Forbes - USA (2019-06-30)

INNA KELLY Morgan Stanley Wealth Management SAN FRANCISCO “Know your burn rate,” says Kelly, who’s the daughter of professors from Russia and has a big Silicon Valley practice. “Clients get too busy and don’t know how much they actually spend.” Understand- ing that number, she argues, sets the tone for nearly all financial decisions.

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LISA A. PETRIE The Petrie Group at Wells Fargo Advisors LONG BEACH, CA Petrie oversees $235 million in assets but readily admits that most of her time is spent on the nonfinan- cial aspects of her clients’ lives. “We are problem solv- ers,” she says of her three-woman team. When an elderly cli- ent without family members nearby became unable to live unassisted, Pet- rie arranged meal delivery and home healthcare aid and visited each week. “We are here to assist in any area we can. If we don’t have the answer, we will find some- one who does.”

TING O’CONNOR
Merrill Lynch Wealth Mgmt
SAN JOSE, CA
$417M

RHONDA FINBY
Wells Fargo Advisors
LONG BEACH, CA
$350M

12 1. LIZ WEIKES
JP Morgan Securities
NEW YORK CITY
$3.1B

MARY KAY KLUGE
Morgan Stanley Wealth Mgmt
LISLE, IL
$562M

CHRISTY COVALESKY
Wetherby Asset Mgmt
SAN FRANCISCO
$4.9B

KATIE LARSEN
SEWICKLEY, PA
$549M

TERI CONKLIN
UBS Financial Services
NORTHBROOK, IL
$870M

ANNA WINDERBAUM
Morgan Stanley Private Wealth
Mgmt
NEW YORK CITY
$1.6B

12 7. KIT JACKSON
First Republic Investment Mgmt
NEW YORK CITY
$461M

JUDITH CHIPPS
ENCINO, CA
$628M

EILEEN BERMAN
WEST PALM BEACH, FL
$1B

LINDA STEPHANS
Morgan Stanley Graystone
CHICAGO
$4.3B

13 1. KRISTINA VAN LIEW
Morgan Stanley Graystone
CHICAGO
$4.3B

JUDI ABER
PUNTA GORDA, FL
$343M

SHERRY PAUL
NEW YORK CITY
$378M

BARBARA FINDER
Morgan Stanley Wealth Mgmt
CHICAGO
$410M

135. SHERRY VERBURGT UBS Financial Services HOUSTON $876M 136. MITZI MICHAELSON Merrill Lynch Wealth Mgmt BRENTWOOD, TN $386M 13 7. SHIRLEY QUACKENBUSH Merrill Private Wealth Mgmt NEWPORT BEACH, CA $621M 138. CAROL WILSHIRE UBS Financial Services LOS ANGELES $218M 139. KIMBERLY HUNTER Wells Fargo Advisors SANTA ROSA, CA $460M 140. KIM MITCHELL Merrill Lynch Wealth Mgmt PEORIA, IL $1.3B 14 1. ELIZABETH MILLER Merrill Lynch Wealth Mgmt PEORIA, IL $1.3B 142. JENNIFER HARTMANN Morgan Stanley Wealth Mgmt NEW YORK CITY $1.5B 143. PAULA CONNELL UBS Financial Services PADUCAH, KY $839M 144. ROBIN KRASNY Morgan Stanley Wealth Mgmt NEW YORK CITY $699M 145. SUZANNE KILLEA Merrill Private Wealth Mgmt PALO ALTO, CA $1.2B 146. HILARY GILES Merrill Private Wealth Mgmt PALO ALTO, CA $1.2B 14 7. MICHELE B. O’CONNOR Morgan Stanley Wealth Mgmt BOSTON $230M 148. NINA ABELMAN Merrill Lynch Wealth Mgmt BELLEVUE, WA $467M 149. JUDITH LU Miracle Mile Advisors LOS ANGELES $1.2B 150. JAN PICKLE UBS Financial Services AUSTIN, TX $940M

15 1. YLISA SANFORD Ameriprise Financial Services SANTA ROSA, CA $525M 152. NADINE WONG Morgan Stanley Private Wealth Mgmt NEW YORK CITY $526M 153. CORINA DAVIS Merrill Lynch Wealth Mgmt SEATTLE $573M 154. LIZ ANGELONE Merrill Lynch Wealth Mgmt GREENWICH, CT $955M 155. ROBIN M. REICH Merrill Lynch Wealth Mgmt NEW YORK CITY $1.2B 156. STACY FRANCIS Francis Financial NEW YORK CITY $216M 15 7. HANANE LEMLIH Wells Fargo Advisors MCLEAN, VA $1.1B 158. JILL KREMER Merrill Lynch Wealth Mgmt NEW YORK CITY $429M 159. NATALEA SIMMONS Merrill Lynch Wealth Mgmt ST. LOUIS $338M 160. PATRICIA JOHNSON UBS Financial Services LOS ANGELES $363M 16 1. LISA HUGHES Merrill Lynch Wealth Mgmt MENLO PARK, CA $1.5B 162. EMILY VAN HOORICKX UBS Financial Services SAN JOSE, CA $5.9B 163. CHRISTINA CLEVELAND Merrill Lynch Wealth Mgmt BOCA RATON, FL $452M 164. CINDA COLLINS RBC Wealth Mgmt MINNEAPOLIS $425M 165. DENISE ROBERTS Morgan Stanley Wealth Mgmt NEWPORT, RI $430M

166. REBECCA LOYD- FRAZIER Merrill Lynch Wealth Mgmt KINGSPORT, TN $351M 16 7. JANA LISLE PARHAM UBS Financial Services NASHVILLE $355M 168. BARB STEFFEN FINLEY Morgan Stanley Wealth Mgmt MADISON, WI $821M 169. SARA WOHL Merrill Lynch Wealth Mgmt ANN ARBOR, MI $380M

173. GINA BOLVIN BERNARDUCI Bolvin Wealth BOSTON $228M 174. DIANE PADALINO Merrill Private Wealth Mgmt DENVER $1.3B 175. EMILY HILL Morgan Stanley Wealth Mgmt LAWRENCE, KS $493M 176. KALYN WALKER UBS Financial Services SAN DIEGO $824M 17 7. JANET FRANCO GORDON Morgan Stanley Wealth Mgmt CORAL GABLES, FL $911M

178. LISA GUZEK MONTAGNE LGM Wealth Mgmt BLOOMINGTON, MN $325M 179. KATHLEEN SULL Morgan Stanley Wealth WALNUT CREEK, CA $327M 180. MARIE VANERIA Merrill Lynch Wealth M TROY, MI $1.1B 18 1. KATHLEEN E. MA Wells Fargo Advisors CHARLOTTE, NC $4.2B 182. MICHELE LANDA- BROOKER Morgan Stanley Wealth NEW YORK CITY $941M 183. LAURA WELLON UBS Financial Services ATLANTA $1B 184. SHARON CUNNIN Morgan Stanley Wealth NEW YORK CITY $321M 185. NANCY POPOVIC Baird MCLEAN, VA $249M 186. KIMBERLEY HAT Morgan Stanley Private Mgmt NEW YORK CITY $1.8B 18 7. LAURA BELO UBS Financial Services SAN FRANCISCO $644M 188. KRISTIN NICHO First Republic Investment SAN FRANCISCO $529M 189. THEO SCHWABA Morgan Stanley Private Mgmt SAN FRANCISCO $684M 190. MARCIA TILLOTS Wells Fargo Advisors CHARLOTTE, NC $613M 19 1. JOY KENEFICK Wells Fargo Advisors CHARLOTTE, NC $613M 192. CHERIE BOND Morgan Stanley Wealth GLENVIEW, IL $584M

170. LEE COREY Morgan Stanley Wealth Mgmt ALEXANDRIA, VA $709M 17 1. PATRICIA BAUM RBC Wealth Mgmt ANNAPOLIS, MD $1.5B 172. MARA BRALOVE Morgan Stanley Wealth Mgmt BETHESDA, MD $491M

Forbes - USA (2019-06-30)

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