By Rebalance, Oct. 08, 2025

Rebalance is excited to announce that our very own Christie Whitney, CFP^®, Vice President of Wealth Management and Director of Planning was recently named a $100M Club: Top Female Advisor 2025 winner by Investment News. This prestigious recognition honors exceptional women in financial advising who demonstrate professional excellence, industry leadership, and a strong commitment to their clients’ financial success.

This award involved a rigorous application review and selection process of hundreds of female advisors throughout the U.S., highlighting those who are making a meaningful impact in the financial services industry.

As described by Investment News, “Together, the $100M Club Award represents a cohort of female advisors transforming the landscape of wealth management with their qualities, achievements, and forward-thinking strategies. They are setting new standards for client service, leadership, and innovation.” This recognition underscores the vital role women play in shaping the future of wealth management and inspiring the next generation of financial professionals.

During the application process for this award, both quantitative and qualitative data were taken into account, including an advisor’s assets under management, number of clients, new clients gained over the past year, and ability to connect with clients. Christie’s dedication to creating personalized, thoughtful strategies for her clients stood out as a key factor in her selection.

To read the article in its entirety and to see the full list of award winners, please visit: https://www.investmentnews.com/best-in-wealth/100m-club-top-female-advisors-2025/261793

We are incredibly proud of Christie for receiving this honor, which reflects her hard work, expertise, and unwavering commitment to her clients. Her achievement is a testament not only to her individual excellence, but also to our firm’s culture of client-centered service and collaboration.

Congratulations, Christie!