Honored for Innovation and Impact in Wealth Management, David Pickler and Team Celebrate Prestigious Recognition
Pickler Wealth Advisors, an independent wealth advisory firm in Collierville, TN, announces today that David Pickler and Pickler Wealth Advisors (BullCast the Podcast) have been named as finalists for two distinguished awards – Luminaries With a Heart and Thought Leadership & Education for the ThinkAdvisor Luminaries Awards. This marks David Pickler’s third year as a finalist and BullCast’s second consecutive year. These nominations reflect the firm’s outstanding commitment to engaged philanthropy and thought leadership in the financial services industry.
Luminaries With a Heart Award Finalist:
The Luminaires With a Heart Award honors individuals who have gone above and beyond in their work in philanthropy and other empowering endeavors that have a highly beneficial impact on local, national, and global communities. David Pickler's nomination for this prestigious award highlights his dedication to serving and improving the lives of individuals and families in his community. In 2023, under David's leadership, the firm's philanthropic program concentrated on enhancing and expanding regional arts and educational initiatives, reflecting a deep passion for these areas. Building on the momentum from their Engaged Philanthropy campaign launched the previous year, Pickler Wealth Advisors expanded their efforts by partnering with schools, theaters, non-profits, and leadership programs.
Thought Leadership & Education Award Finalist:
The Thought Leadership & Education Award honors firms that have gone above and beyond in leading a firm that has introduced a new approach or framework to their segment of financial services, which address clients in a novel way via insights that can serve as a model of industry excellence and achievement.
As part of their commitment to education, Pickler Wealth Advisors launched a podcast called BullCast in 2020. This innovative move demonstrated their dedication to making financial topics more accessible and providing real talk during challenging times. The podcast features co-hosts Katie Pickler, Cort Winsett, and Cameron Spann, who break down personal finance into engaging, bite-sized topics. Their aim is to "remove the veil" and bring a basic level of awareness to financial matters in a relatable, honest, and pop-culture-fueled format. For over 200 weeks, they have never missed a show. This podcast, which had humble beginnings, is now an extraordinarily successful endeavor, seeing fans from all over the globe.
Through BullCast, Pickler Wealth Advisors has further solidified their position as thought leaders in the industry. By consistently delivering high-quality content and valuable insights, they have empowered listeners to make more informed financial decisions.
Being named a finalist for the Think Advisor Luminaries Awards in two significant categories, Luminaries With a Heart and Thought Leadership & Education, is a testament to the exceptional contributions of David Pickler and Pickler Wealth Advisors. Their commitment to making a positive impact on their community and empowering clients through knowledge and education has set them apart in the financial advisory industry. The ThinkAdvisor Luminaries winners will be announced on December 11th in Las Vegas, NV.
About Pickler Wealth Advisors: Pickler Wealth Advisors (PWA) has been providing individuals and organizations with financial guidance since 2005. Located at 1135 Halle Park Circle, Collierville, TN 38017, the advisors of PWA pride themselves on crafting unique strategies for each client. For more information, please visit www.picklerwealthadvisors.com. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor. www.picklerwealthadvisors.com
2024 ThinkAdvisor LUMINARIES Awards Finalist, created by ThinkAdvisor. Presented in Sept 2024 for the preceding 12 months. Not indicative of firm’s future performance. Your experience may vary. For more information, please click here.
Comments