We are proud to announce our Associate Wealth Advisor, Thao Truong, has been named by InvestmentNews as a 40 Under 40 honoree.

This program recognizes and celebrates up-and-comers in the financial advice industry. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise.

As an advisor, Thao finds it "very fulfilling to help not just clients, but the community because this type of financial knowledge should be extended to everybody, not just people who can afford it.” One of Thao’s passions is working with women. Recently, she helped develop and launch “herselfbymorton,” a platform that offers a series of events, videos, and resources to encourage and empower women to talk about money, improve their relationship with it, share wisdom, and make important decisions to get the most life out of their wealth.

InvestmentNews Editor-in-Chief, Paul Curcio, states: "The 40 individuals selected as the future of our business are a perfect example of the life and vitality of this industry. InvestmentNews is proud to profile these rising stars and shine a light on their impressive accomplishments at such an early stage of their careers. This year's class is no exception. It wasn't easy to narrow the field down to just 40 honorees, but we believe these are the very best of the best the industry has to offer.”

Congratulations, Thao!

Click here to learn more about Thao’s unique financial journey

Click here to meet all the top 40 Under 40 honorees.

Click here to read Thao's article: 4 Things Every Woman Should Know When Buying a Home

‍