Wealth Enhancement, an independent wealth management firm that oversees approximately $70 billion in client assets¹, has announced Mindy Ying, Senior Vice President and Managing Director at Wealth Enhancement, has been named a finalist for the Women in Wealth Management Awards. Mindy has been nominated for the Career of Excellence Award, which recognizes a woman who has dedicated at least 15 years to the financial advice profession and has exhibited remarkable achievements and leadership throughout her career. Additionally, this award acknowledges her ability to bring about positive changes within the industry.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said, “I'm proud to work alongside Mindy, and I understand why she was included on this prestigious list of finalists. Mindy's dedication to her work and her determination serves as a source of inspiration for her colleagues. Her significant contributions to her community, clients, and our firm are a clear indication of why she was selected as a finalist for this reputable award.”
The Women in Wealth Management Awards, now in its second year, aims to celebrate and pay tribute to the remarkable women in the wealth management sector. Winners will be announced at the Excell Represent Women in Wealth Awards ceremony in Orlando, Florida on November 15.
About Excell Represent
Now in its second year, Excell Represent is an industry-wide, collaborative event aimed at empowering women in wealth management to build community, level up professionally and impact the industry for the better.
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi™ processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our 90 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
¹ Wealth Enhancement and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had $70.1 billion in client assets, including $4 billion of brokerage assets held at LPL Financial, as of August 31, 2023.
Awarded as a finalist on 09/25/23 for the time period of 1/1 2023 – 09/25/23. An outside group of industry leaders served as the judging committee.
