2017 Barron’s Press Release







Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Independent Financial Advisors and Industry Decision Makers

Washington, D.C. (June 14, 2017)— Theresa V. Donatelli, Partner & Wealth Advisor for Northstar Wealth Partners, attended the second annual Barron’s Top Independent Women Advisors Summit, hosted by Barron’s magazine to exchange ideas and best practices, with an eye towards improving their business and serving the investing public in the best possible manner.  The invitation-only conference was held June 12-14 at The Mandarin Oriental in Washington, D.C.

This exclusive conference was designed to convene a group of highly successful independent advisors, to discuss how trends and shifts in the wealth advisory business create both unique challenges and opportunities for leading female practitioners. Barron’s-ranked women advisors, independent channel industry leaders and renowned advisor coaches conducted sessions that explored subjects ranging from human capital development, core business strategy and management, capital structures and innovation.

“America needs wise and proven financial leadership. This conference brings together advisors around the country to share information and ideas toward one goal – to better serve their clients, their families and their communities,” said Sterling Shea, Associate Publisher and Head of Wealth Management Programs at Barron’s “The financial markets and investing are more complex than ever. These leading advisors will leave this conference better equipped to help their clients find investing opportunities, avoid market traps and pursue financial well-being.”

Theresa was one of approximately 150 financial advisors who were either selected by Barron’s or their affiliated firm to attend and participate in the conference. Participating firms included: Ameriprise Financial, Fidelity Investments, LPL Financial, Raymond James Financial, Charles Schwab & Co, Inc., TDAmeritrade Institutional, and Wells Fargo Advisors Financial Network.

For more information about Barron’s conferences, please go to http://www.barrons-conferences.com/


Theresa offers securities through LPL Financial.  Member FINRA/SIPC.  She offers investment advice through Northstar Wealth Partners, a registered investment advisor and separate entity from LPL Financial.  Theresa was invited to attend this summit as a guest and is not a recipient of Barron’s Top Independent Woman Advisors award.  All Entities listed are separate from LPL Financial.


About Barron’s

Barron’s (www.barrons.com) is America’s premier financial magazine, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.



Scroll Up