Forbes - USA (2019-06-30)

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JANE LARRIVA ROJAS Morgan Stanley Wealth Management TUCSON, AZ “If you look at the average FA, he’s 58 years old, white, male. Only 15% of FAs out in the field are women,” says Rojas, a Latina and an advisor for 36 years. “That needs to change—because our client demographics and the communi- ties we come from don’t look like that.” Rojas’ $503 million firm, which includes her daughter Selina, serves local business owners involved in U.S.-Mexico cross- border trade.

JOANNE ZHONG UBS Financial Services SAN FRANCISCO A third of Zhong’s $735 million in assets come from Asian tech entrepreneurs, many of whom have chil- dren studying in the U.S. and personal assets in offshore trusts. “I take the messy stuff of becoming wealthy away from them so they can enjoy their wealth,” says Zhong.

OURTNEY LIDDY nancial Services IEGO M OUISE LANE m Blair AGO

ONNA DI IANNI
Lynch Wealth Mgmt
, CO
M

USAN KINGSOLVER n Stanley Private Wealth ORK CITY

ORNA MEYER Private Wealth Mgmt RANCISCO

RLETTE MCMULLAN m Blair AGO M ATHLEEN ROESER n Stanley Wealth Mgmt AGO

NI ABALOS Lynch Wealth Mgmt TON

E DELORENZO
Asset Strategies
EN CITY, NY
M
ARIE MOORE
n Stanley Wealth Mgmt
AS
M
HRISTINE HEIM
Lynch Wealth Mgmt
AM PARK, NJ
M

AIL UTTER argo Advisors MAN, TX M EBORAH DANIELSON son Financial Group EGAS M NA KELLY n Stanley Wealth Mgmt RANCISCO

WEN CAMPBELL Private Wealth Mgmt RANCISCO

SSICA GUO nancial Services SLEY, MA M

58. BETH ROSENWALD RBC Wealth Mgmt BALTIMORE $456M 59. NAZIE SAFFARI MOINI Merrill Lynch Wealth Mgmt BEVERLY HILLS, CA $596M 60. DEBORAH MONTAPERTO Morgan Stanley Private Wealth Mgmt NEW YORK CITY $8.2B 6 1. AUDREE BEGAY Ameriprise Financial Services HOUSTON $546M 62. LINDA MODICO UBS Financial Services NEW YORK CITY $1.9B 63. SUSAN KIM Ameriprise Financial Services VIENNA, VA $543M 64. ANOUCHKA BALOG Morgan Stanley Wealth Mgmt LAGUNA NIGUEL, CA $649M

65. FAITH XENOS Singer Xenos Schechter Sosler Wealth Mgmt CORAL GABLES, FL $1.4B 66. NADINE MILLER Morgan Stanley Wealth Mgmt MIAMI $458M 6 7. THAIS PIOTROWSKI Ameriprise Financial Services BOCA RATON, FL $362M 68. SHERRI STEPHENS Stephens Wealth Mgmt Group/ Raymond James FLINT, MI $517M

72. LAURA WARD First Republic Investment Mgmt SAN FRANCISCO $1.2B 73. ALMA GUIMARIN Morgan Stanley Wealth Mgmt SAN JOSE, CA $782M 74. SHARON SAGER UBS Financial Services NEW YORK CITY $1.1B 75. DANIELLE PRUNIER Merrill Lynch Wealth Mgmt CENTURY CITY, CA $967M 76. KATHLEEN YOUNGERMAN Morgan Stanley Private Wealth Mgmt CHESTERFIELD, MO $322M 7 7. DIANE HART UBS Financial Services PASADENA, CA $456M 78. REBECCA DECESARO First Republic Investment Mgmt PORTLAND, OR $1.4B 79. WENDY HOLMES UBS Financial Services NEW YORK CITY $1.1B 80. REBECCA LERNER Merrill Lynch Wealth Mgmt NEW YORK CITY $798M 8 1. LIZ LOCKWOOD UBS Financial Services HOUSTON $1.8B 82. EMILY BACH Morgan Stanley Wealth Mgmt ORINDA, CA $1.1B 83. RACHEL GOTTLIEB UBS Financial Services NEW YORK CITY $746M 84. JULIA BISHOP Merrill Lynch Wealth Mgmt FLORHAM PARK, NJ $1.7B 85. KATHY GRASMEDER Morgan Stanley Wealth Mgmt GLENS FALLS, NY $1B 86. BARBARA ARCHER HighTower Advisors ST. LOUIS $698M

8 7. JOHANNA WALTERS Merrill Lynch Wealth Mgmt BLUE BELL, PA $5B 88. JENNIFER L. GARCIA Wells Fargo Advisors ENCINO, CA $937M 89. BETSY PAKENAS Morgan Stanley Wealth Mgmt FREDERICK, MD $819M 90. ALYSSA MOEDER Merrill Private Wealth Mgmt NEW YORK CITY $6.2B 9 1. BETH SCANLAN Morgan Stanley Wealth Mgmt SAN FRANCISCO $416M 92. MICHELLE MAYER Merrill Private Wealth Mgmt NAPLES, FL $711M 93. PATRICE CRESCI Team Hewins REDWOOD CITY, CA $1.8B 94. EDYE DE MARCO Merrill Lynch Wealth Mgmt PROVIDENCE $913M 95. KATHY WEBER Morgan Stanley Wealth Mgmt BELLEVUE, WA $534M 96. SUSAN HEUER Merrill Lynch Wealth Mgmt HOUSTON $3.1B 9 7. CHRISTINE ARMSTRONG Morgan Stanley Wealth Mgmt BOSTON $560M 98. KATHLEEN ENTWISTLE UBS Financial Services PARAMUS, NJ $341M 99. THERESA WARD Merrill Private Wealth Mgmt BLOOMINGTON, MN $588M 100 SARA RAJO-MILLER Miracle Mile Advisors LOS ANGELES $1.2B 10 1. RACHEL BARZILAY Merrill Lynch Wealth Mgmt BOCA RATON, FL $886M 102. GIBSON WILKES HighTower Advisors FALMOUTH, ME $518M

103. RONYA COREY Merrill Lynch Wealth Mgmt WASHINGTON, D.C. $715M 104. WANDA AUSTIN Morgan Stanley Wealth Mgmt NEWPORT NEWS, VA $464M 105. KELLIE SHERYAK UBS Financial Services LOUISVILLE, KY $839M 106. ANNUKKA MIKKOLA Merrill Lynch Wealth Mgmt BELLEVUE, WA $661M 10 7. LOUISE ARMOUR JP Morgan Securities PALM BEACH GARDENS, FL $3.2B 108. LISA CHAPMAN UBS Financial Services SEAL BEACH, CA $662M 109. BARBARA BRUSER First Republic Investment Mgmt LOS ANGELES $485M 110. CARRIE COGHILL Coghill Investment Strategies PITTSBURGH $272M

HOLLY HENDRIX
UBS Financial Services
NEW YORK CITY
$1.2B

CARINA DIAMOND
Springside Partners
AKRON, OH
$265M

MARIA COLUCCI
Merrill Lynch Wealth Mgmt
NEW YORK CITY
$751M

DIANE DOOLIN
Morgan Stanley Wealth Mgmt
PASADENA, CA
$531M

SARA SAXE
UBS Financial Services
MENLO PARK, CA
$548M

LISA A. PETRIE
The Petrie Group at Wells
Fargo Advisors
LONG BEACH, CA
$235M

CINDY KATZ MORTON
BOCA RATON, FL
$581M

R. JO KAUFMAN
BOCA RATON, FL
$581M

69. CHRISTI EDWARDS Morgan Stanley Wealth Mgmt NASHVILLE $897M 70. CHRISTINE MCGINLEY UBS Financial Services MOUNT LAUREL, NJ $811M 7 1. AIMEE COGAN Morgan Stanley Wealth Mgmt SARASOTA, FL $903M

Forbes - USA (2019-06-30)

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