New Providence, NJ, April 03, 2019 (GLOBE NEWSWIRE) -- via NEWMEDIAWIRE -- Lassus Wherley, a subsidiary of Peapack-Gladstone Bank, has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews this week.
Lassus Wherley was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
“Helping our clients was only part of our dream when we became financial planners. We also knew that we wanted to work in an informal, fun atmosphere. We wanted an office environment that our staff and our clients would enjoy, yet would not interfere with the serious matters to be addressed.”- Diahann W. Lassus and Clare E. Wherley
InvestmentNews partnered with Best Companies Group, an independentresearch firm specializing in identifying great places to work, to compile the inaugural survey and recognition program. The list is a first of its kind for the financial advice industry.
“InvestmentNews is pleased to recognize firms with supportive cultures where advisors can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, CEO/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”
To learn more about the InvestmentNews 2019 75 Best Places to Work for Financial Advisers, please go to InvestmentNews.com/BestPlaces.
ABOUT LASSUS WHERLEY
Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®. We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL. We assist individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations in identifying their needs, desires and goals. Lassus Wherley exists to bring peace of mind to clients, helping them build better futures by providing a wide range of wealth management services, including financial planning, investment management, tax preparation, and trust services.
The Lassus Wherley web site is www.lassuswherley.com.
ABOUT PEAPACK-GLADSTONE FINANCIAL CORPORATION
Peapack-Gladstone Financial Corporation is a New Jersey bank holding company with total assets of $4.62 billion and assets under management and/or administration of $5.8 billion as of December 31, 2018. Founded in 1921, Peapack-Gladstone Bank is a commercial bank that provides innovative private banking services to businesses, non-profits and consumers, which help them to establish, maintain and expand their legacy. Through Peapack Private Wealth Management, and its private banking locations in Bedminster, Fairfield, Gladstone, Morristown, New Providence, Princeton and Teaneck, and its trust office in Greenville, Delaware, Peapack-Gladstone Bank offers an unparalleled commitment to client service through its private wealth management, commercial private banking, retail private banking and residential lending divisions, along with its online platforms.
About InvestmentNews
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.
The InvestmentNews headquarters are located in New York, with offices in Chicago and Washington D.C. InvestmentNews is part of Bonhill group.
Disclosure:
Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Lassus Wherley is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. No ranking or recognition should be construed as a current or past endorsement of Lassus Wherley by any of its clients. ANY QUESTIONS: Lassus Wherley’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions.
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