IVAN
MgmtN
gmtALONE
MgmtNGHAM
Mgmt
CH
CHETT
WealthLSON
t MgmtCHER
WealthSON
MgmtKATHLEEN
ENTWISTLE
UBS Financial Services
PARAMUS, NJ
Entwistle was a stay-
at-home mom with an
M.B.A. when she real-
ized that most women
were in dire need of
financial advice. The
epiphany came while
teaching an investing
class at her YWCA:
Women complained
of brokers “talking
over their heads.” To-
day she manages $341
million in assets and
still teaches at her lo-
cal library. She notes
that even Millennial
women tend to leave
finances to their male
partners. Her advice:
have “money dates”
with spouses.SHEILA SHAFFER
Janney Montgomery Scott
WASHINGTON, D.C.
The key to Shaffer’s
success? Understand-
ing the financial
demands of life’s big
changes: retirement,
buying a home, pay-
ing for college. “We
sort of know that
you’re going to need
to move to that big-
ger house before you
do,” she says. “We’re
here to solve the math
problems.”193. CAMILLE VALENTINE
UBS Financial Services
BOSTON
$1.1B
194. LILY ENGELHARDT
Morgan Stanley Wealth Mgmt
NEW YORK CITY
$303M
195. FERN SCHWARTZ
Merrill Lynch Wealth Mgmt
PITTSBURGH
$390M
196. RONNIE LAPINSKY SAX
Morgan Stanley Wealth Mgmt
BETHESDA, MD
$288M
19 7. ELIZABETH EVANS
Merrill Lynch Wealth Mgmt
INDIANAPOLIS
$759M
198. BROOKE MAY
Merrill Lynch Wealth Mgmt
INDIANAPOLIS
$759M199. DEBRA ALBERTO
Wells Fargo Advisors
CLIVE, IA
$272M
200. VALERIE DUGAN
Morgan Stanley Wealth Mgmt
HARTFORD, CT
$331M
20 1. SHELLEY
RICHARDSON
UBS Financial Services
LOS GATOS, CA
$772M
202. DANA HANSON
RZH Advisors
STAMFORD, CT
$869M
203. NICOLE PRIMACK
ANDRES
Merrill Private Wealth Mgmt
NEW YORK CITY
$1B
204. JANE LARRIVA ROJAS
Morgan Stanley Wealth Mgmt
TUCSON, AZ
$503M
205. COURTNEY MOORE
Merrill Private Wealth Mgmt
NEW YORK CITY
$1.4B
206. LISA BODINE
Penn Wealth Planning/LPL
Financial
NEW HOPE, PA
$366M
20 7. JOYCE GOLDFARB
Morgan Stanley Wealth Mgmt
WESTPORT, CT
$1.8B
208. DIANE BAIN RIDLEY
Merrill Lynch Wealth Mgmt
PALM BEACH GARDENS, FL
$1.1B
209. DIANNA L. SMITH
Morgan Stanley Wealth Mgmt
LEAWOOD, KS
$948M
210. BARBARA HUDOCK
Hudock Capital Group
WILLIAMSPORT, PA
$505M
2 11. RENEE FOURCADE
UBS Financial Services
LOS ANGELES
$2.3B
212. LISA KENT
Merrill Lynch Wealth Mgmt
PRINCETON, NJ
$508M
213. ANH TRAN
JanHobbs Financial Group/
LPL Financial
ORANGE, CA
$260M214. HELEN ROTHLEIN
Morgan Stanley Wealth Mgmt
NEW YORK CITY
$668M
215. STEFANI BOLLAG
Merrill Lynch Wealth Mgmt
NEW YORK CITY
$1.3B
216. SANDRA DALTON
UBS Financial Services
BOISE, ID
$561M
2 17. SHEILA CROMWELL
Morgan Stanley Wealth Mgmt
PURCHASE, NY
$409M222. SHEILA SHAFFER
Janney Montgomery Scott
WASHINGTON, D.C.
$588M
223. BONNIE RICHARDS
UBS Financial Services
NEW YORK CITY
$377M
224. KATE SWEENEY
Morgan Stanley Wealth Mgmt
NEW BRUNSWICK, NJ
$340M
225. JULIA CARLSON
Financial Freedom Wealth
Mgmt Group/LPL Financial
NEWPORT, OR
$248M
226. PAM SEGAL RHODES
UBS Financial Services
MIAMI
$631M
22 7. JULIE SHECHTMAN
Morgan Stanley Wealth Mgmt
GLENVIEW, IL
$221M
228. MALIA MORALES
Merrill Private Wealth Mgmt
HOUSTON
$2.7B
229. MARY STERK
Sterk Financial Services
DAKOTA DUNES, SD
$320M
230. LORI DAFFRON
UBS Financial Services
SANTA BARBARA, CA
$424M
23 1. NICHOLE RAFTOPOULOS
Nvest Financial Group
KENNEBUNK, ME
$218M
232. ANGELINE NEWMAN
UBS Financial Services
FLORHAM PARK, NJ
$250M
233. SUSAN HARRINGTON
Morgan Stanley Wealth Mgmt
ROCKVILLE, MD
$308M
234. BETH NORMAN
RBC Wealth Mgmt
MADISON, WI
$517M
235. SUSAN BAILEY
UBS Financial Services
SCOTTSDALE, AZ
$230M
236. RUPA JACK
Morgan Stanley Wealth Mgmt
NAPA, CA
$1.5B
23 7. JUDITH L. WERBITT
Merrill Lynch Wealth Mgmt
WHITE PLAINS, NY
$650M238. JULIE KASBERG
UBS Financial Services
SAN ANGELO, TX
$602M
239. LISA QUADRINI
Wells Fargo Advisors
CHARLESTON, SC
$525M
240. DIANE ALECCI
Morgan Stanley Private Wealth
Mgmt
PARAMUS, NJ
$546M
24 1. LYNN BLANCHARD
Morgan Stanley Wealth Mgmt
PARAMUS, NJ
$546M
242. PEG MOORE
Wells Fargo Advisors
ANN ARBOR, MI
$203M
243. JOANNE ZHONG
UBS Financial Services
SAN FRANCISCO
$735M
244. MICHELE DANDREA
Morgan Stanley Wealth Mgmt
MCLEAN, VA
$388M
245. LEE ANN COBURN
Merrill Lynch Wealth Mgmt
WALNUT CREEK, CA
$838M
246. KIM LUU-TU
Ameriprise Financial Services
VIENNA, VA
$398M
24 7. SALLIE BEHNKE
Morgan Stanley Wealth Mgmt
DALLAS
$906M
248. EDEN LOPEZ-ROBLES
JP Morgan Securities
NEW YORK CITY
$3.1B
249. SUSAN FEITELBERG
Morgan Stanley Wealth Mgmt
NEW YORK CITY
$198M
250. GLENDA SCHMIDT
Schmidt Financial Group
KIRKLAND, WA
$384MJUNE 30, 20 19Forbes’ ranking of America’s Top
Women Wealth Advisors, developed
by SHOOK Research, is based on
an algorithm of qualitative and
quantitative data, rating thou-
sands of advisors with at least
seven years’ experience, weighing
factors (learned via telephone and
in-person interviews) like revenue
trends, assets under management,
compliance records, industry
experience and best practices.
AUM as of September 3 0 , 2 018.218. KIM FOGG
Merrill Lynch Wealth Mgmt
INDIANAPOLIS
$696M
219. HEATHER LOCUS
BDF
ITASCA, IL
$4.2B
220. SANDY LIOTTA
Merrill Lynch Wealth Mgmt
TOWSON, MD
$706M
22 1. LAURA LADRIGAN
COBB
Morgan Stanley Wealth Mgmt
SCOTTSDALE, AZ
$581M