America’s Top-Ranked 100 Women Financial Advisors List 2014

Recently, the Financial Times released its inaugural Top 100 Women Financial Advisers in America list for 2014, developed in collaboration with Ignites Distribution Research, a sister company of the FT.

To be considered for the influential FT 100 female financial advisors in the United States list, Financial Times and Ignites Distribution Research decided that an adviser needed to have at least 10 years experience and $200 million or more in assets under management.  If you’re looking for the best business  websites for CEOs and other and executives of companies.

Candidates were graded on adviser assets under management (AUM), industry certification, asset growth, compliance record, online accessibility, and years of experience.

“We aimed to provide a picture of leading women financial advisers for discerning readers: it is not comprehensive, but as good as one can find,” FT noted.

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Here are America’s best women financial advisors list 2014:

Top Women Financial Advisors in ARIZONA

1. Burroughs, Christina Miller
Company: Russell Associates | City: Phoenix

Top Women Financial Advisors in CALIFORNIA

2. Amendt, Elizabeth
Company: Citi Private Bank | City: Costa Mesa

3. Belo, Laura D.  at UBS Financial Services | City: San Francisco

4. Benedetti, Marie B. at Merrill Lynch Wealth Mgt | City: San Francisco

5. Blodgett, Karen at Aspiriant | City: San Francisco

6. Chong, May C. at Merrill Lynch Wealth Mgt | City: Pasadena

7. Ellison, Jennifer Bingham, at Osborn & Scarborough LLC | City: Redwood City

8. Eusey, Shannon E. Beacon at Pointe Advisors | City: Newport Beach

9. Golden, Anne B. at First Republic Investment Mgt | City: San Francisco

10. Jorgensen, Debbie at Merrill Lynch Wealth Mgt | City: San Francisco

11. Leong, Christine at J.P. Morgan Private Bank | City: San Francisco

12. Littlefield, Janet K. at Atherton Lane Advisers, LLC | City: Menlo Park

13. Michelini, Nikki at Aspiriant | City:  Los Angeles

14. Pence, Laila at LPL Financial Newport Beach

15. Piepenkotter, Monica at Merrill Lynch Private Banking & Investment Group | City: La Jolla

16. Prunier, Danielle at Merrill Lynch Wealth Mgt | City: Los Angeles

17. Rosenau, Pamela at HighTower | City: Los Angeles

18. Rothstein, Rebecca at Merrill Lynch Private Banking & Investment Group | City: Beverly Hills

19. Sievers, Taryn A. at Morgan Stanley | City: Oakland

20. Ward, Laura at First Republic Investment Mgt | City: San Francisco

21 Wetherby, Debra L. at Wetherby Asset Mgt | City: San Francisco

22. Young, Cheryl L. at Morgan Stanley | City: Los Gatos

Top Women Financial Advisors in COLORADO

23. Corrado-Harrison, Melissa at Merrill Lynch Private Banking & Investment Group | City: Denver

24. Dominguez, Wendy J. at Innovest Portfolio Solutions, LLC | City: Denver

Top Women Financial Advisors in CONNECTICUT

25. Adamsen, Susan Nelson at J.P. Morgan Private Bank | City: Greenwich

26. Davis, Laura B. at J.P. Morgan Private Bank | City: Greenwich

27. Hanson, Dana at Relyea Zuckerberg Hanson | City: Stamford

28. Kenworthy, Mary Mattson at UBS Private Wealth Mgt | City: Stamford

29. Perry, Maureen S. at Citi Private Bank | City: Greenwich

NYSE

Top Women Financial Advisors in DELAWARE

30. Hewitt, Cynthia at Merrill Lynch Wealth Mgt | City: Wilmington

Top Women Financial Advisors in DISTRICT OF COLUMBIA

31. Shaffer, Sheila S. at Janney Montgomery Scott LLC | City: Washington

Top Women Financial Advisors in FLORIDA

32. Adams-DiPiero, Kimberly at ProVise Mgt Group, LLC | City: Clearwater

33. Starner, Margaret C.
at Starner Group of Raymond James | City: Coral Gables

34. Xenos, Faith Read
at Singer Xenos Wealth Mgt | City: Coral Gables

Top Women Financial Advisors in GEORGIA

35. Howard, Deborah at Merrill Lynch Wealth Mgt | City: Atlanta

36. Prigge, Brittain
at Balentine | City: Atlanta

Top Women Financial Advisors in ILLINOIS

37. Kuhlman, Stacie B. J.P. Morgan Private Bank | City: Chicago
38. Oberlander, Sharon F. Merrill Lynch Wealth Mgt | City: Chicago
39. Raihle, Maureen Merrill Lynch Private Banking & Investment Group | City: Chicago
40. Roeser, Kathleen Morgan Stanley | City: Chicago
41. Stephans, Linda Merrill Lynch Private Banking & Investment Group | City: Chicago
42 Van Liew, Kristina Merrill Lynch Private Banking & Investment Group | City: Chicago

Top Women Financial Advisors in KANSAS

43. Stepp, Kathy at Stepp & Rothwell, Inc. | City: Overland Park

Top Women Financial Advisors in MARYLAND

44. Baum, Patricia P. RBC Wealth Mgt | City: Annapolis
45. Etergino, Ann Marie RBC Wealth Mgt | City: Chevy Chase
46. Wallace, Christine M. Chevy Chase Trust | City: Bethesda

Top Women Financial Advisors in MASSACHUSETTS

47. Brede, Debra K. D.K. Brede Investment Mgt Company, Inc. | City: Needham
48. Dwyer, Kimberly A. Atlantic Trust Private Wealth Mgt | City: Boston
49. Fisher, Lizabeth P. Atlantic Trust Private Wealth Mgt | City: Boston
50. Kaplan, Susan C. LPL Financial | City: Newton Lower Falls
51. Maregni, Kelly Federal Street Advisors | City: Boston
52. Silver, Jennifer K. Redwood Investments, LLC | City: Newton

Top Women Financial Advisors in MICHIGAN

53. Chen-Zhang, Lynn L. Zhang Financial | City: Portage
54. Sorensen, Rebecca S. UBS Financial Services | City: Birmingham

Top Women Financial Advisors in MINNESOTA

55. Boyd, Christina K. Merrill Lynch Wealth Mgt | City: Wayzata

Top Women Financial Advisors in MISSOURI

56. Compardo, Diane R. The Compardo Team at Moneta Group | City: St. Louis

Top Women Financial Advisors in NEW HAMPSHIRE

57. Shilo, Claudia Ballentine Partners | City: Wolfeboro

Top Women Financial Advisors in NEW JERSEY

58. Deatherage, Mary Morgan Stanley Private Wealth Mgt | City: Little Falls
59. Hakim, Nina UBS Financial Services | City: Westfield

 financial district in New York

Top Women Financial Advisors in NEW YORK

60. Abouzied, Jasmine C. J.P. Morgan Private Bank | City: New York
61. Altfest, Karen C. Altfest Personal Wealth Mgt | City: New York
62. Chrin, Maria L. Circle Wealth Mgt, LLC | City: New York
63. Cooley, Nancy Morgan Stanley Private Wealth Mgt | City: New York
64. DeLorenzo, Lee United Asset Strategies, Inc. | City: Garden City
65. DeMetropolis, Alma JPMorgan Private Bank | City: New York
66. Fuhrmann, Alexandra L. Atlantic Trust Private Wealth Mgt | City: New York
67. Hatchett, Kimberley A. Morgan Stanley Private Wealth Mgt | City: New York
68. Jacquet, Sharon H. J.P. Morgan Private Bank | City: New York
69. Jameson, Cathy A. Silvercrest Asset Mgt Group LLC | City: New York
70. Linden, Josephine Linden Global Strategies | City: New York
71. Liu, Ida Citi Private Bank | City: New York
72. Moeder, Alyssa C. Merrill Lynch Private Banking & Investment Group | City: New York
73. Montaperto, Deborah D. Morgan Stanley Private Wealth Mgt | City: New York
74. Moore, Courtney Merrill Lynch Private Banking & Investment Group | City: New York
75. Mouzakis, Georgia S. Citi Private Bank | City: New York
76. Ozeri, Dalia Morgan Stanley | City: New York
77. Raasch, Barbara J. RCL Advisors, LLC | City: New York
78. Reich, Robin M. Merrill Lynch Wealth Mgt | City: New York
79. Skerl, Diana M. UBS Financial Services | City: New York
80. Sofronas, Susan W. Geller & Company | City: New York
81. Trask, Jessica L. Off it Capital | City: New York
82. Van Dusen, Lori LVW Advisors | City: Pittsford

Top Women Financial Advisors in NORTH CAROLINA

83. Malone, Kathleen E. Wells Fargo Advisors, LLC | City: Charlotte
84. Miles, Pamela P. Wells Fargo Advisors, LLC North | City: Wilkesboro

Top Women Financial Advisors in OHIO

85. Carleton, Christine Truepoint Wealth Counsel | City: Cincinnati
86. Newell, Valerie L. RiverPoint Capital Mgt | City: Cincinnati
87. Ruhlin, Peggy M. Budros, Ruhlin & Roe, Inc. | City: Columbus

Top Women Financial Advisors in  PENNSYLVANIA

88. Brennan, Patricia C. Key Financial, Inc. | City: West Chester

Top Women Financial Advisors in TENNESSEE

89. Venable, Phoebe J. CapWealth Advisors | City: Franklin

Top Women Financial Advisors in TEXAS

90. Habich, Kristen K. JPMorgan Private Bank | City: Houston
91. Heuer, Susan Merrill Lynch Wealth Mgt | City: Houston
92. Hicks, Susan M. J.P. Morgan Private Bank | City: Dallas
93. Lockwood, Elizabeth G. UBS Financial Services | City: Houston
94. Wyatt, Jeanie South Texas Money Mgt, Ltd. | City: San Antonio

Top Women Financial Advisors in VIRGINIA

95. Buie, Elissa at Yeske Buie Vienna
96. Emond, Christine M. at Emond, Berger and Associates / Ameriprise | City: Fairfax
97. Salomon, Dalal Maria at Wells Fargo Advisors Financial Network, LLC | City: Richmond

Top Women Financial Advisors in WASHINGTON

98. Potter, Barbara A. at Laird Norton Wealth Mgt | City: Seattle
99. Zevenbergen, Nancy Ann at Zevenbergen Capital Investments LLC | City: Seattle

Top Women Financial Advisors in WISCONSIN

100. Quade, Marian S. at Madison Investment Advisors | City: Madison

Dr. Amarendra Bhushan Dhiraj

Dr. Amarendra Bhushan DhirajVerified account

CEO and editorial director at CEOWORLD Magazine
Dr. Amarendra Bhushan Dhiraj is the CEO and editorial director at CEOWORLD magazine, the leading global business magazine written strictly for CEOs, CFOs, top managers, company directors, investors, senior executives, business leaders, high net worth individuals, and the most globally powerful men and women.
Dr. Amarendra Bhushan Dhiraj

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