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Diane Chen, CMFC, has qualified for Waddell & Reed’s annual Circle of Champions conference, recognizing the company’s top financial advisors. This year’s event will be in San Diego, Calif.
The conference is conducted each summer by the asset management and financial planning firm, with selection based on an analysis of investments, insurance and financial planning sales generated by the advisor.
More than 550 advisors qualified for this year’s event, out of Waddell & Reed’s national network of nearly 2,100 financial advisors. Chan will participate in the conference May 12-15. This is the eighth time that Chan has earned the honor.
Chan, 54, has been a professional in the financial services industry for nine years and counsels clients throughout Northern New Mexico on their long-term investment goals. She joined Waddell & Reed in 2003. Chan earned a master’s degree from California State University, Fullerton.
Founded in 1937, Waddell & Reed today has grown to more than 250 registered offices nationwide. The company offers a wide array of investment products and services as well as a variety of insurance products through arrangements with outside insurance companies.
Alison Mercer-Smith, a graduation senior at Los Alamos High School, has been named one of the approximately 560 semifinalists in the 2011 U.S. Presidential Scholars Program. The semifinalists were selected from more than 3,000 candidates on the basis of superior achievements, leadership qualities, personal character and involvement in community and school activities.
Final selection of the scholars will be made by the Commission on Presidential Scholars, a group of eminent citizens appointed by the President, and will be announced in May. The Commission will select one young man and one young woman from each state, the District of Columbia, Puerto Rico and U.S. students living abroad; up to 20 students representing the visual, literary and performing arts; and 15 students at-large.
Scholars will be invited to Washington, D.C. for several days in the second half of June to receive the U.S. Presidential Scholars medallion at a recognition ceremony and to participate in various activities and events held in their honor.