WA Asset Management is proud to announce the recognition of MaryPat Peeples, a Financial Planning Associate in the wealth management firm’s Homewood location, at the Birmingham Business Journal’s (BBJ) NextGenBHM Awards. Peeples was selected as a top winner from a pool of honorees from the BBJ’s 2020 NextGenBHM Series.
The NextGenBHM series recognizes leaders in the Birmingham area in the banking and finance, real estate and construction, law, education and workforce development, technology and healthcare sectors. The winners were chosen based on their tangible achievements within their business and community. Honorees were recognized at the NextGenBHM Awards hosted through a Zoom event on January 28, 2021.
MaryPat Peeples has been with WA Asset Management for three years, and her responsibilities include accurately addressing clients’ needs throughout the comprehensive financial planning process, as well as interacting with female clients and helping to facilitate Women’s Wealth Connection events.
“I’m thrilled to know MaryPat is being recognized with this award,” says Melanie Nichols, CFA, CFP®, a Member of WA Asset Management and co-founder of the Firm’s Women’s Wealth Connection. “She’s a vital part of our team and actively demonstrates her commitment to our clients time and again. I have no doubt she’ll continue to exemplify the leadership qualities this award recognizes.”
Click here to learn more about MaryPat Peeples and the impact that she makes through the financial planning services she offers at WA Asset Management.
The Birmingham Business Journal’s NextGen BHM Series award winners were selected based on their contributions to their companies, their role in the industry, the likelihood of them becoming a key leader in the field and their role in the community. This ranking and/or recognition does not evaluate the quality of services provided to clients and is not indicative of the future performance of WA Asset Management, LLC. It should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results, nor should it be construed as a current or past endorsement of WA Asset Management, LLC by any of its clients. Neither the RIA firms nor their employees pay a fee to the Birmingham Business Journal in exchange for inclusion in this ranking.