Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Heritage Group - Crunchbase Company Profile & Funding The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. Investment performance is not a criterion. The sale will feature thousands of used books . Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. Explore insights on todays most important investment topics, including green bonds, active management, cybercrime and monetizing small business. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. We take care of each other; Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Investment performance is not a criterion. Gildo Pastor Center 7 rue du Gabian MC 98000 Monaco. Since our founding in 1973, The Heritage Foundation has been working to advance the principles of free enterprise, limited government, individual freedom, traditional American values, and a strong . 5/26/23. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Barrons Top Women Advisors Summit Attendees 2015 Summit. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan. Greenwich Associates 2018 Quality Leader Award. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. TEDxIndianapolis | TED Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2011. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. The Heritage Group - Overview, News & Competitors - ZoomInfo Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Swisher Sand And Gravel. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2017 - Mar 2018. 2019 Forbes Best-In- State Wealth Advisors. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. Nominees must be women retirement plan advisors with their own book of business. Homepage - Heritage Church 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). This ranking is not indicative of the Financial Advisors future performance. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. GSF: 112,000 Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. los inconvenientes que esto te pueda causar. 2016 Barron's Top 30 Institutional Consultants. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. The Heritage Group - HG Ventures Source: PLANADVISER.com, January/February 2019. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. A sub-segment of the questions was used to determine eligibility for the Top 100. This ranking is not indicative of the Financial Advisors future performance. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. 2015 Financial Times 401 Top Retirement Advisors. Who We Are | The Heritage Group This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. 2022 Morgan Stanley Smith Barney LLC. WE ARE INNOVATORS supported by world-class R&D capabilities based at The Center and utilized across our diverse range of businesses. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Working together we can help you to preserve and grow your wealth. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. For more on methodology please go to www.ft.com/reports. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The Heritage Group 6320 Intech Way Indianapolis, IN 46278 (317) 872-6010. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. For more information, see www.SHOOKresearch.com. Terms apply. The Heritage Foundation | Washington D.C. DC - Facebook Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Come explore your potential while you create and innovate, turning big challenges into even bigger opportunities. For more on methodology please go to www.ft.com/reports. Center for Heritage & Society. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Si continas recibiendo este mensaje, infrmanos del problema Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/15 - 6/30/16. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 3/31/23. We also offer a free summer camp and scholarship opportunity open to children of employees. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 - 3/31/21. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Reuters accepts nominations from Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. 2021 Forbes Best-In- State Wealth Advisors. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Investment performance is not a criterion. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high net worth accounts and families to portfolio management and retirement planning. Dr. Elizabeth Mcnany, MD, Family Medicine | Fayetteville, NY | WebMD October 10, 1924 - November 28, 2018 IN THE CARE OF Leppert Mortuaries - Nora Fred M. Fehsenfeld, Decorated World War II Fighter Pilot and Founder of The Heritage Group, Dies at 94. Investment performance is not a criterion. Investment performance is not a criterion. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. fueled by experts in science, business, venture capital, and strategic acquisitions. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2019 - Mar 2020. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2016 Barron's Top 100 Women Financial Advisors. Helping you on key aspects of your business such as ownership, liquidity and developing opportunities. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. working people who are making a real difference. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Heritage, through its politics arm Heritage Action for America, is planning to spend $24 million across eight states: Arizona, Florida, Georgia, Iowa, Michigan, Nevada, Texas and Wisconsin. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. 2013 Financial Times 400 Top Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. This ranking is not indicative of the Financial Advisors future performance. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. August 8 - 9, 2022 NAATBatt International, the trade association for advanced battery technology in North America, will hold its fifth annual, two-day workshop, in-person only, on issues in lithium battery recycling and lifecycle management in Ann Arbor, Michigan. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 - 3/31/23. The award is the product of numerical scores in Greenwich Associates proprietary studies that are generated from the study interviews. The Heritage Group - The Center | U.S. Green Building Council Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. Source: planadviser.com (May 2022) awarded in 2022. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. She is also a member of its board of trustees. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. The Center is a unique meeting space designed to facilitate discoveries and connections. Investment performance is not a criterion. 2022 Forbes Americas Top Wealth Management Teams. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. Coalition Greenwich is a division of CRISIL. This ranking is not indicative of the Financial Advisors future performance. 21 Leave a review Saint Josephs Physicians Family Medicine The Heritage Group 4104 Medical Center Dr, Fayetteville, NY, 13066 1 other location (315) 663-0059 OVERVIEW RATINGS & REVIEWS. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2022 PLANADVISER Retirement Plan Adviser of the Year. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Today, we're a fourth-generation, family-owned and privately held business managing a diverse portfolio of operating. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. Founded in 1930, The Heritage Group is a fourth-generation family-owned business managing a diverse portfolio of more than 30 companies specializing in heavy construction and materials, environmental services and specialty chemicals. 2013 Barron's Top 1,000 Financial Advisors: State-by-State. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. The invitation-only conference was held virtually. 2017 Forbes America's Top Wealth Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Fabulous service and good old fashioned concern for their client in a contemporary business model., I can not say enough about Tyler and the Heritage Group! Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. The Heritage Group | Our purpose is to build a safer, more enriching Source: planadviser.com (May 2014) awarded in 2014. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Investment performance is not a criterion. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Assets under management are as of the end of the second quarter 2015. 2021 Forbes America's Top Women Wealth Advisors. 2018 Forbes Top 1,000 Next Gen Wealth Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. At the core of our company is family: a sense of belonging, responsibility to one another and strong values. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Institution, Government Entity, Foundation or Endowment, 2023 Global Macroeconomic Midyear Outlook, Your Mid-Year Financial Planning Checklist, Planning for Life After Selling a Business, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, 4.75% Annual Percentage Yield Preferred Savings, The Age of AI and Other Trends in Tech and Beyond, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows, Exiting Your Business The Transaction of a Lifetime, Ten Things You Should Know About 529 Education Savings Plans, www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf, https://www.morganstanley.com/disclaimers/mswm-email.html, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. The Heritage Group at Morgan Stanley provides sophisticated wealth management and financial planning to a select group of clients, delivering clear, proactive and personalized solutions. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Si vous continuez voir ce Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron's Top Women Advisors Summit Attendees 2020. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rightwing group pours millions in 'dark money' into US voter Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. About us The Heritage Group started in 1930 with a man, a truck, and a dream. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (November 2022) awarded in 2022. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). I am an active member of the Virginia Peninsula Estate Planning Council and former member of the I'Anson Hoffman American Inn of . Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance.