Broker Check

2017 Women's Choice Award

Contact: Stefanie Zinchiak

FOR IMMEDIATE RELEASE

Phone Number: (954) 922-0846

Date: February 1, 2017

James E. Dy, CFP®, CIMA®, AIF®, AAMS®, AWMA® receives the Women’s Choice Award for Financial Advisors

Bedminster, NJ – February 1, 2017 - As the leading advocate for female consumers, WomenCertified®, Inc. is pleased to announce that James E. Dy has received the Women’s Choice Award® for Financial Advisors, based on rigorous research, 17 objective criteria including a client survey to obtain feedback regarding service and practices.

The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment James E. Dy has to extraordinary service in addressing the financial needs of women and their families. 

WomenCertified, originator of the Women’s Choice Award, was created by Delia Passi, the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines. In partnership with WIFE.org (Women’s Institute for Financial Education) co-founders Ginita Wall and Candace Bahr, Delia has created the Women’s Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service. The award allows this elite group of advisors to showcase their commitment to the women’s market, while giving potential clients a starting point for entrusting their finances to an advisor. 

Women currently control 51 percent of all wealth in the United States, and, according to the Federal Reserve, this number is projected to reach 66% by 2020.* As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust, Passi, Bahr and Wall have already created the solution.  This powerful, national initiative distinguishes advisors who support female consumers in their quest for financial education.

ABOUT FIRM/ADVISOR

James E. Dy, CFP®, CIMA®, AIF®, AAMS®, AWMA® is a Partner at Main Street Wealth Management, LLC, a boutique wealth management firm based in Bedminster, NJ.  He and his firm specialize in helping successful physicians, executives and entrepreneurs in the key areas of: estate conservation, retirement planning, investment and risk management, and business succession.  James’ team utilizes a unique process in order to understand their clients’ financial objectives - before creating a customized approach to helping them work toward achieving their desired goals and objectives.  For more information, please visit their website at: www.MSWealth.com.      

ABOUT WOMEN’S CHOICE AWARD

The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of comprehensive review and client survey.

Securities offered through LPL Financial, Member FINRA/SIPC

WomenCertified®, home to the Women’s Choice Awards, awards businesses, brands and services based on high recommendation ratings by female consumers. WomenCertified represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit www.womenschoiceaward.com or go to: www.wife.org/womens-choice-award/finding-a-financial-advisor/

 

ABOUT WIFE.ORG

The Women’s Institute for Financial Education (WIFE.org) is the oldest non-profit organization dedicated to providing financial education to women in their quest for financial independence. It was founded in 1988 by wealth management experts and KPBS Heroes Candace Bahr and Ginita Wall, who have a lifelong mission of helping women connect with resources that help them prosper and grow financially. Visit www.wife.org

http://www.forbes.com/sites/sashagalbraith/2011/03/18/financial-services-the-industry-women-love-to-hate/