S22 BARRON’S March 16, 2020
2020 2019 Name Firm City (Up to $1 mil) ($1-10 mil) ($10 mil+) Foundations Endowments Institutional ($mil) ($mil) ($mil)
Individuals Net Worth Net Worth Assets Account Net Worth
High Ultrahigh Total Typical Typical
Rank
Customers
D.C.
- Marvin McIntyre Morgan Stanley PWM Washington ••• $3,755 $7.5 $25
- N Donald Irwin J.P. Morgan Washington ••• 12,044 40 75
- Michael O’Neill Morgan Stanley PWM Washington •• 2,062 25 30
- N Joyce Said Ward J.P. Morgan Washington •• 4,121 45 50
- John M. Williams Morgan Stanley PWM Washington ••••• 1,801 20 35
- Brett Anthony Morgan Stanley Wealth Mgmt Washington •••••3,700 10 25
- N James New UBS Financial Services Washington ••• 3,614 15 25
- Michael Freiman Morgan Stanley Wealth Mgmt Washington ••• 1,628 1.25 2.5
- William Finnerty UBS Financial Services Washington •• 999 10 25
- James Wohlgemuth Morgan Stanley PWM Washington •• 768 14 20
- John Reim Morgan Stanley PWM Washington •• 1,260 10 20
- Keith Apton UBS Financial Services Washington •••1,681 6 30
- Tom Rietano MerrillPrivateWealthMgmt Washington •••• 6,318 10 25
- H.L. “Trip” McLaughlin III Morgan Stanley Wealth Mgmt Washington •••••3,850 10 25
- Gregory Marcus UBS Financial Services Washington •• 732 30 50
- Sandra Cunningham UBS Financial Services Washington •••••3,386 10 25
- Frederick Shreves Wells Fargo Advisors Washington ••••••3,100 3 6
- Barry Haffner UBS Financial Services Washington ••• 798 5 11.5
- John McKnight Merrill Lynch Wealth Mgmt Washington ••• 1,477 2 5
- Richard Harris Alex. Brown|Raymond James Washington •••• 2,424 7.5 25
- William Slater MerrillPrivateWealthMgmt Washington •• 1,517 10 15
- Skip Moosher Morgan Stanley Wealth Mgmt Washington ••• 1,013 8 10
- Paul Goree Merrill Lynch Wealth Mgmt Washington ••• 1,468 5.5 9.1
- Hammond Han UBS Financial Services Washington ••••••3,386 5 10
DELAWARE
- Kimberlee Orth Ameriprise Financial Wilmington ••••$2,832 $6.15 $15.5
- Thomas Rice Merrill Lynch Wealth Mgmt Wilmington ••• 1,405 3.5 7
- Michael Koppenhaver Merrill Lynch Wealth Mgmt Dover ••• 737 2 5
- Donald DeWees Sr. Wells Fargo Advisors Greenville •••••1,020 2 4
- Peni Warren Merrill Lynch Wealth Mgmt Dover ••• 684 1.5 2
- N Donald DeWees Jr. Wells Fargo Advisors Greenville •••••1,020 2 4
FLORIDA
- Thomas Moran Moran Wealth Mgmt Naples ••••$3,146 $5 $25
- Louis Chiavacci Merrill Private Wealth Mgmt Coral Gables • 3,593 40 75
- Adam Carlin Morgan Stanley PWM Coral Gables •• 2,942 17.5 25
- Roy Apple J.P. Morgan Securities Palm Beach Gardens ••• 2,336 5 12
- Sean Fetterman UBS Financial Services Boca Raton •••1,899 20 30
- Michael Bober UBS Financial Services Boca Raton •• 2,188 12 25
- Peter Bermont Raymond James Coral Gables •••••2,160 15 30
- Robert Doyle Doyle Wealth Mgmt St. Petersburg ••• 1,007 1.2 4
- Ed Ventrice UBS Financial Services Boca Raton •• 2,188 12 25
- John Elwaw Morgan Stanley Wealth Mgmt Miami ••• 1,523 10 100
- Todd Moll Provenance WA|Raymond James Fort Lauderdale •••••2,900 10 35
- Eric Glasband Merrill Lynch Wealth Mgmt Boca Raton ••• 1,103 4.7 10
- Christopher Aitken UBS Financial Services Ponte Vedra Beach •• 1,490 25 50
- Don d’Adesky Raymond James Boca Raton ••••4,026 5 10
- Robert Edwards EdwardsAssetMgmt Naples ••••••1,245 5 12.5
- 79.N.Y. William King Merrill Lynch Wealth Mgmt Vero Beach ••••• 1,031 8 22
- Margaret Starner Raymond James Coral Gables ••• 1,147 5 7
- Keith Rowling Merrill Lynch Wealth Mgmt Palm Beach ••• 945 8 15
- Richard Altieri Morgan Stanley Wealth Mgmt Boca Raton ••••• 959 5 10
- Janet Franco Gordon Morgan Stanley Wealth Mgmt Coral Gables ••• 872 6.5 15
- Michael McCain Wells Fargo Advisors Naples •• 2,099 10 15
- David Emma HighTower Naples Naples ••• 1,450 7 25
- Jason Stephens UBS Financial Services Naples •• 949 10 20
- Kenneth Burke Merrill Lynch Wealth Mgmt Heathrow ••• 1,424 15 25
- William Merriam III Merrill Lynch Wealth Mgmt Jacksonville ••••••1,040 2 5
- Andrew Schultz Morgan Stanley PWM Miami Beach •• 773 10 20