Liana Poodiack , CFP ® , serves as Managing Director and Wealth Manager at Poodiack Wealth Management Group of Steward Partners, based in Keene, New Hampshire . Liana was previously recognized on the Forbes Top Women Wealth Advisors Best-In-State list in 2022 and 2023. Additionally, she received accolades from Forbes on its Best-In-State Wealth Management Teams in 2024 as well as being named to Forbes Best-in-State Wealth Advisors List in 2022 and 2023, and to the list of Forbes America's Top Women Advisors in 2020. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC-registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated.

Source: Forbes March 04, 2024 16:47 UTC