Named to Top 50 Under 40 List

I’m very pleased to announce that a key member of Fidelis Fiduciary Management, David M. Montgomery, has been named by the National Association of Plan Advisors (NAPA) to their Young Guns, Top 50 Plan Advisors Under 40 list!

Established in 2014, the list is primarily drawn down from nominations provided by NAPA Firm Partners, vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data, and voted on by thousands in the retirement plan industry. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry.

More than 400 of the nation’s leading advisors were nominated for this year’s award, and more than 20,000 votes were received during the month-long voting process. 

The Top 50 Retirement Plan Advisors Under 40 will be featured in the Spring issue of NAPA Net the Magazine and acknowledged at the 2016 NAPA 401(k) Summit in Nashville, April 17-19. Thanks to all who participated in the nomination and voting process, and congratulations to all of this year’s Top 50 Under 40!

Sincerely, 

W. Michael Montgomery, AIF®, C(k)P, TGPC, CFS, CLU
Chief Executive Officer
Fidelis Fiduciary Management

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