Top 10 Women Wealth Advisors in USA 2019

Top 10 Women Wealth Advisors in USA 2019. The country’s top women advisors manage over $240 Billion in customer assets. The 2019 Top Ladies Wealth Advisors listing spotlights of experience. Nominated by their own companies, each member was investigated, Interviewed and assigned a national position. Each advisor selected by SHOOK Research. They’re selected according to an algorithm of qualitative and qualitative Criteria, such as In-person interviews, Business expertise, Compliance

1. Rebecca Rothstein

  • Wealth Advisor, Merrill Lynch
  • Minimum account size for new business: $2.5M
  • Age: 64
  • Residence: Beverly Hills, California

Rebecca Rothstein concentrated on assisting high-net-worth people, institutions and families pursue their financial goals through wealth management, tax minimization plans and heritage preparation services.

2. Susan Kaplan

  • Wealth Advisor, Kaplan Financial Services
  • Minimum account size for new business: $1M
  • Age: 70
  • Residence: Newton, Massachusetts

Top 5 Most Powerful Women of America 2019

Susan Kaplan’s specialization is investments and portfolio management — which is what she’s famous for in the field. But she’s a financial planner and can an in-depth evaluation of all of the sections of a person’s financial life such as estate planning, retirement analysis, hazard planning, philanthropic gifting and generational preparation for the family.

3. Saly Glassman

  • Wealth Advisor, Merrill Lynch Wealth Management
  • Minimum account size for new business: $5M
  • Residence: Blue Bell, Pennsylvania

Over the past 37 years, Saly has turned into a dominant innovator, speaker, writer, teacher and facilitator for Merrill Lynch, the financial services sector, and the community at large.

4. Debra Wetherby

  • Wealth Advisor, Wetherby Asset Management
  • Minimum account size for new business: $10M
  • Age: 60
  • Residence: San Francisco, California

Top 10 America’s Richest Self-Made Women 2019

During the years, Deb was known for her achievement, being named one of the best 50 Women in Wealth Management. She likes to educate and has spoken on subjects which range from impact investing to this collective power of women helping women.

5. Cheryl Young

  • Wealth Advisor, Morgan Stanley Wealth Management
  • Minimum account size for new business: $1M
  • Age: 45
  • Residence:  Los Gatos, California

As a Certified Financial Advisor and Portfolio Manager, Cheryl provides a comprehensive approach to wealth management, specializes in portfolio management and stock option planning, and loves working with executives, entrepreneurs, engineers and professional athletes in Silicon Valley.

6. Laila Pence

  • Wealth Advisor, Pence Wealth Management
  • Minimum account size for new business: $2M
  • Age: 61
  • Residence: Newport Beach, California

Laila Pence is a Really successful Certified Financial Planner and a fee-based Adviser with LPL Financial. Having served customers since 1980. Laila’s nearly 40 years expertise and her money flow concentrated investing have clearly qualified her as a wealth manager.

7. Elaine Meyers

  • Wealth Advisor, JP Morgan Securities
  • Minimum account size for new business: $10M
  • Age: 47
  • Residence: San Francisco, California

She is a Managing Director and Financial Advisor with J.P. Morgan. She’s a family office design approach to comprehensive wealth management. Addressing the complex financial demands of tech founders, Silicon Valley entrepreneurs, entrepreneurs, and family offices. She’s bringing advice in the regions of diversification of concentrated wealth, tax minimization, estate planning, along with other long-term wealth management plans.

8. Lori Van Dusen

  • Wealth Advisor, LVW Advisors
  • Minimum account size for new business: $2M
  • Age: 58
  • Residence: Pittsford, New York

Top 10 Youngest American Billionaires 2019

Lori Van Dusen, CIMA, Founder and CEO, has been ranked fifth on Barron’s 2018 Top 100 Women Financial Advisors. That is the third season which Barron’s, a major financial business magazine, has rated Ms. Van Dusen one of the country’s top ten women financial advisors. Ms. Van Dusen has also appeared in the publication’s Top 100 Financial Advisors standing twelve occasions.

9. Sonia Attkiss

  • Wealth Advisor, UBS Financial Services
  • Minimum account size for new business: $2M
  • Residence: New York, New York

Sonia Attkiss is an Investment Advisor Representative Operating at UBS Financial Services Inc. in New York, NY and Contains over 21 years of Expertise from the Finance Sector. She’s known for her client-centered approach

10. Louise Gunderson

  • Wealth Advisor, UBS Financial Services
  • Minimum account size for new business: $1M
  • Age: 71
  • Residence: New York, New York

Louise Gunderson has been always recognized nationwide as one of the Top 100 Women Financial Advisors from Barron’s and is among those greatest female advisers at the state of New York.

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