Barron\'s 03.16.2020

S2 BARRON’S March 16, 2020 Cover Illustration by Hvass&Hannibal ...

March 16, 2020 BARRON’S S3 AMERICA’S TOP 1200 FINANCIAL ADVISORS 2020 Financial advisors are scrambling to react to coronavirus ...

S4 BARRON’S March 16, 2020 AMERICA’S TOP 1200 FINANCIAL ADVISORS 2020 TOPS IN THEIR STATES Tony Smith UBS Financial Services Ala ...

March 16, 2020 BARRON’S S5 Your investments deserve the full story. Numbers tell only half the story. Consider the investment ob ...

S6 BARRON’S March 16, 2020 AMERICA’S TOP 1200 FINANCIAL ADVISORS 2020 Growing up in the Texas Panhandle,Brent Beene often witnes ...

March 16, 2020 BARRON’S S7 Truly rewarding WhilebeingrecognizedbyBarron’sistrulyanhonor,whatwefocusonistheimpactwehave onthelive ...

S8 BARRON’S March 16, 2020 AMERICA’S TOP 1200 FINANCIAL ADVISORS 2020 Ghislain Gouraige, managing directorof the Gouraige Kaplan ...

March 16, 2020 BARRON’S S9 AMERICA’S TOP 1200 FINANCIAL ADVISORS 2020 Judith McGee didn’t waitfor anxious clients to call her wh ...

S10 BARRON’S March 16, 2020 AMERICA’S TOP 1200 FINANCIAL ADVISORS 2020 Flexibility is key in wealth managementfor the ultra- ric ...

March 16, 2020 BARRON’S S11 AMERICA’S TOP 1200 FINANCIAL ADVISORS 2020 Early in her wealth advisory career,Jana Shoulders came f ...

S12 BARRON’S March 16, 2020 AMERICA’S TOP 1200 FINANCIAL ADVISORS 2020 Managing the finances of finance professionals might soun ...

March 16, 2020 BARRON’S S13 AMERICA’S TOP 1200 FINANCIAL ADVISORS 2020 Inna Kelly has carved outa unique and highly suc- cessful ...

S14 BARRON’S March 16, 2020 AMERICA’S TOP 1200 FINANCIAL ADVISORS 2020 When Wally Obermeyer meetswith clients, he can not only o ...

March 16, 2020 BARRON’S S15 AMERICA’S TOP 1200 FINANCIAL ADVISORS 2020 During more than 25 yearsas a financial advisor at Edward ...

S16 BARRON’S March 16, 2020 CERTIFIED PRIVATE WEALTH ADVISOR  CERTIFIED INVESTMENT MANAGEMENT ANALYST  RMA RETIREMENT MANAGEME ...

March 16, 2020 BARRON’S S17 Rankings are based on assets under management, revenue generated foradvisors’firms,andavariety of qu ...

S18 BARRON’S March 16, 2020 2020 2019 Name Firm City (Up to $1 mil) ($1-10 mil) ($10 mil+) Foundations Endowments Institutional ...

March 16, 2020 BARRON’S S19 2020 2019 Name Firm City (Up to $1 mil) ($1-10 mil) ($10 mil+) Foundations Endowments Institutional ...

S20 BARRON’S March 16, 2020 2020 2019 Name Firm City (Up to $1 mil) ($1-10 mil) ($10 mil+) Foundations Endowments Institutional ...

March 16, 2020 BARRON’S S21 2020 2019 Name Firm City (Up to $1 mil) ($1-10 mil) ($10 mil+) Foundations Endowments Institutional ...