New York, September 22, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm headquartered in New York City, together with its subsidiary Private Ocean, LLC dba Wealthspire Advisors, today announced that three of their advisors have been named to AdvisorHub’s 25 Women Advisors to Watch list, an inaugural ranking that spotlights women advisors who are building fast-growing sophisticated practices.
Included on the list were:
- Ashley E. Iddings, CIMA®, CPWA® is a Managing Director and head of Wealthspire Advisors’ Potomac, Maryland office. Iddings has been with the firm since 2008 and has almost 20 years of wealth management experience.
- B. Kelly Keydel, CFP®, MBA, CDFA® is a Managing Director and financial advisor based in the firm’s Seattle, Washington office. Keydel joined Private Ocean, LLC in January 2017 and has over 16 years of wealth management experience.
- Amanda Campbell, CFP®, CDFA®, AAMS®, AIF® is a Senior Vice President and advisor based in Wealthspire Advisors’ Fulton, Maryland office. Campbell joined the firm in 2020 through the acquisition of StratWealth and has been in the financial services industry since 2010.
AdvisorHub ranks the advisors on its list based on three criteria: scope of practice, growth of practice, and professionalism. Scope of practice is measured by assets, production, and level of service. Growth of practice consists of year-over-year growth in assets, households, and production. Lastly, professionalism includes regulatory record, community service, and team diversity. Additional information about the ranking methodology is available on the AdvisorHub website at advisorhub.com.
“Ashley, Kelly, and Amanda are outstanding advisors who exemplify the hard work and commitment that our advisors give to their clients and to building their practice every day,” said Wealthspire Advisors CEO, Mike LaMena. “Wealthspire has consistently had a higher percentage of women among its ranks than industry averages, and we are honored that three of our many talented advisors were recognized by AdvisorHub for their dedication, success, and leadership.”
The full list can be accessed here.
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor that oversees, across its entities, 19 offices in 10 states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 6,600 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 7th largest US-based privately owned broker, 9th best place to work in insurance and 13th largest broker of U.S. business (Business Insurance); 10th largest commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).
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