What follows is an alphabetical listing of 50 distinguished women in wealth management. It is not merely a list of who has the most assets under management or who has the highest production numbers. Some, for example, are on this list because of less-tangible contributions they've made to women in the profession, such as serving on committees or mentoring. However, they all have at least one thing in common: they are role models for the next generation of women advisors.
See the image at the end of this piece for a printable version of the list.
--The Editors
Karen Altfest
L.J. Altfest & Co.
New York, NY
www.altfest.com
Sandra L. Atkins
Focus Wealth Management
Middleburg, VA
www.focus-wealth.com
Laurie Bagley
Strategic Wealth Advisors
Scottsdale, AZ
www.Xpertadvice.com
Elaine Bedel
Bedel Financial Consulting
Indianapolis, IN
www.BedelFinancial.com
Patricia C. Brennan
Key Financial
West Chester, PA
www.keyfinancialinc.com
Connie Brezik
Asset Strategies
Casper, WY
www.asset-strategies-inc.com
Janet Briaud
Briaud Financial Planning
Bryan, TX
www.briaud.com
Elissa Buie
Yeske Buie
Vienna, VA
www.yebu.com
Peggy S. Cabaniss
HC Financial Advisors
Lafayette, CA
www.hcfinancial.com
Katherine A. Christoferson
Harold C. Brown & Co.
Buffalo, NY
www.hcb.com
Karen Clark
SunTrust
Nashville, TN
www.suntrust.com
Donna Skeels Cygan
Essential Financial Planning
Albuquerque, NM
www.essentialfinancialplanning.com
Marilyn Capelli Dimitroff
Capelli Financial Services
Bloomfield Hills, MI
www.capellifs.com
Stephanie Enright
Enright Premier Wealth Advisors
Torrance, CA
www.enrightpremier.com
Heather Roulston Ettinger
Fairport Asset Management
Cleveland, OH
www.fairportasset.com
Carol L. Fishburn
Brentwood Advisory Group
Los Angeles, CA
www.BrentwoodAdvisoryGroup.com
Susan Freed
Susan Freed & Associates dba Freed Advisors
Chevy Chase, MD
www.freedmyers.com
Melissa K. Hammel
Hammel Financial Advisory Group
Brentwood, TN
www.hammelfinancial.com
Paula H. Hogan
Hogan Financial Management
Milwaukee, WI
www.hoganfinancial.com
Cheryl R. Holland
Abacus Planning Group
Columbia, SC
www.abacusplanninggroup.com
Jill Hollander
Financial Connections Group
Berkeley, CA
www.financialconnections.com
Patricia P. Houlihan
Houlihan Financial Resource Group
Reston, VA
www.houlihanfinancial.com
Deena Katz
Evensky & Katz
Coral Gables, FL
www.evensky.com
Leslie Jeanne Kelly
American Financial Advisors
Orlando, FL
www.afadvisors.com
Leah Hoffman Langerman
Hoffman and Hock
Phoenix, AZ
www.hoffmanandhock.com
Diahann W. Lassus
Lassus Wherley
New Providence, NJ
www.lassuswherley.com
Grace Y. Lau
PacWest Financial Management
Phoenix, AZ
www.pacwestfn.com
Judith W. Lau
Lau Associates
Wilmington, DE
www.lauassociates.net
Alexandra Lebenthal
Family Wealth Management
New York, NY
www.alexandraandjames.com
Linda Lubitz
Mosaic Financial Partners
San Francisco, CA
www.MosaicFP.com
Mary A. Malgoire
The Family Firm
Bethesda, MD
www.familyfirm.com
Caprice Mallett
Biltmore Wealth Advisers
Phoenix, AZ
www.capricemallettonline.com
Judith A. McGee
McGee Financial Strategies
Portland, OR
www.mcgeenet.com
Carol C.Pankros
CCP Financial Planning Services
Palatine, IL
www.ccpfps.com
Lori R. Price
Price Financial Group
Wilton, CT
www.pricefinancialgroup.com
Sheryl L. Rowling
Rowling, Dold & Associates LLP
San Diego, CA
www.rowling.com
Peggy M.Ruhlin
Budros, Ruhlin & Roe
Columbus, OH
www.b-r-r.com
Tara L. Scottino
Carter Financial Management
Dallas, TX
www.cascfm.com
Judith A. Shine
Shine Investment Advisory Services
Lone Tree, CO
www.shineinvestments.com
Anne B.Shumadine
Signature Financial Management
Norfolk, VA
www.sigfin.com
Susan Spraker
Spraker, Fitzgerald, Tamayo & Moisand
Maitland, FL
www.sprakerfitzgerald.com
Kathleen Stepp
Stepp & Rothwell
Overland Park, KS
www.steppandrothwell.com
Mary Sterk
Sterk Financial Services
Sioux City, IA
www.sterkfinancialservices.com
Susan Stevens
Stevens Portfolio Design LLC
Deerfield, IL
www.gotospd.com
Marita A. Sullivan
JMG Financial Group
Oak Brook, IL
www.jmgfinancial.com
Carolyn P. Taylor
Weatherly Asset Management
Del Mar, CA
www.weatherlyassetmgt.com
Rhona Vogel
Vogel Consulting
Brookfield, WI
www.vogelcg.com
Debra Wetherby
Wetherby Asset Management
San Francisco, CA
www.wetherby.com
Christina Winch
Winch Advisory Services
Appleton, WI
www.winchadvisoryservices.com
Jeanie Wyatt
South Texas Money Management
San Antonio, TX
www.stmmltd.com
Wealth Manager's 50 Most Influential Women in Wealth Management
