Annika Ferris promoted to Wealth Advisor
ATLANTA (January 3, 2007) - Brightworth has promoted Annika Ferris to the position of Wealth Advisor for the firm's client base of high-net-worth families and individuals. Ferris provides comprehensive wealth advice that includes investment, tax, and philanthropy strategies as well as estate planning. "Annika is one of our industry's rising stars, and epitomizes the hard work, training, expertise, and client service that are signatures of a Brightworth Wealth Advisor," said Alan Gotthardt, President of Brightworth. "This is the next step for Annika in what we expect to be a long and successful career as a wealth advisor." Ferris joined Brightworth in November 2003 as a Financial Planner where her primary responsibilities included developing comprehensive financial plans for new clients as well as providing on-going planning services to existing clients. She earned her accreditation as a Certified Financial Planner™ practitioner, and is currently working on her Chartered Life Underwriter™ designation (CLU™). Ferris has a Masters degree in Personal Financial Planning from Georgia State University and graduated with honors from the University of Colorado with degrees in Business Administration-Information Technology and Biology. She is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA), and has been published in the Journal for Retirement Planning. Brightworth (www.brightworth.com) is an independent, fee-only wealth management firm that serves entrepreneurs and high net worth families and individuals. The firm and its partners have been nationally ranked as one of Robb Report Worth Magazine's 100 Most Exclusive Wealth Advisors, Charles Schwab Institutional's 28 Best Managed Firms, Mutual Funds magazine's 100 Top Advisors, and Wealth Manager magazine's Top 150 Wealth Managers, and are members of the National Association of Personal Financial Advisors (NAPFA).