NAPA Names Patrick McKay Top 100 Retirement Plan Advisor Under 40
November 29, 2023
On November 14, The National Association of Plan Advisors published its 2024 list of Top Young Retirement Advisors, a group they refer to as the “Aces.” We are pleased to announce that Patrick McKay, CFP®, Stokes Family Office’s Director of Institutional Services has been named to this prestigious list.
Established in 2014, this list – officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” – is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces” are widely seen as the future leaders of the retirement plan advisor industry. These outstanding individuals were drawn from a pool of more than 600 nominations. No compensation was provided directly or indirectly in connection with obtaining or using the third-party rating.
View the full list and additional details at napa-net.org/2024-aces-top-100-retirement-plan-advisors-under-40
You can contact Patrick at patrick@stokesfamilyoffice.com or (504) 399-4100
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About Stokes Family Office, LLC
Stokes Family Office, LLC is 100% family-owned and SEC-registered investment adviser* serving executives, business owners, and other high-net-worth entrepreneurs in the New Orleans area for over 35 years. As a fiduciary, the firm is committed to providing wealth management, retirement planning, family office, and other financial services that are in the best interest of its clients. The team approaches the complexities of wealth management with a modern, innovative point of view and offers clients transparent guidance that helps simplify their complex financial lives. For more information, visit stokesfamilyoffice.com.
*Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Stokes has attained a certain level of skill, training, or ability.
About the National Association of Plan Advisors (NAPA)
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association. More information about NAPA is available here. The American Retirement Association, based in the Washington, D.C. area, is a non-profit professional organization established to educate all types of retirement plan professionals, and to preserve and enhance the employer-based retirement plan system as part of the development of a cohesive and coherent national retirement income policy. The American Retirement Association is comprised of five premier retirement industry associations; the American Society of Pension Professionals & Actuaries (ASPPA), the American Society of Enrolled Actuaries (ASEA), the National Association of Plan Advisors (NAPA), the National Tax-Deferred Savings Association (NTSA), and the Plan Sponsor Council of America (PSCA). More information about the American Retirement Association can be found here.
*Stokes Family Office does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
