She says, “It is an incredible honor to be recognized on the same list as so many amazing women in our industry.”
This is not her first time being recognized by Forbes. In previous years, she has also been named as a Forbes Top Next-Gen Wealth Advisor and Top Women Wealth Advisor.
The seventh annual ranking of Forbes/SHOOK Top Women Wealth Advisors spotlights 1,697 top female advisors across the country. In total, they manage nearly $2.3 trillion in client assets. Advisors were nominated and then researched, interviewed and assigned a ranking within their respective states.
The Top Women Wealth Advisors list is produced independently by Forbes Magazine in collaboration with SHOOK Research, a financial services rating firm. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. There are no fees or other considerations required for nomination.
Ultimately, she credits the honor to the support of her clients and team: “Just as each client’s financial plan is custom and personal, so is their relationship with the adviser they ultimately decide to trust and partner with. While it is my name that appears on the list, this achievement is a direct result of the support I receive from my Advance Capital colleagues and the clients I have the privilege to serve.”
Advance Capital Management as a firm manages more than $4 billion and serves over 5,500 investment advisory clients. For more than 30 years, we have been partnering with people to help achieve their financial goals by providing personalized financial planning and investment management services.
Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Forbes Top Women Wealth Advisor list awarded 2/6/23. No compensation was given for this award.