Approved Awards & Recognition Opportunities

*Last updated September 2022

List of awards affected by the Investment Adviser Marketing Rule

  • Five Star Wealth Manager Award

  • Women to Watch Award 

  • Annual Wealth Advisors With Heart Awards

  • Financial Times 401 Top Retirement Plan Advisors Award

  • 2019 Influencer of Finance Winners 

  • Forbes Best in State Wealth Advisors

  • Financial Times Top 400 Advisors

  • ThinkAdvisor Luminaries in Thought Leadership & Education

  • NAIFA Financial Advising Quality Award

  • 2022 Top Retirement Plan Advisors Under 40 - NAPA’s “Aces”

  • 2022 NAPA Top DC Advisor Teams Award 

List of awards NOT affected by the Investment Adviser Marketing Rule

  • Community Service Awards from MassMutual

  • Court of Table, & Top Of The Table 

  • 40 under 40 Fairfield / Hartford / Westchester

  • Best Places to Work
    (This is only permitted when the award is won by the Agency/DBA; not MassMutual Corporate)

  • National Underwriter Industry Elite Award for Community Outreach

  • Investment News Excellence In Diversity & Inclusion Awards

  • Forbes Top Financial Security Professionals

  • Phoenix Business Journal Insurance Brokerages / Largest Phoenix-Area Insurance Brokerages

  • 40 Under 40 by InvestmentNews 

If you are interested in learning more about these specific opportunities, reach out to marketing and we can help!