Accolades & Recognition

On-Going Corporate Participation

Private Wealth Advisory Council
Sustainable Investing Advisory Council
Discretionary Advisory Council
Longevity Advisory Board

2024

Congratulations to Nancy Leizman on being named to Forbes' List of Best-In-State Wealth Advisors 2024
Congratulations to Nancy Leizman on being named to Forbes' Top Women Wealth Advisors 2024
Congratulations to Nancy Leizman on achieving membership in the 2024 Chairman's Council*

2023

2021

Crain's Cleveland Notable Wealth Managers

2020

RJA The Culture – Essential Connections – The Powerful Pivot

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