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Exton, PA

Call Us: (610) 458-2495

 

Awards & Recognition

Kim Brumbaugh

  • 2018 CEO Report, Velocity 50 Award
  • 2017 Forbes Magazine, Five Star Wealth Manager
  • 2017 United Way Of Chester County Corporate Partner of the Year
  • 2017/16/15/13/12 Philadelphia Magazine Top Wealth Manager
  • 2017/16/15/14 Lincoln Financial Chairman's Council
  • 2013 Smart CEO Magazine,  Wealth Management Reader's Choice
  • 2012/11 MetLife Chairman's Council 
  • 2011 Smart CEO Brava, Women's Business Achievement Award
  • 2009 Philadelphia Business Journal Women of Distinction Award
  • 2009 March of Dimes Chester County Women of Achievement Award
  • 2008 PA Governor’s Best 50 Women in Business Award
  • 2008 Women of Accomplishment, Women’s Yellow Pages
  • 2007-2010 MetLife President’s Council
  • 2007 Female Business Leader of the Year Award, CCCBI
  • 2004 Advisor Award, Planner with most positive attitude, MetLife

2018 CEO Report, Velocity 50 Award

Criteria are: growth percentages of revenue and employee headcount over three year period and must be located within the Greater Philadelphia Region.


2017 Forbes Magazine, Five Star Wealth Manager

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc


2017 United Way of Chester County Corporate Partner of the Year

For nomination criteria visit www.unitedwaychestercounty.org/2016-2017-corporatepartners


2017/16/15/13/12/11 Philadelphia Magazine Top Wealth Manager

For nomination criteria see www.fivestarprofessional.com

 

2017/16/15/14 Lincoln Financial Chairman’s Council

Criteria are: participates in Lincoln Financial Advisor’s business development programs, Premier Partner status, achieves high level of gross dealer concession (GDC)


2013 Smart CEO Magazine, Wealth Management Reader’s Choice

For nomination criteria see www.smartceo.com/awards-programs

 

2012/11MetLife Chairman’s Council

Criteria are: achieves success in business and high level of GDC

 

2011 Smart CEO Brava, Women’s Business Achievement Award

For nomination criteria see www.smartceo.com/awards-programs/brava

 

2009 Philadelphia Business Journal Women of Distinction Award

For nomination criteria see www.bizjournal.com/philadelphia/nomination/women of distinction


2009 March of Dimes Chester County Women of Achievement Award

Nomination criteria are: outstanding women who have made Chester County a better place in which to live and work;  www.marchofdimes.org

 

2008 PA Governor’s Best 50 Women in Business Award

For nomination criteria see www.upmchealthplan.com/pdf/Newspdf/2008_03_PACED.pdf

 

2008 Women of Accomplishment, Women’s Yellow Pages

For nomination criteria see www.philawyp.com/woa


2006-2010 MetLife President’s Council

Criteria are: achieves success in business and high level of GDC

 

2007 Female Business Leader of the Year Award, CCCBI

Nomination criteria are: woman in a for-profit business, in leadership role of company, have presence in Chester County, influences professional women to improve

 

2004 Advisor Award, Planner with most positive attitude, MetLife

Criteria are: planner that is unselfish and goes extra mile to help clients and peers, influences others to do their best