Celebrating Achievements in Women’s Wealth Management 2025
Celebrating Women's Contributions in Wealth Management
Carson Group has proudly announced the recipients of the esteemed 2025 Women in Wealth Management Awards, celebrating remarkable women in financial services who leave a lasting impact on their communities and professions. The awards ceremony took place during the firm’s annual women’s conference, fostering a spirit of recognition and inspiration.
Highlights of the Awards Ceremony
This year’s awards provided an excellent platform for recognizing and celebrating not only the achievements of influential women but also the male allies who support them in the finance sector. The Women in Wealth Management Awards shine a light on individuals who exemplify leadership, mentorship, and community service in the financial landscape.
Excellence in Mentorship
The Excellence in Mentorship Award goes to those who guide others in the wealth management field.
Lee Ann Forshee, CFP, Wealth Advisor, Office Manager at Carson Wealth True North Financial, stands out as a mentor and leader, inspiring those around her.
Recognizing Community Impact
With the Community Impact Award, Carson Group honors women who leverage their expertise to give back to their communities effectively.
Peggy Monahan, Director at Carson Private Client, has made significant contributions that resonate within her community, demonstrating the true spirit of giving.
Driving Industry Transformation
The Industry Transformer Award is awarded to women at the forefront of innovation in wealth management.
Debra Taylor, CPA/PFS, JD, CDFA, Managing Partner & Chief Tax Strategist at Carson Wealth Franklin Lakes, has initiated transformative programs that enhance the client experience.
Celebrating Emerging Talent
The Up & Comer Award highlights rising stars in the industry who are already making waves.
Amanda Bearden, CFP, a Financial Advisor at Pesta & Pesta Wealth Management, has quickly established herself as a noteworthy contributor to the field.
Recognizing Outstanding Allyship
The Allyship Award honors remarkable male advocates in wealth management.
Larry Sprung, CFP, Founder & Wealth Advisor of Mitlin Financial, has significantly supported women in the industry, paving the way for equality.
Career Excellence Acknowledged
The Career of Excellence Award recognizes women who have spent a minimum of 15 years in the financial advice profession.
Karin Grablin, CPA, CFP, Managing Partner and Senior Wealth Advisor at SRQ Wealth, exemplifies the qualities of success and leadership throughout her impressive career.
Operational Excellence
The Backstage Star Award goes to those whose efforts might go unnoticed but are crucial to the success of the organization.
Renee Boulger, Director of Operations at Valorem Financial, ensures that everything runs smoothly, facilitating success for clients and colleagues alike.
Transition Success Celebrated
The Transition Triumph Award recognizes those successfully transitioning from operational roles to advisory positions.
Denise Talbert, Wealth Advisor at Bain Wealth Management, has made a remarkable shift, showcasing her capabilities within the organization.
Growth and Top Performance Acknowledged
Lastly, the Growth & Top Advisor Award honors women making substantial career advancements while delivering exceptional results.
Debra Taylor once again earns this recognition for her significant contributions and commitment to excellence in her work.
The Importance of Recognizing Women in Finance
Heather Randolph Carter, Chief Marketing Officer of Carson Group, expressed, "The Women in Wealth Management Awards serve as a beacon of leadership and impact that women contribute to the wealth management sector. Each recipient embodies excellence, reminding us of the power of representation in creating opportunities for all. Carson Group is dedicated to lifting up successful women while nurturing the next generation of leaders in our industry."
Selection and Commitment
The recipients were chosen by an industry panel, ensuring that each award reflects the highest standards of achievement and contribution. Carson Group is devoted to amplifying women's voices and encouraging their growth within financial services.
About Carson Group
Carson Group, managing nearly $41 billion in assets, serves more than 52,000 client families through its expansive network of over 150 partner offices, including numerous Carson Wealth locations. Their ongoing efforts support the empowerment of women and promote an inclusive financial sector.
Frequently Asked Questions
What are the Women in Wealth Management Awards?
The awards recognize women in financial services who make significant impacts in their professions and communities.
Who were this year’s award recipients?
Prominent award recipients include Lee Ann Forshee, Peggy Monahan, Debra Taylor, and many others who have excelled in various categories.
How are the winners selected?
Winners are chosen by a panel of judges from different sectors of the industry to uphold rigorous standards.
What is the goal of the Women in Wealth Management Awards?
The awards aim to celebrate and empower women in finance, highlighting their contributions and mentorship efforts.
How does Carson Group contribute to women’s empowerment?
Carson Group facilitates platform opportunities for women through awards, mentorship programs, and community initiatives that foster leadership in finance.
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