Awards & Accreditation

Over the past two decades, Carrie Coghill has been recognized as an outstanding industry voice and leader. Awarded twice as “One of the Top 50 Most Influential Women in Wealth Management” (Wealth Management Magazine), her extensive industry experience acts as the foundation for her team’s award-winning wealth management strategies and services.

CIS Recognition & Awards

  • Best-in-State Wealth Advisors
    Forbes Magazine - 2018

  • America's Top Women Wealth Advisors
    Forbes Magazine - 2017

  • 2017 "FIVE STAR Professional" Wealth Manager
    Pittsburgh Magazine – 2012, 2013, 2014, 2015, 2016, 2017, 2018

  • Fastest Growing Company
    Pittsburgh Business Times – 2014

  • Special Service Award
    Commonwealth Financial Network® - 2014

  • Best New Campaign
    United Way – 2014

  • Top 50 Most Influential Women in Wealth Management
    Wealth Manager Magazine – 2009, 2010

  • 2010 Barron’s Top 1,000 Advisors
    State-by-State Round-Up (28th in Pennsylvania)

    Barron’s Magazine – 2010

  • Business Women First Award 
    Pittsburgh Business Times – 2009, 2016

  • For her distinguished record of service and accomplishment, Robert Morris University honored Carrie with its 2009 Heritage Award

  • Featured in the book The Winner’s Circle IV: Wealth Management Insights from
    America’s Best Financial Advisors

  • Recognized as one of the “Top 50 Women in Business” by the city of
    Pittsburgh and the state of Pennsylvania – 2005

Accreditations

  • Bachelor’s degree from Robert Morris University, majoring in organizational studies and finance

  • CERTIFIED FINANCIAL PLANNER™ practitioner

  • Accredited Investment Fiduciary® professional  

  • Member and past president for the Pittsburgh chapter of the Financial Planning Association (FPA)

Carrie Coghill Recognized as a Leading Financial Advisor by Commonwealth Financial Network®

Carrie Coghill has achieved Commonwealth Leaders status. This distinction recognizes the most successful financial advisors, based on a ranking of annual production among Commonwealth’s network of 1,600 financial advisors. Commonwealth is the nation’s largest, privately held independent broker/dealer and the broker/dealer of choice for Carrie Coghill.

“We are pleased to award Carrie Coghill with this impressive recognition,” said Wayne Bloom, CEO of Commonwealth. “Carrie Coghill is among the most respected financial advisors in our industry and is a trusted partner to the clients she serves. Achieving Leaders status is a testament to her commitment to outstanding customer service and relentless worth ethic.”

 

The 2018 ranking of the Forbes' Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here:  https://www.forbes.com/sites/rjshook/2018/02/15/forbes-best-instate-weal....
1This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners areorganized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. 2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
“Business Women First Award” by Pittsburgh Business Times recognizes women in the Pittsburgh region for their dedication to business growth, professional accomplishments, and community involvement. Individuals were selected from a public pool of nominations and determined by a panel of judges made up of program alumni, who considered business growth, professional accomplishments, and community involvement. This recognition isn't specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any of their accounts. “2010 Top 1,000 Financial Advisors (state-by-state round-up)” awardees were chosen by Barron’s Magazine criteria: assets under management, firm’s revenues and profits, regulatory record, and quality of customer service. FIVE STAR: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,133 Pittsburgh wealth managers were considered for the award; 277 (24 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com. Fastest growing private companies ranked by revenue growth 2011-2013. Information on the list was supplied by individual companies and could not be independently verified by the Pittsburgh Business Times. The ranking of Forbes' Top Wealth Advisors(1) (Top Women Advisors) is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person due-diligence interviews). Shook Research also employs an opinion-based weighting system that prioritizes its preferred "best practices," which include business models, activities, processes, and structure. Overall, 2,723 advisors were considered, and 200 (7.3 percent of candidates) were recognized. For the full methodology(2) that Forbes developed in partnership with SHOOK Research, please visit here. (1) This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. As your specific needs and circumstances may vary, you are encouraged to conduct your own due diligence.(2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.