Recognitions

Women to Watch, Investmentnews

InvestmentNews is recognizing female financial advisors and industry leaders who are advancing the advice business through their passion, creativity, intellect and willingness to help other women along the way.

2024 Advisor of the Year (Southeast) Finalist, InvestmentNews

The InvestmentNews 2024 Advisor of the Year (Regional) recognizes the most outstanding advisors in the main regions of the U.S. from an advisory firm or team, regardless of business size and model.

40 Under 40, Investmentnews

Nina O’Neal was recognized by InvestmentNews in their 2016 class of 40 Under 40 professionals in the financial services industry. The InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, our editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisors, or industry professionals supporting advisers, who are 39 years and younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise.

40 under 40, triangle business journal

Nina O’Neal was recognized by the Triangle Business Journal as a 40 Under 40 Leader in the community for 2018. The 40 Under 40 award recognize outstanding professionals under the age of 40 for their contributions to their organizations and to the community. Finalists for the Triangle Business Journal’s 40 Under 40 Leadership Awards were chosen by six judges from a candidate pool of more than 200 qualified nominees.

100 Top financial advisors, investopedia

The INVESTOPEDIA 100 was created by analyzing the presence and impact of financial advisors across social media channels, TV, and radio, conferences, and their own blogs and websites. To conduct this analysis, we looked at their frequency of posts and appearances, number of followers, reader engagement, and citations of their work by other advisors, consumers and their financial media. Investopedia’s editorial team reviewed the results, researched each advisor under consideration, and made the final determination. This award is not indicative of the investment advisor’s future performance.

Fastest Growing Advisors to Watch, AdvisorHub

The AdvisorHub Fastest Growing Advisors to Watch recognizes advisors who have excelled at bringing in new clients, increasing assets and boosting production.

WOmen in finance: top 100 influencers, onalytica

Nina O’Neal was recognized by Onalytica as one of the Top 100 Influencers for Women in Finance, a list that includes some of the industry’s biggest advocates for advancement, recruitment, and equality for women in the financial services industry.