This invitation is only extended to the most successful financial advisors based on a ranking of annual production among Commonwealth’s network of 1,710 financial advisors. Commonwealth is the nation’s largest privately held independent broker/dealer.
“We are pleased to recognize Sharon with this well-earned, exclusive distinction,” said Peter Wheeler, vice chairman of Commonwealth and host of this year’s retreat. “Her long-standing commitment to the financial livelihood of her clients and the bettering of her practice has positioned her among the industry’s elite. Sharon is a highly valued member of the Commonwealth community, and we are proud of her accomplishments and industry impact. We benefit from her perspective and experiences.”
The conference offered insightful presentations and educational sessions ranging from observations on market structure to national security challenges for the Trump Administration, plus much more.
Pictured left to right are Sharon Duncan and fellow
Commonwealth financial advisor, Stuart Benjamin.
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Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.