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PLATTSBURGH - Heidi G. Clute of Clute Wealth Management
recently attended the first-ever “Top Women
Advisors Summit” hosted by Barron’s
magazine and R.J. Shook, author of “The Winner’s
Circle” books rating America’s top financial
advisors. The invitation-only conference recognizing
top women in the financial industry was held in
Orlando, Florida. In addition to Heidi Clute were
77 of the Top 100 women financial advisors in the
U.S., as published in Barron’s.
“It was a real honor to be part of this inaugural
event, and meet others who share the same passion
for our profession,” Clute said. “Discussing
best practices one-on-one with the top financial
advisors in the country was a unique experience,
and I’m excited to bring these insights back
to my firm and my clients.”
Heidi Clute is
a CFP® professional with 27 years of experience.
Heidi is the owner of Clute Wealth Management, an
independent firm and Registered Investment Advisor
providing strategic financial and investment planning
for individuals and small businesses in the Champlain
Valley region of New York and Vermont. Securities
are offered through LPL Financial, /SIPC.
For more information, contact:
Sally Kieny, (802) 864-6710
skieny@marketing-partners.com
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