Congratulations to Jerry Cicalese for finishing as one of NAPA’s 2023 100 Top DC Wholesalers, as selected by the nation’s leading retirement plan advisors.
NAPA has traditionally referred to the Top DC Wholesalers as “Wingmen” because if they are doing their job, they have advisors’ backs – and while that’s certainly an apt description for the traditional role, the most successful wholesalers do more. They are true partners, often working side-by-side with advisors – and so they now acknowledge that expanded role with an enhanced name: Advisor Allies.
Nominations for the list are provided by NAPA DCIO and Recordkeeping Firm Partners. Finalists are ranked according to votes received by retirement plan advisors.
View the full list here.