PLATINUM SPONSORS
Lifetime Achievement Award
Congratulations to our three finalists, Tracye Caughell for her work with the Children’s Musical Theatre of Bartlesville, Inc., Lynn L. Chen-Zhang for her work with the Western Michigan University Foundation, and Hal Lynde for his work with the Houston Furniture Bank. Watch now to see who wins the Lifetime Achievement Award Category!
Catalyst Award
Winner Announced!
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Community Service
Winner Announced! Watch Video
Global Impact
Winner Announced!
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Volunteer of the Year
Winner Announced! Watch Video
ABOUT 2020 IiO AWARDS WEEK
Now in its 14th year, the Invest in Others Awards program recognizes the charitable work of financial advisors in communities across the country and around the world. Through this flagship program, Invest in Others has presented 69 awards, partnered with more than 300 charities, shared hundreds of inspirational stories, and donated over $3 million to causes that financial advisors and firms care so much about.
The Invest in Others Awards were presented digitally this year over the course of five days, from Monday, September 21 to Friday, September 25 at 4:45pm ET.
2020 Finalists
Finalists for the 2020 Invest in Others Awards actively worked to make a difference by supporting a wide spectrum of causes. Each year, these advisors help hundreds of thousands of people across the country and around the world. This year’s finalists have been involved with their respective nonprofits for an average of 13 years, they dedicate an average of 30 hours per month volunteering and together they have raised an astounding $150 million over the past three years!
Thank You Sponsors
PLATINUM
Advisor Group
Allianz
Cetera
Fidelity
LPL Financial
Merrill
Natixis
PARTNER
ALGER
AllianceBernstein
Berkshire Bank
Brinker Capital
Dow Jones
Ivy Investments
Lincoln Financial Distributors
Live Oak Bank
PGIM
Protective
Transamerica
TriState Capital
Waddell & Reed Financial Advisors
GOLD
AssetMark
BNY Mellon | Pershing
Cambridge
Commonwealth Financial Network
Diamond Consultants
Eaton Vance
Envestnet
FS Investments
Griffin Capital
Hightower
InvestmentNews
JConnelly
MarketCounsel
MFS
MML Investor Services
Morgan Stanley
Nuveen
Orion
PIMCO
Private Advisor Group
Putnam Investments
UBS
SILVER
AIG
American Century
BlackRock
Charles Schwab & Co., Inc.
Clark Capital Management
Columbia Threadneedle
eMoney Advisor
Equitable
Franklin Templeton
Janus Henderson Investors
John Hancock
Lincoln Investment Planning
Lord Abbott & Co. LLC
New York Life Investments
Northwestern Mutual
Raymond James
RBC Wealth Management
Riskalyze
TD Ameritrade
Thrivent Advisor Network
Wells Fargo
