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, Member FINRA/SIPC.