Mequon
financial planner Lori Gervais attends Barron’s Top Women
Advisors Summit
News Graphic Staff
Dec. 12,
2017
MEQUON — Lori Gervais, a
certified financial planner and director with The Gervais Group at
Baird, again attended the Barron’s Top Women Advisors Summit.
This
exclusive conference hosted an elite gathering of the nation’s
pre-eminent women financial advisors and industry decision makers,
according to a news release.
The conference is designed to promote best practices and generate
new ideas among the best female financial advisers across the
industry.
Attendees at the invitation-only conference explored current issues,
from managing high-net-worth accounts and families to portfolio
management in the challenging economic and market conditions of
today, the news release added.
This
exclusive conference hosted an elite gathering of the nation’s
pre-eminent women financial advisors and industry decision makers,
according to a news release.