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.
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
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
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
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