KAR is pleased to announce that Senior Wealth Advisors Sam Waltman and Dustin Gale and Wealth Advisor Grace Apuy have been recognized as “Advisors to Watch” by AdvisorHub for 2024.
Waltman and Gale ranked 34th and 39th, respectively, on the publication’s 250 Advisors To Watch (Under $1B) list, while Apuy ranked 49th on the 200 RIAs To Watch list.
“Sam’s, Dustin’s and Grace’s client service has set an example for the entire industry and exemplifies KAR’s core beliefs and original principles,” said Stephen A. Rigali, Executive Managing Director. “KAR is proud to congratulate them on this achievement as it honors the makeup of their practice and commitment to growth and professionalism.”
According to the award program’s methodology, nominees were required to have a minimum of seven years experience. The advisors are then ranked on their scope of practice measured by assets, production, and level of service; growth of practice, consisting of year-over-year growth in assets, households, and production; and lastly, professionalism, which includes regulatory record, community service, and team diversity.
This marks Waltman’s second time being honored by AdvisorHub, ranking 82nd on their “Fast Growing Advisor to Watch” list for 2023.
The full lists and further information are available here.
