LOCAL ADVISORS MICHAEL LANDSBERG & LEW BENNETT AMONG FINANCIAL
ADVISORS ATTENDING BARRON’S WINNER’S CIRCLE
TOP ADVISORS SUMMIT1
Exclusive Conference Features Some of the Nation’s Distinguished Financial Advisors and Industry Decision Makers
ORLANDO (September 12, 2012)—Michael Landsberg & Lew Bennett, partners and co-founders of Landsberg Bennett Private Wealth Management in Punta Gorda & Sarasota attended the eighth-annual Barron’s Winner’s Circle Top Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at Waldorf Astoria, September 12-14 in Orlando, FL. This was Michael’s fourth conference and Lew’s first.
58 of the Top 100 Financial Advisors in the U.S., as ranked and published in Barron’s April 16, 2012 issue, were in attendance. This annual ranking is the basis for the Top Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams, revenue generated for their firms and indications of service quality of the advisors’ practices. Many of the top independent advisors head up firms, however, their scores were based on assets in accounts that they oversee themselves. Portfolio performance isn’t a criterion, because many advisers don’t have audited track records. The top 100 are comprised of advisors from major security firms and independent operations.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
“Because the Summit brings together key leaders and top decision makers from around the country, it is recognized by the financial advisor community as the industry’s leading event,” said Ed Finn, editor and president of Barron’s. “The ideas and discussions generated here equip attendees to provide the best investment and financial advice to their clients, which are vital given the challenging economic and market conditions of today.”
Michael Landsberg was named one of the Top 1000 Financial Advisors in the U.S. by Barron’s in 2010, 2011 & 2012. Landsberg Bennett Private Wealth Management is located at 252 West Marion in downtown Punta Gorda and at 6151 Lake Osprey Drive in Sarasota. They can be reached at (941)-391-8000. Their website is www.landsbergbennett.com.
1Attendees of the Barron’s Winner’s Circle® Conference were comprised of the 100 advisors listed in Barron’s/Winner’s Circle “Top 100 Financial Advisers”, (02/28/2012) as well as 400 financial advisors designated as the top 1% producers of their firms. Michael Landsberg was selected to attend based on his production.
2The rankings are based on data provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, quality of the practice, and other factors. Institutional assets are given less weight in the scoring. Investment performance isn’t an explicit component.
About Wells Fargo Advisors
With $1.2 trillion in client assets as of June 30, 2012, Wells Fargo’s brokerage businesses are comprised of 15,170 full-service financial advisors and 3,216 licensed bankers. This vast network of advisors, one of the nation’s largest, serves clients through offices in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. www.wellsfargoadvisors.com
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Landsberg Bennet Private Wealth Management is a separate entity from WFAFN.