“Congratulations to Marilyn on this prestigious recognition, which highlights her dedication to exceeding client expectations and delivering personalized guidance to help them achieve their goals,” said Kevin Reed, President of the firm’s Private Client Group. “Her commitment reflects the high standard of excellence shared by advisors across our firm, and I’m proud to support her continued success.”
Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise the bar for industry standards. The formula features three major categories of calculations: 1) assets, 2) revenue, and 3) quality of practice. For this year’s Top 100 Women Advisors ranking, 1,094 advisors submitted data. To learn more, click here.
