FORBES.COM MARCH 20 20FLORIDA
(NORTHERN)- Michael Valdes
Merrill Private
Wealth Mgmt.
TAMPA
$5.1B - Clarke Lemons
WaterOak Advisors
WINTER PARK
$2B - Bob Doyle
Doyle Wealth Mgmt.
ST. PETERSBURG
$982M - Christopher Aitken
UBS Private
Wealth Mgmt.
PONTE VEDRA BEACH
$773M - Thomas Ruggie
Ruggie Wealth Mgmt.
TAVARES
$652M - Manish Mehta
UBS Private
Wealth Mgmt.
ORLANDO
$817M
FLORIDA
(SOUTHERN) - Thomas Moran
Moran Wealth Mgmt.
NAPLES
$3.4B - Don d’Adesky
The Americas Group
of Raymond James
BOCA RATON
$3.2B - William King
Merrill Lynch
Wealth Mgmt.
VERO BEACH
$976M - Jason Stephens
UBS Private
Wealth Mgmt.
NAPLES
$921M - Todd Batt aglia
MG&A Wealth
PLANTATION
$899M - Jeremy Schneider
JP Morgan Securities
PALM BEACH GARDENS
$1.2B
GEORGIA - Rod Westmoreland
Merrill Private
Wealth Mgmt.
ATLANTA
$5.2B - James Hansberger
Morgan Stanley Private
Wealth Mgmt.
ATLANTA
$2.1B - Brian Frank
Morgan Stanley Private
Wealth Mgmt.
ATLANTA
$2.3B - Andy Berg
Homrich Berg
ATLANTA
$6.1B - Hank McLarty
Gratus Capital
ATLANTA
$1.9B - Ron Hughes
Merrill Private
Wealth Mgmt.
ATLANTA
$1B - Buck Wiley III
Merrill Private
Wealth Mgmt.
ATLANTA
$2.2B - Michael J. Merlin
Morgan Stanley Private
Wealth Mgmt.
ATLANTA
$1.4B - Wes Moss
Capital Investment
Advisors
ATLANTA
$2.5B
10 Rick Kent
Merit Financial Advisors
ALPHARETTA
$2.2B - Keith Mericka
UBS Private
Wealth Mgmt.
ATLANTA
$3.3B - Bert Ponder
Merrill Private
Wealth Mgmt.
ATLANTA
$1.8B - John Montgomery
UBS Private
Wealth Mgmt.
ATLANTA
$810M - Donna Joyner
Merrill Lynch
Wealth Mgmt.
ALPHARETTA
$934M - Leslie Lauer
UBS Private
Wealth Mgmt.
ATLANTA
$3.3B - Andy Zager
UBS Financial Services
ATLANTA
$712M
GUAM - Daniel Roland
Raymond James &
Associates
MAITE
$1B - Jason Miyashita
Raymond James &
Associates
MAITE
$1B
HAWAII - Eric Fujimoto
Ameriprise Financial
Services
HONOLULU
$629M - Peter Backus
Morgan Stanley
Graystone
HONOLULU
$810M - Peter Ehrman
Morgan Stanley
Wealth Mgmt.
HONOLULU
$1B - Jimmy Bennett
Morgan Stanley Private
Wealth Mgmt.
HONOLULU
$1B
IDAHO - Brian King
RBC Wealth Mgmt.
EAGLE
$614M - Sandra Dalton
UBS Financial Services
BOISE
$593M - Justin T. Samples
Ameriprise
Financial Services
BOISE
$618M
ILLINOIS - Steve Heft er
HLM Capital
HIGHLAND PARK
$2.5B - Brent Brodeski
Savant Capital
ROCKFORD
$6.3B - Scott Magnesen
Morgan Stanley
Wealth Mgmt.
OAK BROOK
$3.6B - Kyle Chudom
Morgan Stanley
Wealth Mgmt.
OAK BROOK
$905M - Benjamin Klein
Merrill Lynch
Wealth Mgmt.
NORTHBROOK
$856M - Ron Stenger
Morgan Stanley
Wealth Mgmt.
OAK BROOK
$856M - JR Gondeck
The Lerner Group
DEERFIELD
$1.1B - Rod Loewenthal
UBS Financial Services
NORTHBROOK
$818M - Tom Kilborn
Merrill Lynch
Wealth Mgmt.
NORTHBROOK
$1B - Rob Siracusano
Wells Fargo Advisors
NAPERVILLE
$625M - Steven Porter
Merrill Lynch
Wealth Mgmt.
NORTHBROOK
$673M - Dave Sheppard
Merrill Lynch
Wealth Mgmt.
DEER PARK
$652M - Michael Schaff er
Wells Fargo Advisors
LAKE FOREST
$1.5B - John Hammond III
Merrill Lynch
Wealth Mgmt.
NORTHBROOK
$1B - Benjamin Leshem
HLM Capital
HIGHLAND PARK
$2.5B
ILLINOIS (CHICAGO) - Raj Bhatia
Merrill Private
Wealth Mgmt.
$1.6B - Daniel Fries
Merrill Lynch
Wealth Mgmt.
$982M - Sharon Oberlander
Merrill Lynch
Wealth Mgmt.
$1B - Mark Thorndyke
Merrill Lynch
Wealth Mgmt.
$1.1B - Jim Moriarity
Morgan Stanley Private
Wealth Mgmt.
$1.8B - John Cultra
William Blair & Co.
$3.4B - Ted Davis
Morgan Stanley
Wealth Mgmt.
$720M - Louise Lane
William Blair & Co.
$1B - Thomas Salvino
William Blair & Co.
$1.4B
INDIANA - Brian Cooke
Cooke Financial Group
at Noyes
INDIANAPOLIS
$2B - J. Christopher Cooke
Cooke Financial Group
at Noyes
INDIANAPOLIS
$2B - David Heft y
Credent Wealth Mgmt./
LPL
AUBURN
$805M - Eric Payne
Merrill Lynch
Wealth Mgmt.
INDIANAPOLIS
$1.7B - Ron Mencias
Merrill Lynch
Wealth Mgmt.
INDIANAPOLIS
$1.7B - Martin Gregor
Merrill Private
Wealth Mgmt.
INDIANAPOLIS
$1.1B
IOWA- Bryan Boesen
Morgan Stanley
Wealth Mgmt.
DES MOINES
$566M - Matt Fryar
Wells Fargo Advisors
DES MOINES
$766M - Jerry Ask
Jerry K. Ask
Investment Services/
Raymond James
CEDAR RAPIDS
$408M - Malik Khaliq
Wells Fargo Advisors
DAVENPORT
$277M - Joshua Denning
Ameriprise
Financial Services
FORT MADISON
$462M
KANSAS - Rick Homuth
Merrill Lynch
Wealth Mgmt.
LEAWOOD
$906M - Tom Freeman
UBS Private
Wealth Mgmt.
LEAWOOD
$1.6B - Tim L. Werth
Raymond James
Financial Services
HAYS
$680M - Scott Ferguson
Morgan Stanley
Wealth Mgmt.
LEAWOOD
$980M - Philip Verhaeghe
Merrill Lynch
Wealth Mgmt.
LEAWOOD
$672M
KENTUCKY - Travis Musgrave
Merrill Lynch
Wealth Mgmt.
LEXINGTON
$673M - Barry Barlow
Merrill Lynch
Wealth Mgmt.
LOUISVILLE
$864M - Mitch Sett le
Hilliard Lyons
OWENSBORO
$638M - Phil McCauley
Morgan Stanley
Wealth Mgmt.
LOUISVILLE
$989M - Drew Watson
Ameriprise
Financial Services
OWENSBORO
$575M
LOUISIANA - Curtis Eustis
Merrill Lynch
Wealth Mgmt.
NEW ORLEANS
$955M - Rick Frayard
UBS Financial Services
LAFAYETTE
$1.9B - James Spiro
Morgan Stanley
Wealth Mgmt.
NEW ORLEANS
$2B - Charles Simmons
Ameriprise
Financial Services
METAIRIE
$1B
MAINE - Gibson Wilkes
HighTower Advisors
PORTLAND
$518M - Jeremiah Burns
Morgan Stanley Private
Wealth Mgmt.
PORTLAND
$494M - Chris Rogers
Raymond James &
Associates
PORTLAND
$730M - Todd Doolan
Morgan Stanley
Wealth Mgmt.
PORTLAND
$394M - Nichole Raft opoulos
Nvest Financial Group
KENNEBUNK
$228M
MARYLAND - Kent Pearce
Merrill Lynch
Wealth Mgmt.
TOWSON
$1.6B - Martin Eby
WMS Partners
TOWSON
$2.7B - Joseph Jacques
Jacques Financial
ROCKVILLE
$895M - Barry Garber
Alex. Brown/
Raymond James
BALTIMORE
$2.2B - Jeff Leventhal
HighTower Bethesda
BETHESDA
$950M - E. Geoff rey Sella
SPC Financial/
Raymond James
ROCKVILLE
$825M - Robert Collins
Collins Investment
Group
BETHESDA
$856M - Ann Marie Etergino
RBC Wealth Mgmt.
CHEVY CHASE
$910M - Larry Boggs
Wells Fargo Advisors
CUMBERLAND
$1.1B - Gregory Baker
Merrill Lynch
Wealth Mgmt.
BETHESDA
$1B - Brad Hill
Morgan Stanley
Wealth Mgmt.
EASTON
$1.4B - Jonathan Murray
UBS Financial Services
HUNT VALLEY
$1.3B
MASSACHUSETTS - Susan Kaplan
Kaplan Financial
Services
NEWTON
$2B - Chuck Bean
Heritage Financial
Services
WESTWOOD
$1.5B - Greg Miller
Wellesley Asset Mgmt.
WELLESLEY
$2.6B - Debra Brede
D.K. Brede Investment
Mgmt. Company
NEEDHAM
$1B - Darlene Murphy
Wellesley Asset Mgmt.
WELLESLEY
$2.6B - Dan Wilson
Ameriprise
Financial Services
AUBURNDALE
$1.6B - Richard Miller
Ameriprise
Financial Services
WELLESLEY
$653M - Thomas
Bartholomew
Bartholomew &
Company
WORCESTER
$2.5B - Stephen Kelliher
Morgan Stanley
Wealth Mgmt.
NORWELL
$1.3B - Jessica Guo
UBS Financial Services
WELLESLEY
$425M
MASSACHUSETTS
(BOSTON AREA) - Raj Sharma
Merrill Private
Wealth Mgmt.
$7B - Peter Princi
Morgan Stanley
Graystone
$3.8B - Brian Strachan
Morgan Stanley Private
Wealth Mgmt.
$1.1B - Sean Dillon
UBS Financial Services
$1.6B - Devin Condron
Morgan Stanley Private
Wealth Mgmt.
$1.4B - William Sullivan
UBS Private
Wealth Mgmt.
$1.4B - Mary Mullin
Merrill Lynch
Wealth Mgmt.
$2.3B - Raj Pathak
Morgan Stanley
Wealth Mgmt.
$708M - Victor Livingstone
Morgan Stanley Private
Wealth Mgmt.
$1.3B - Richard F.
Connolly Jr.
Morgan Stanley Private
Wealth Mgmt.
$1.6B - Marcie Behman
Merrill Private
Wealth Mgmt.
$1.5B - Maxwell D. Peckler
UBS Financial Services
$683M - David Barcomb
Merrill Lynch
Wealth Mgmt.
$870M - Gary McGuirk
Merrill Private
Wealth Mgmt.
$2.1B
AMERI
CA’
STOPWEALTHADVI
SORS56
SEAN YU
Pasadena, Calif.
Morgan Stanley
Private Wealth
Management
“Sometimes you
have to keep
a line between
professional and
personal, and
sometimes you
need to cross it.”
LOUISE LANE
Chicago
William Blair
When Lane was
hired in 1976, she
became William
Blair’s fi rst female
broker. “It is a
male-dominated
business, and
everybody is try-
ing on diversity.”