The magazine’s rankings spotlight the nation’s top 100 women financial advisors based on the quality of their practices, assets under management, financial planning, and other services. All three advisors have made the prestigious list in previous years.
“This well-deserved recognition highlights the excellence these advisors deliver to their clients,” said Ryan DeVore, global head of William Blair Private Wealth Management. “The talents of this select group encompass unwavering client commitment, tenured portfolio management, and sophisticated financial planning, hallmarks of William Blair Wealth Management.”
Lane, McMullan, and Moss are partners of the firm and respected civic leaders in the Chicago area. They and their teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients’ charitable activities.