Private Wealth Management

Forbes Names William Blair Advisors to 2019 Best-In-State List

William Blair's Dan Grant, Louise Lane, and Carlette McMullan were named by Forbes magazine to its 2019 Best-In-State wealth advisors list released this month.

They were among the top financial advisors in Illinois recognized by Forbes. The best-in-state rankings are based on data provided by nearly 6,000 top-performing advisors from across the country, evaluating assets under management, industry experience, and best practices.

"This honor recognizes the talented professionals we have at William Blair and the dedication of these wonderful people to the service of their clients," said Ryan DeVore, global head of William Blair's private wealth management team. "The investment expertise of Dan, Louise, Carlette, and their teams continues the long tradition of William Blair advising individuals, families, and businesses for 84 years."

Grant, Lane, McMullan, and their teams serve high-net-worth individuals and families, organizations, and foundations to achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.

All are partners of the firm and have an average tenure of 29 years in the financial industry and 35 years at William Blair.

Forbes 2019 State-by-State Rankings

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