RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, announced that Dany Martin, MBA, Partner & Wealth Advisor of WFA (formerly Williams Financial Advisors) in Shreveport, LA, was named to InvestmentNews’ 40 Under 40 Class of 2021 for his accomplishments to the financial advice industry.
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Now in its eighth year, InvestmentNews’ 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry, ready to take the financial advice industry into the next era.
This year’s slate of 40 dynamic honorees under age 40 were selected from a pool of about 600 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership, and promise for the future.
“I am honored to be recognized by InvestmentNews for my work as an advisor,” said Dany Martin, MBA, Partner & Wealth Advisor at WFA. “I am also immensely grateful to my colleagues both at RFG and WFA. As I reflect on the practice when we first joined RFG six years ago, walking shoulder to shoulder with them has helped knit an unbreakable bond between my life’s work and our shared purpose.”
As Partner & Wealth Advisor, Dany believes it is his most significant achievement to help others achieve their financial goals through education and advice, without the need for complicated language or unnecessary jargon. In addition to providing fiduciary and wealth management advisory services, Dany has also been involved in numerous financial literacy initiatives, among them RFG’s StrongHer Money recognized by InvestmentNews.
“Dany is an exceptional, passionate advisor and well-deserving of this honor,” said Shannon Spotswood, President of RFG Advisory. “As an RFG StrongHer Money ambassador, he is accelerating our impact on helping women become financially fearless through education. Dany is a true leader; he has an innate ability to see how things can be done, and then he makes it happen.”
“This accolade endorses RFG’s commitment to empowering leaders like Dany with a forward-looking framework and a technology platform to think and act differently,” said Bobby White, Founder & CEO of RFG Advisory. “For advisors willing to act boldly, I promise they will transform the way they do business, and like Dany, 10x their impact beyond what they ever thought possible.”
InvestmentNews will celebrate 40 under 40 honorees in a live Future of Our Business event in New York City on October 13 to discuss financial advice industry issues of the day. A special section of honorees will be available online at https://40under40inadvice.com/.
About RFG Advisory
RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG’s investment and technology platform. Additionally, through RFG Capital, the firm buys stakes in advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence.
Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. Private Client Services and RFG Advisory are unaffiliated entities.
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through our weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.
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