EDWARD JOnes
Baytown, Texas
JENNIFER MARCONTELL
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“Before I joined the industry, I went to a financial planner with my husband and it was a really bad experience. He spoke only to my husband—and I was the one who had stock options that I needed to do something with. He never addressed me. After reading about financial advice, I thought it was something I could do. So I decided to launch my business.”
Ameriprise Financial Services
Honolulu, Hawaii
FUNLING TANG
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“Unlike some other industries, wealth
management is very fair with gender equity in pay, because fees are fees—and whether you’re male or female, you can set your own fees when you have your own business.”
UBS Wealth Management
Henderson, Nevada
ILEANA DOMINGUEZ
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“After beating my head against the wall for 10 years, I’ve learned that men keep close relationships with their managers. They go golfing, they tell them what they have going on and so forth. Women expect that if they do a great job they will be recognized and that they should be afforded the opportunities that the men are. If you don’t tell them what you have going on and brag about yourself, it’s out of sight, out of mind. That realization was the biggest change in my career because it taught me how to leverage the firm and show the firm that we can deliver.”
SpringRidge Financial Group
Wyomissing, Pennsylvania
VIRGIL KAHL
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"The median price for a house in Hawaii is really high. So you have to have two incomes to actually buy a house here. Because of those demographics in Hawaii and within our firm and clients, we have slightly more female financial advisors than male advisors."
he wealth managers honored on the fifth
annual Forbes Top Women Wealth Advisors list
have offered exemplary service and prospered in a year of unprecedented challenges. Featured below are 1,000 advisors that have been selected by SHOOK Research after undergoing extensive interviews covering areas such as client service, compliance and investing process.
T
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. READ MORE
Methodology
Illustrations by Michael Hoeweler for Forbes
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