Leadership | Success | Drive | Mentorship | Philanthropy
InvestmentNews is honoring female financial advisers and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their leadership, passion, creativity and willingness to help other women along the way.
Executive chairwoman, Advisor Group Inc.
Managing director, United Capital
Managing director and head, BlackRock Inc.’s RIA and sub-advised businesses
President and CEO, Francis Financial Inc.
Chief operating officer, Pershing
Managing director, TIAA Global Asset Management
Associate professor/Texas Tech University, Chairman/Evensky & Katz / Foldes Financial Wealth Management
Partner and wealth manager, Pinnacle Advisory Group Inc.
Principal, financial adviser talent acquisition, Edward Jones
President, Life Planning Partners Inc.
Co-founder and managing principal, Hemington Wealth Management
Senior vice president and financial adviser, Morgan Stanley
CEO, Budros, Ruhlin & Roe Inc.
Managing member, Schaeffer Financial
Principal, Sharkey Howes & Javer
President and private wealth adviser, Smith & Associates, Ameriprise Financial Services
Managing director, financial planning, Starner Group of Raymond James
Head of wealth management diversity and inclusion, Morgan Stanley
President and CEO, Insured Retirement Institute
Chair and Director/The American College State Farm Center for Women and Financial Services , Founder and Managing Partner/Ascension Wealth Management