Choreo, LLC has announced that Kimberly Hillyard CFP was named a top woman advisor by Forbes, ranking her No. 2 on its Top Women Advisors Best-in-State list for Iowa. Ms. Hillyard was also recognized as a top wealth advisor for the state, coming in at No. 17.
“We are delighted but not at all surprised that Forbes has taken notice of Kimberly’s professional excellence and the mark she has made in her community,” said Larry Miles, Choreo’s CEO, in a news release. “Thanks to her expertise, passion for client service and financial planning acumen, she embodies the best of what Choreo, not to mention the broader financial services industry, has to offer. On behalf of the entire Choreo team, I congratulate her on this prestigious honor and look forward to her earning many more recognitions like this in the years to come.”
Based in Choreo’s Cedar Rapids, Iowa, office, Ms. Hillyard has two decades of wealth management experience and serves as a managing director, wealth management, for the company.
Forbes, in conjunction with SHOOK Research, has produced its Top Women Wealth Advisors Best-in-State list for eight years. The 2024 list featured women managing more than $2.8 trillion in assets cumulatively. Every advisor on the list has at least seven years of experience. The rankings are based on an algorithm of qualitative data, not portfolio performance, according to the release.
“It is an honor to be among this impressive list of women advisors from across the country. I became a wealth advisor because I wanted to help people achieve their financial goals. Few things in life are more rewarding than being a part of a client’s successful journey toward reaching all the goals they have set for themselves,” Ms. Hillyard said in the release.
In addition to Forbes, Ms. Hillyard’s accolades include being a named a 2024 Top 250 Most Influential Business Leader by the Corridor Business Journal, a 2017 Forty under 40 honoree by the Corridor Business Journal, a 2017 Outstanding Adult Volunteer finalist for the United Way of Eastern Central Iowa and a 2016 Women of Achievement in Leadership honoree by Waypoint Services.
