Community Leadership Awards

Community Awards Awards Dinner Nomination Form About…

Community Leadership Awards

Thank you to all who submitted nominations for the 2009 Community Leadership Awards. The 2010 call for entries will begin in February, please check back for further details.

InvestmentNews is pleased to announce the finalists and honorees for the 2009 Community Leadership Awards.

Community Service Award

Robert E. Wamhoff – HONOREE
Wamhoff Financial Planning & Accounting Services, Inc.
Charity: Just Because We Care

W. Stephen McMahon
Wells Fargo Advisors
Charity: Boys and Girls Club of Manchester

Stephen Brent Wells
The Solaris Group, LLC
Charity: St. Mary’s Healthcare System for Children

Volunteer of the Year Award

Robert B. Wolford – HONOREE
Hollencrest Capital Management
Charity: Operation Homefront

William Pickens

Wells Fargo Advisors
Charity: Gift of Life Mid-South

Mary Schulte
Morgan Stanley Smith Barney
Charity: DuPage PADS Inc

Mentoring Excellence Award

Brett S. Ellen – HONOREE
American Financial Network/Securities America
Charity: Turn Kindness On (TKO) Helping Hands

Mason Champion
Morgan Stanley Smith Barney
Charity: The Boys’ Latin School of Maryland Golf Program

Karen True Winslow
Wintergreen Financial Group
Charity: Big Brothers Big Sisters of Southern Maine

Volunteer Team Award

James Thompson and the FPA of Massachusetts – Dana Farber Initiative – HONOREE
FPA of Massachusetts
Charity: Dana-Farber Cancer Institute

Peter M. Donovan & Wright Investors’ Services
Wright Investors’ Services
Charity: The School for Ethical Education

Scott Thole & Daniel Pierson
Morgan Stanley Smith Barney
Charity:Chicago HOPE Dollars for Scholars

What are the Community Leadership Awards?
The Community Leadership Awards recognize financial advisers from any brokerage firm, broker-dealer or RIA firm for their roles as leaders and active volunteers in charitable organizations within their communities. The awards pay tribute to the philanthropic spirit of financial advisers by highlighting their dedication to their communities and the lasting impact of their efforts.

Now in its third year, the Community Leadership Awards, presented by InvestmentNews and the Invest in Others Charitable Foundation, have honored financial advisers across the nation affiliated with wirehouse, regional, independent and insurance broker-dealers. It’s the only program that recognizes the charitable contributions of financial advisers outside of the advisory industry.

Award finalists will be honored at the Community Leadership Awards dinner on Wednesday, September 30, 2009. Award honorees will be announced during the dinner. The Invest in Others Charitable Foundation will make a donation of $10,000 to each category award honoree’s charity. A $500 donation will also be made to each of the finalists’ charities.

For further information on sponsorship opportunities for the awards dinner or to attend click here.

Meet the 2008 award honorees.

AWARD CATEGORIES
GROUP AWARD
"Volunteer Team Award"	Presented to a team of advisers and/or office staff for their current, collective involvement of at least three years as volunteers for a charity in their community.
INDIVIDUAL AWARDS
"Mentoring Excellence Award"	Presented to an adviser who has been actively mentoring a young adult for at least two years and has demonstrated qualities as a role model and “champion for youth” in his or her community.
"Volunteer of the Year Award"	Presented to an adviser who has been actively serving as a volunteer at one or more local non-profit organizations for at least two years and has made a contribution considered to have a “lasting impact.”
"Community Service Award"	Presented to an adviser who has made managerial contributions to a local, non-profit organization – as a fundraiser, organizer, board member, or other executive position – over a period of at least five years, has made an outstanding contribution to the community, and has served “with distinction.”

AWARD CATEGORIES

GROUP AWARD

"Volunteer Team Award"

Presented to a team of advisers and/or office staff for their current, collective involvement of at least three years as volunteers for a charity in their community.

INDIVIDUAL AWARDS

"Mentoring Excellence Award"

Presented to an adviser who has been actively mentoring a young adult for at least two years and has demonstrated qualities as a role model and “champion for youth” in his or her community.

"Volunteer of the Year Award"

Presented to an adviser who has been actively serving as a volunteer at one or more local non-profit organizations for at least two years and has made a contribution considered to have a “lasting impact.”

"Community Service Award"

Presented to an adviser who has made managerial contributions to a local, non-profit organization – as a fundraiser, organizer, board member, or other executive position – over a period of at least five years, has made an outstanding contribution to the community, and has served “with distinction.”

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