This is the third year in a row Lane has made Barron's Top Women Financial Advisors list and the second time McMullan was named to the Top 100, underscoring the dedication and financial expertise they and their teams demonstrate in serving clients. The annual ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
"This a great honor for Louise, Carlette, and their teams who are dedicated to putting clients first, helping them grow and manage their wealth through various market cycles," said John Ettelson, president and chief executive officer of William Blair. "The quality of their financial advice, focused on long-term investment strategies while adapting to market volatility, are hallmarks of William Blair's wealth-management services."
The advisors and their teams serve high-net-worth individuals and families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.
Lane and McMullan, both partners of the firm, have a combined 76 years working in the financial services industry and 63 years at William Blair. Earlier this year Lane also was named to Barron's top state advisors list.