management. Creative Planning and its affiliate United Capital have more than $325 billion in combined assets under management and advisement as of June 30, 2024.Third-party rankings should not be construed as a guarantee that a certain level of results will be experienced if Creative Planning is engaged, or constitutes to be engaged, to provide investment advisory services. Creative Planning never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. Additional important disclosure information about our industry recognition may be found at https://creativeplanning.com/important-disclosure-information/.
