Atlanta, GA, December 10, 2020 – We are pleased to announce Five Star award winners Julianne F. Andrews, MBA, CFP®, AIF® and Cathy C. Miller, MBA, CFP®, CRPS®, CDFA®’s appearance in a Women in Wealth special section in the December 2020 issue of Fortune magazine. The “Women in Wealth” supplement highlights Atlanta area women who “stand out” in their industry.
By earning this honor, they have both shown an outstanding commitment to clients. The Five Star Wealth Manager award is based on objective research criteria. Five Star Professional’s research team evaluates candidates from across major markets annually on ten criteria. Each of our award winners has shown a commitment to clients, strong industry credentials and has been evaluated on the quality of his or her practice. Both Atlanta Financial partners have met these criteria and have been honored with the 2020 Five Star Wealth Manager award.
Cathy Miller said, “Typically, female advisors bring some unique attributes to their client relationships – an open, collaborative approach and a commitment to informing and educating their clients. I approach all of my client relationships as a partnership, where we begin by gaining a deep understanding of their goals and values, and then develop and implement a game plan to help them achieve all that is important to them.”
“It is an honor to be recognized in the Women in Wealth special section. Cathy and I founded Atlanta Financial in 1992 with the premise of approaching financial planning and wealth management holistically that I believe resonates with many clients but especially with those that are drawn to a collaborative approach,” said Julie Andrews.
“Experienced women wealth managers are positioned to thrive.” That’s the sub-headline of Fortune’s “Women in Wealth” Five Star Professional feature that Cathy and Julie are honored to have been featured in. According to the Bureau of Labor Statistics, 31% of financial advisors in the U.S. are female and the Pershing Institute predicts that consumer demand for women financial advisors will increase in the coming years.
ABOUT ATLANTA FINANCIAL
At Atlanta Financial, our overriding objective is to help you achieve Financial Independence Together (FIT™). We do this through our proprietary FIT™ planning process designed to empower you to make the best financial decisions, no matter the stage of your life.
ABOUT FIVE STAR PROFESSIONAL’S WOMEN IN WEALTH
The Women in Wealth section includes a selection of women wealth managers who stand out in their industry. These women are part of an exclusive group of professionals who have satisfied 10 objective evaluation criteria, including assets under management, five-year client retention rate and have met a minimum service tenure. All of the wealth managers featured have earned the distinction of being a Five Star Wealth Manager.