McLain and Robak named Top Women Wealth Advisors 2021 | Commercial achievements
Lincoln, Nebraska – May 16, 2021 – Tracey McLain, Managing Director – Investments and Lincoln Branch Manager, and Susan robak, Managing Director – Investments, Wells Fargo Consultants in Lincoln, Nebraska, were recognized on Forbes’ 2021 List of Top Women’s Heritage Consultants.
This distinction represents a list of professionals who come to work with one goal in mind: to help their clients succeed.
“It is an honor to be recognized by Forbes as one of the top female heritage advisors,” said Robak. “As investment planning has become more complex, our top priority is to work with our clients to develop strategies to help them build confidence in all facets of their financial lives and achieve their investment goals in the short and long term. long term, ”McLain said.
With over 30 years of experience in financial services, McLain is production manager for the Lincoln branch. Robak has over 25 years of experience in the financial services industry and holds a master’s degree from the College of Financial Planning and an accounting degree from the University of Nebraska-Lincoln. Both are certified financial planning professionals.
Forbes Top Women & Best in State Wealth Advisors
The Forbes 2021 Top Women & Best in State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, income and other criteria from SHOOK Research, LLC, who does not receive compensation from advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.