Theresa Chacopulos, Senior Financial Advisor and Senior Vice President – Investments, at Wells Fargo Advisors, LLC, in Scottsdale, Arizona, was named to the prestigious 2013 Barron’s “Top 100 Women Financial Advisors” list. Chacopulos was number 8 on the list. This is her 6th time making the list.
The list, published annually, provides readers with a comprehensive, objective look at the top women advisors as determined by the volume of assets overseen by the advisors and their teams, revenues generated for their firms and the quality of the advisors’ practices. Barron’s magazine is one of the industry’s leading publications.
Chacopulos has consistently been recognized for her client service standards at Wells Fargo Advisors, where she’s been named a “Premier Advisor.” The Premier Advisor program honors those advisors who are meeting or exceeding Wells Fargo Advisors’ highest standards of excellence. Earlier this year, she was also recognized as one of Barron’s 2013 “Top 100 Financial Advisors*” in the country, where she was ranked the number one advisor in the state of Arizona. In 2011, she was inducted into Research Magazine’s “Advisor Hall of Fame.*”
Chacopulos has been with Wells Fargo Advisors for 25 years and has 29 years of experience in the industry. She is very involved in her community, choosing to dedicate her time to the Phoenix Zoo and Autism Speaks. Her office is located at 8601 N. Scottsdale Rd. Ste. Scottsdale, AZ 85253.
*Barron’s Top 100 Financial Advisors: Financial advisors as ranked by assets under management, using data from a survey of advisors from broker-dealer firms.
*Top 100 Women Financial Advisors 2013: Criteria was based on filtered nominations from investment, insurance, banking and other related firms which were narrowed down based on many factors including volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Portfolio performance is not a criterion because most advisors do not have audited track records. For more information, please see http://online.barrons.com/report/top-financial-advisors/women/2013.
*Wells Fargo Advisors Premier Advisors: The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.
*Research Magazine’s Advisor Hall of Fame: Candidates must have a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community. A panel of three judges selected by Research Magazine selects the inductees from among submitted nominees.
Barron’s (www.barrons.com) is a financial magazine published by Dow Jones & Company since 1921. It reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth reports on what’s likely to happen in the market in the days and weeks to come. Barron’s publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,000.
About Barron’s Top 100 Women Financial Advisors
Criteria was based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.
About Wells Fargo Advisors
With $1.3 trillion in client assets as of March 31, 2013, Wells Fargo Advisors provides investment advice and guidance to clients through 15,354 full-service financial advisors and 3,204 licensed bankers. This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. www.wellsfargoadvisors.com
Investment products and services are offered through Wells Fargo Advisors, LLC.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.4 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, and the Internet (wellsfargo.com), and has offices in more than 35 countries to support the bank’s customers who conduct business in the global economy. With more than 270,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune’s 2013 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.