Tag Archives: Barron’s

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Chacopulos among Top 100 Women Financial Advisors

Theresa Chacopulos, Senior Financial Advisor and Senior Vice President – Investments, at Wells Fargo Advisors, LLC, in Scottsdale, Arizona, was named to the prestigious 2013 Barron’s “Top 100 Women Financial Advisors” list.  Chacopulos was number 8 on the list.  This is her 6th time making the list.

The list, published annually, provides readers with a comprehensive, objective look at the top women advisors as determined by the volume of assets overseen by the advisors and their teams, revenues generated for their firms and the quality of the advisors’ practices.  Barron’s magazine is one of the industry’s leading publications.

Chacopulos has consistently been recognized for her client service standards at Wells Fargo Advisors where she’s been named a “Premier Advisor.”  The Premier Advisor program honors those advisors who are meeting or exceeding Wells Fargo Advisors’ highest standards of excellence.  Earlier this year, she was also recognized as one of Barron’s 2013 “Top 100 Financial Advisors” in the country, where she was ranked the number one advisor in the state of Arizona.  In 2011, she was inducted into Research Magazine’s “Advisor Hall of Fame.”

Chacopulos has been with Wells Fargo Advisors for 25 years and has 29 years of experience in the industry.  She is very involved in her community, choosing to dedicate her time to the Phoenix Zoo and Autism Speaks.  Her office is located at 8601 N. Scottsdale Rd. Ste. Scottsdale, AZ  85253.

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Wells Fargo advisor ranked No. 1

Theresa E. Chacopulos, senior financial advisor of the Scottsdale branch of Wells Fargo Advisors, LLC, was ranked among Barron’s Top 1,000 Financial Advisors for 2013, as announced in the weekly magazine’s February 18th issue.  Chacopulos was ranked No. 1 in the state of Arizona.

“I’m incredibly honored to be recognized alongside other top advisors,” said Chacopulos.  “My focus is now and always has been, to put the needs of my clients first and to work hard to help my clients succeed financially.  I’m proud to be recognized as a top advisor and I look forward to continuing to build even stronger client relationships.”

Winner’s Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 of the nation’s most productive advisors.  Among the factors considered for the rankings are assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment –picking abilities.

Chacopulos has 27 years experience in the brokerage industry. She is a member of Central Arizona Estate Planning Council, the Investment Management Consultant Association and the Phoenix Zoo Planned Giving Advisory Committee.  She holds Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA) designations.  Chacopulos lives in Scottsdale with her husband and has one son.

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GenSpring ranked among nation’s top wealth managers

GenSpring Family Offices, a leading wealth management firm for ultra-high net worth families with an office in Phoenix, has been ranked by Barron’s in the top 40 of all wealth managers in the U.S.

GenSpring ranked at No. 33 in Barron’s annual ranking and was recognized for its “open architecture” which offers clients “significantly more financial products from outside managers.” GenSpring, with $15 billion in assets under advisement, was included in a Barron’s cover story in September and was noted as offering the “purest form of open architecture.”

“We appreciate the continued recognition from industry-leading publications,” noted Pat Soldano, chair of the western region for GenSpring Family Offices. “As the only full-service family office firm in Arizona, we are dedicated to offering comprehensive wealth management services with an integrated approach and oversight with other advisors. This is ‘open architecture’ at its finest.”

The Barron’s accolade comes on the heels of two other prestigious honors. GenSpring was named the No. 1 Registered Investment Advisor (RIA) by REP. Magazine and its online affiliate, www.wealthmanagement.com. The firm has also been included in the inaugural NATIONAL Premier Advisors list produced by the National Association of Board Certified Advisory Practices (NABCAP).