Plante Moran Financial Advisors’ Nancy Meconi Wins National Acclaim as One of Wealth Manager Magazine’s “Top 50 Women in Wealth Management”
4/14/2009
Southfield, Mich. — Plante Moran Financial Advisors, a leader in providing high-wealth individuals and organizations with a comprehensive suite of wealth management and investment consulting services, today announced that Nancy Meconi, Partner with Plante Moran Financial Advisors (PMFA), has earned national recognition as one of Wealth Manager magazine’s “Top 50 Women in Wealth Management,” featured in the publication’s April 2009 issue. Meconi was one of more than 350 women nationwide to participate in Wealth Manager Magazine’s first annual Survey of Women in Wealth Management.
“My father was an entrepreneur who passed his love for the stock market on to me at a very young age, sparking my interest in managing wealth and building lasting value for clients,” said Meconi. “I am delighted to have been named one of Wealth Manager Magazine’s ‘Top 50 Women in Wealth Management,’ and to be part of a supportive organization that has cultivated much of my professional success.”
Meconi was the first woman to become partner in PMFA, and today is one of three female partners with the group. She joined Plante & Moran as an accounting intern before transitioning to PMFA in 1988. Meconi earned a bachelor’s degree in accounting from Michigan State University.
“The leaders and staff of Plante Moran Financial Advisors congratulate Nancy Meconi on this very prestigious and well-deserved ranking as a national leader in wealth management,” said Bob Palmer, President of PMFA. “Nancy’s recognition is an affirmation of her commitment to client service and to the profession, and the depth of expertise she brings to each and every client.”
About Plante Moran Financial Advisors
With $5.3 billion of assets under management and clients throughout the United States, Plante Moran Financial Advisors is the nation’s fifth largest independent registered investment advisor based on assets under management, according to Financial Advisor magazine. The organization’s integrated affiliate services include investment advisory services, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. Plante Moran Financial Advisors is an affiliated entity to Plante & Moran, the nation’s 12th largest certified public accounting and business advisory firm, providing clients with financial, human capital, operations, strategy, technology, and family wealth management services.