McKinney resident Erin Botsford has placed in the top 100 advisors in the nation. She is founder and CEO of the Botsford Financial Group in Frisco.
The 2016 list came out this week with Botsford ranked 24th among the Top 100 Women Financial Advisors by Barron’s, a leading financial magazine.
The ranking reflects information provided by women financial advisors across the country, including assets under management, revenue that the advisors generate for their firms and the overall quality of their practices. Botsford is one of only five women from LPL to make the esteemed top 100 ranking.
Dan Arnold, President of LPL Financial, a Leading retail investment advisory firm and independent broker/dealer, congratulated the five women in a press release Tuesday stating, “These women excel at creating lasting relationships with their clients and have built successful businesses by being able to support the unique needs of their clients. We are proud to support these advisors and we wish them continued success.”
Botsford’s personal story from poverty to success has made her a popular speaker in the financial industry. Her father died when she was just 11, leaving her family, including her mother and six children, broke.
At 16, on her way to a part time job, she was in a fatal car accident and faced a manslaughter charge. With no savings, she was advised to plead guilty for the wreck she didn’t cause. Only after her brother convinced her mother to take out a second mortgage on the family’s modest home did she get the legal representation needed to clear her name. From that experience she learned that having money gives you choices.
Erin chose to study finance and built her firm specializing in retirement and asset protection planning geared towards business owners and senior executives of Fortune 500 companies. Her investment philosophy, Lifestyle Driven Investing, is trademarked. Her book, The Big Retirement Risk: Running Out of Money Before You Run Out of Time, is a best seller. The Dallas Business Journal, The Dallas Morning News, FA Magazine, Kemper’s “Success Stories,” and Real Women Magazine have all featured her in their publications. D Magazine has named her one of the best financial planners in Dallas,* and she has been a frequent guest on TV including CNBC’s Power Lunch, Squawk on the Street, and Wealth Track with Consuelo Mack.
Financial success has led Botsford to the board of 4Word, which mentors young women professionals, and even brought her back to her childhood: she and her husband, Bob, help fund orphan homes in Zambia and Botswana so children left with nothing have a safe roof over their heads.
For more information on Lifestyle Driven Investing contact the Botsford Financial Group at 214-423-4200 or Erin Botsford at firstname.lastname@example.org.
* The Best Financial Planners 2002, 2004, 2008 were chosen based on surveys completed by financial planning professionals. Only Certified Financial Planners are listed.
Securities offered through LPL Financial, member FINRA/SIPC. Financial Planning offered through Lifestyle Planning Solutions, LLC, a registered investment advisor. Advisory services offered through Stratos Wealth Partners, a registered investment advisor. All companies listed are separate entities from LPL Financial.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $482 billion in advisory and brokerage assets as of April 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also service an estimated 45,000 retirement plans with an estimated $121 billion in retirement plan assets, as of March 31, 2016. LPL also supports more than 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com. Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC. LPL Financial and Barron’s magazine are not affiliated entities. LPL Financial, GAAM Wealth Advisors, The Botsford Group, Danielson Financial Group, Kaplan Financial Services and Pence Wealth Management are separate entities.