Financial Advisor David Kassir invited to attend Barrons Winner’s Circle 2nd year in a Row

by | Mar 21, 2018 | Miami Financial Advisor | 0 comments

DAVID KASSIR – Attends Barron’s Top Advisory Team Conference.
Las Vegas (February 12, 2018)—Washington DC & Miami, FL .

Senior Financial Advisor David D. Kassir, of Manna Wealth Management in attendance at the exclusive renowned Barron’s Top Advisory Teams Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.

The invitation-only conference was held at Aria Resort, February 12-15th in Las Vegas, NV. The Top Financial Advisors in the U.S., as ranked and published in Barron’s Magazine, were in attendance. This annual ranking is the basis for the Top Advisory teams Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors’ practices. Select Financial Advisors are comprised of advisors from major wealth management firms in America. This conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.

Financial Advisor David Kassir invited to attend Barrons Winner’s Circle 2nd year in a RowThe Summit brings together key leaders and top decision makers from around the country, it is recognized by the financial advisor community as the industry’s leading event. The ideas and discussions generated here equip attendees to provide the best investment and financial advice to their clients, which is vital given the challenging economic and market conditions of today. David D. Kassir of Manna Wealth Management was one of approximately 500 financial advisors in America who was selected by their firm to attend and participate in this exclusive conference. For more information about Barron’s Winner’s Circle conferences, please go to www.barrons.com/conferences

Attendees of the Barron’s Top Advisory Team Summit were comprised of the 100 financial advisors listed in Barron’s “Top 100 Financial Advisers”, 02/12/2018, as well as financial advisors selected by their firms to attend this event. The Barron’s Top 100 Financial Advisor award is based on quantitative and qualitative criteria as well as by examining regulatory records. Portfolio performance is not a criterion because most advisors do not have audited track records.

Learn more about David Kassir and Manna Wealth Management at https://mannawealthmanagement.com/ 

David Kassir

Managing Director | Manna Wealth Management
Miami Beach, Florida

Manna Wealth Management is revolutionizing the financial advisory industry by providing specialized advice to help individuals and families make smart investments for their future. For over 27 years, we’ve been helping our clients create meaningful wealth through a thoughtful and custom-tailored approach. Our mission is to unlock the potential of each individual client by offering a comprehensive range of services designed to meet their specific needs. With David Kassir as the driving force behind Manna Wealth Management, we strive to build lasting relationships with our clients.