Boston, Massachusetts – November, 2019 – Marsh & McLennan Agency is pleased to congratulate Sara Carvalho and Lisa Buffington for being named to NAPA’s 2019 Top Women Advisors Rising Stars List.
NAPA created the Top Women Advisors list to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession. The “Rising Stars” category acknowledges those who may have been retirement plan advisors for five years or less, although many have been in “the business” longer.
This year, as in years past, approximately 500 nominees were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice, as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans, and in what way(s) they “give back.”
Those questionnaires were then reviewed on an anonymized basis by a panel of judges who, over the course of several weeks, selected the women to be honored.
“Our entire organization is proud, but not surprised, that Lisa and Sara received this accolade.” said Nathan Rasmussen, Managing Director of Marsh & McLennan Agency New England’s Retirement Services team. “We are very proud of their accomplishments and look forward to them leading the way for our growing retirement team.”
Marsh & McLennan Agency is a full-service insurance, risk management, retirement and employee benefits consulting firm that specializes in delivering customized solutions to small and middle market organizations. As a subsidiary of Marsh, the world's largest broker and risk advisor, Marsh & McLennan Agency provides clients with professionals who intimately understand the local market while maintaining access to regional expertise and global resources.
Securities offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC. MMA and MMA Securities are affiliates owned by Marsh & McLennan Companies.