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. This was the first time Holton and Mercurio made Barron’s top list. Lane, McMullan, and Moss have been honored in past years.
“Congratulations to these amazing advisors on making this prestigious list of the nation’s best women wealth advisors,” said Ryan DeVore, head of William Blair Private Wealth Management. “Their dedication to serving high-net-worth individuals and families by focusing on clients’ success across market cycles and across generations underscores William Blair’s customized investment strategies and service.”
All five advisors are partners of the firm and respected leaders within their communities. 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.