Stonegate Financial

Jameson Van Houten Invited to Barron’s Top Independent Advisors Summit

ORLANDO (March 6, 2013)—Jameson Van Houten, CFP®, attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.  The exclusive, invitation-only conference is designed to promote best practices and generate new ideas across the industry.  Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.

“This conference gave me the opportunity to connect with other top advisors, share ideas, and gain new insights on how to better serve our clients,” said Jameson Van Houten, CEO of Stonegate Capital Advisors.

“America needs wise and proven financial leadership. This conference brings together the best advisors in the country to share information and ideas toward one goal – to better serve their clients, their families and their communities,” said Ed Finn, editor and president of Barron’s. “The financial markets and investing are more complex than ever. These leading advisors will leave this conference better equipped to help their clients find investing opportunities, avoid market traps and achieve financial well-being.”

Jameson Van Houten was one of only approximately 400 financial advisors, representing the Top 1% of the industry, selected to participate in the event.  Associated participating firms included: TD Ameritrade Institutional, Ameriprise Financial Services, Charles Schwab, Fidelity Investments, LPL Financial Services, Pershing, Raymond James, and Wells Fargo Financial Network.