MORRISTOWN, NJ, March 14, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that Financial Advisor, James E. Dy, has been recognized as a 2024 Leaders in Finance honoree by NJBIZ. The award celebrates New Jersey’s financial executives at all levels who contribute to the success of their companies, communities, and the wider industry.
Dy is a partner at Main Street Wealth Management based out of Bedminster, NJ. With more than 25 years of experience, he specializes in working with physicians, retirees, executives, and business owners, in the key areas of estate conservation, investment management, business succession and executive compensation.
Dy is one of 43 honorees recognized by NJBIZ as leaders in the industry. This year’s award list is comprised of candidates from various financial sectors including banking, corporate, investment, and other professional fields. Following an open nomination phase, recipients were selected by a group of independent judges based on nominees’ contributions to their respective sectors and communities, alongside their professional accomplishments.
Anne Mortera, Director of Advisor Growth and Engagement at Private Advisor Group, said, “It’s no surprise that Jimmy has received this recognition. He truly stands out as an exemplary figure through his consistently exceptional service, and commitment to his firm’s success. Congratulations, Jimmy, on this well-deserved honor.”
A ceremony celebrating this year’s honorees will take place on April 184. Read more about the 2024 NJBIZ Leaders in Finance award and see the full list of honorees by visiting NJBIZ.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $28.5 billion in assets under management as of June 30, 2023, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2019.
*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.
