Title: Managing Director of Wealth Planning Strategies Group (Retired) Company: Bankers Trust Co. (Deutsche Bank) Location: New York, United States Achievements: Inductee, Albert Nelson Marquis Lifetime Achievement (2019) Featured Listee, Who’s Who in America, Marquis Who’s Who (2004) Featured Listee, Who’s Who in American Law, Marquis Who’s Who (1985-1988, 2002-2003) Recipient, American History Essay Prize,…
Category: financial planning
Rosemary Ingold Manchester
Title: Certified Financial Planner Company: Blakeslee and Blakeslee Location: San Luis Obispo, CA United States Achievements: Inductee, Albert Nelson Marquis Lifetime Achievement (2018) Featured Listee, Who’s Who of American Women, Marquis Who’s Who (1989-1990) Recipient, Mellon Scholarship, Graduate Management Program for Women, Pace University Designations: MBA, Pace University BA, College of Emporia, Kansas MFA,…
Beverly Francine Tanner
Title: President Company: National Planning Corporation Location: California, United States Achievements: Inductee, Albert Nelson Marquis Lifetime Achievement (2018) Featured Listee, Who’s Who In Finance and Industry, Marquis Who’s Who (1994-1995) Featured Listee, Who’s Who in America, Marquis Who’s Who (2009) Featured Listee, Who’s Who of American Women, Marquis Who’s Who (2006-2007) Named, One of Seven…
M. Joy Miller Bell
Title: President, Broker Company: Financial Design Corp. (Now Bell, Inc.) Location: Las Cruces, NM United States Achievements: Inductee, Albert Nelson Marquis Lifetime Achievement (2018) Featured Listee, Who’s Who in Finance and Business, Marquis Who’s Who (2004-2010) Featured Listee, Who’s Who In Finance and Industry, Marquis Who’s Who (1989-1990, 1992-2003) Featured Listee, Who’s Who in America,…
William H. Bestgen, Jr.
Title: Financial Planner Company: Bestgen Wealth Management, LLC Location: Massachusetts, United States Achievements: Inductee, Albert Nelson Marquis Lifetime Achievement (2018) Featured Listee, Who’s Who in Finance and Business, Marquis Who’s Who (2006-2009) Featured Listee, Who’s Who In Finance and Industry, Marquis Who’s Who (1987-1990, 1992-1995, 1998-1999) Featured Listee, Who’s Who in America, Marquis Who’ Who…
Judith Kalb Beckman
Title: Financial Counselor and Planner Company: American Portfolio Financial Services Location: New York, United States Achievements: Inductee, Albert Nelson Marquis Lifetime Achievement (2018) Featured Listee, Who’s Who In Finance and Industry, Marquis Who’s Who (1987-1990, 2000-2001) Featured Listee, Who’s Who in America, Marquis Who’s Who (1992-1999, 2001, 2006, 2009) Featured Listee, Who’s Who in American…
Sherman Davie Hanna
Title: Professor of Consumer Sciences Company: The Ohio State University Location: Columbus, OH United States Achievements: Inductee, Albert Nelson Marquis Lifetime Achievement (2018) Featured Listee, Who’s Who in Finance and Business, Marquis Who’s Who (2006-2010) Featured Listee, Who’s Who in American Education, Marquis Who’s Who (2004-2005, 2007-2008) Featured Listee, Who’s Who in the Midwest, Marquis…
David J. McNamara
Title: Financial and Tax Planning Executive Company: VF Realty Partners Location: West Des Moines, IA United States Achievements: Inductee, Albert Nelson Marquis Lifetime Achievement (2018) Featured Listee, Who’s Who in the Midwest, Marquis Who’s Who (1986-1997, 1999-2016) Featured Listee, Who’s Who in America, Marquis Who’s Who (2000-2005, 2009, 2013-2014) Featured Listee, Who’s Who in Finance…
Robert Charles Carlson
Title: President Company: Center for Retirement Security, Inc. Location: Fairfax, VA Achievements: Inductee, Albert Nelson Marquis Lifetime Achievement (2018) Featured Listee, Who’s Who in Finance and Business, Marquis Who’s Who (2004-2005, 2009-2010) Featured Listee, Who’s Who in America, Marquis Who’s Who (2003-2016) Featured Listee, Who’s Who in the East, Marquis Who’s Who (1991-1994) Featured Listee,…
Noel Reitmeister
Title: Financial Planner Company: A.G. Edwards & Sons Inc. Location: Chicago, IL United States Achievements: Inductee, Albert Nelson Marquis Lifetime Achievement (2018) Honoree, Appointed Colonel-on-Staff, Governor of Kentucky (1988-Present) Recipient, Man of the Year Award, Jewish Federation of Metropolitan Chicago (2005) Honoree, Man of the Year, B’nai B’rith International (1986) Recipient, Excellence Award National Association…
John William Schott
Title: Portfolio Manager Company: Steinberg Global Location: Boston, MA United States Achievements: Inductee, Albert Nelson Marquis Lifetime Achievement (2018) Featured Listee, Who’s Who in Medicine and Healthcare (2009) Featured Listee, Who’s Who in America (1999, 2001-2006) Featured Listee, Who’s Who in the World (2000, 2003) Featured Listee, Who’s Who in the East (1998) Designations: Doctor…
Robert John Cullen
Title: Financial Planner Company: Retirement Planning and Management Group Location: Upland, CA United States Achievements: Inductee, Worldwide Lifetime Achievement (2018) Featured Listee, Who’s Who in America (1997-1999, 2002-2006, 2008-2012) Featured Listee, Who’s Who in Finance and Business (2009) Featured Listee, Who’s Who in the World (1994, 2003, 2008) Featured Listee, Who’s Who in Finance and…
Anthony W. Holder
Title: Chief Executive Officer Company: C&H Financial Services, Inc. Location: Westchester, IL United States Achievements: Inductee, Worldwide Lifetime Achievement (2017) Honoree, Number One Company in the State of Illinois, “Inc. Magazine,” Mansueto Ventures (2016) Honoree, Number One Company in Chicago, “Inc. Magazine,” Mansueto Ventures (2016) Honoree, Number Three Top Financial Services Company in the U.S.,…
Ruth A. McKim, MSPA
Title: Financial Planner (Retired) Location: Louisville, KY United States Achievements: Inductee, Worldwide Lifetime Achievement (2018) Scholar, Hite Art Insitute, University of Louisville (1952-1954) Scholar, Kentucky Real Estate Commission, Commonwealth of Kentucky Recipient, Republican Presidential Legion of Merit, U.S. Army Featured Listee, Who’s Who in Finance and Business, Marquis Who’s Who (2006-2009) Featured Listee, Who’s Who…
Samuel Paul Johnson
Title: Chairman, Co-chief Executive Officer Company: Johnson Sterling, Inc. Location: Franklin, TN United States Achievements: Inductee, Worldwide Lifetime Achievement (2017) Recipient, Best Financial Adviser, Birmingham Magazine (2017) Designations: Bachelor of Arts, Auburn University
Ann Wilson Hartmann, MBA, CLU, ChSC, AEP
Title: Financial Planner Company: Hartmann & Associates Location: Lambertville, MI United States Achievements: Inductee, Worldwide Lifetime Achievement (2017) Honoree, Distinguished Community Woman of the Year, Girl Scouts of Maumee Valley Council (2007) Recipient, Kenneth Black Leadership Award, Society of FSP (2007) Honoree, Distinguished Accredited Estate Planner, NAEPC (2006) Recipient, Hines Award, National Board on Child…
Norman Gerald Kurland
Title: 1) President 2) Managing Director and Chief Executive Officer Company: 1) Center for Economic and Social Justice 2) Equity Expansion International, Inc. Industry: Financial Planning Years in industry: 57 Years affiliated with Marquis Who’s Who: 6 Contact Norman Gerald Kurland:
Judith A. Davidson, Ph.D.
Title: Wealth Management Advisor Company: Merrill Lynch Location: Roseville, CA United States Achievements: Inductee, Worldwide Lifetime Achievement (2017) Designations: PhD, University of Masachusetts at Amherst Contact Judith A. Davidson, Ph.D.:
David P. Dresbach
Title: President Company: Dresbach & Associates Location: Saint Paul, MN United States Achievements: Inductee, Worldwide Lifetime Achievement (2017) Honoree, Boss of the Year, American Businesswomen’s Association, St. Paul, MN (1980) Featured Listees, Who’s Who in Finance and Business, Marquis Who’s Who (2006-2009) Featured Listees, Who’s Who in Finance and Industry, Marquis Who’s Who (1996-1997) Featured…
Albert Constantine Bellas
Title: Founder and Managing Director Company: Solaris Group, LLC Industry: Financial Planning Years in industry: 54 Years affiliated with Marquis Who’s Who: 32 Contact Albert Constantine Bellas:
Who's Who Lifetime Achievement 