Merrill Lynch Wealth Management led all financial services firms on Barron’s “America’s Top 100 Women Financial Advisors” list again this year, with 33 in the rankings. This is the sixth year Merrill Lynch Wealth Management has led the list.
Among the top 10, and returning to the list from last year, are Private Wealth Advisors Lorna Meyer of San Francisco at No. 4 and Melissa Corrado Harrison of Denver at No. 9.
“The outstanding showing by our advisors on this Barron’s list is the result of the exceptional client focus that they display each and every day in their practices,” said John Thiel, head of U.S. Wealth Management and the Private Banking and Investment Group, Merrill Lynch Wealth Management. “They demonstrate what the power of the right advisor can mean and we all applaud their achievements.”
Financial Advisor Christina Benson Boyd was featured in a Barron’s article linked to the list – “Rich Advice” – about the value of advisors especially during difficult markets and their aftermaths. “Service is the key to success,” Benson Boyd said. “Taking an interest in clients' lives helps to minimize the amount of stress associated with complex money-related decisions of all kinds.”
The 33 Merrill Lynch Wealth Management Financial Advisors and Private Banking and Investment Group Private Wealth Advisors among Barron’s 2011 Top 100 are:
- Lorna Meyer – Private Wealth Advisor, San Francisco, California.
- Melissa Corrado Harrison – Private Wealth Advisor, Denver, Colorado.
- Debbie Jorgenson – Financial Advisor, San Francisco, California.
- Linda Stephans – Private Wealth Advisor, Chicago, Illinois.
- Kristina Van Liew – Private Wealth Advisor, Chicago, Illinois.
- Valery Craane – Financial Advisor, New York, New York.
- Janine Craane – Financial Advisor, New York, New York.
- Cynthia Hewitt – Financial Advisor, Wilmington, Delaware.
- Sharon Oberlander – Financial Advisor, Chicago, Illinois.
- Dodee Crockett – Financial Advisor, Dallas, Texas.
- Patricia Bell – Financial Advisor, Short Hills, New Jersey.
- Courtney Moore – Private Wealth Advisor, New York, New York.
- Christina Benson Boyd – Financial Advisor, Wayzata, Minnesota.
- Maureen Raihle – Financial Advisor, Chicago, Illinois.
- Lois Cartwright – Financial Advisor, Dallas, Texas.
- Betty Cinq-Mars – Financial Advisor, Kalamazoo, Michigan.
- Susan Heuer – Financial Advisor, Houston, Texas.
- Barbara Bencini – Financial Advisor, Wayzata, Minnesota.
- Marie Benedetti – Financial Advisor, San Francisco, California.
- Theresa Ward – Financial Advisor, Bloomington, Minnesota.
- Carol Brandt – Financial Advisor, Chicago, Illinois.
- Alyssa Moeder – Private Wealth Advisor, New York, New York.
- Courtney Liddy – Private Wealth Advisor, New York, New York.
- Nan Shertzer – Financial Advisor, Dallas, Texas.
- Marie Vanerian – Financial Advisor, Detroit, Michigan.
- Donna Di Ianni – Financial Advisor, Aspen, Colorado.
- Marcie Behman – Financial Advisor, Boston, Massachusetts.
- Judith Werbitt – Financial Advisor, White Plains, New York.
- Hilary Giles – Private Wealth Advisor, Menlo Park, California.
- Suzanne Killea – Private Wealth Advisor, Menlo Park, California.
- Mary Mullin – Financial Advisor, Boston, Massachusetts.
- Kathleen Rosfelder – Financial Advisor, Pepper Pike, Ohio.
- Sybil Sternlieb – Financial Advisor, Garden City, New York.
Barron’s does not receive compensation from financial advisors, participating firms and its affiliates, or the media in exchange for rankings. Barron’s “America’s Top 100 Women Financial Advisors” 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. Less weight is given to assets of institutional clients. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner.
Merrill Lynch Global Wealth Management
Merrill Lynch Global Wealth Management (MLGWM) is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With nearly 15,700 Financial Advisors and more than $1.5 trillion in client balances as of March 31, 2011, it is among the largest businesses of its kind in the world. More than two-thirds of MLGWM relationships are with clients who have a net worth of $1 million or more. Within MLGWM, the Private Banking & Investment Group provides tailored solutions to ultra affluent clients, offering both the intimacy of a boutique and the resources of a premier global financial services company. These clients are served by more than 160 Private Wealth Advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch Global Wealth Management is part of Bank of America Corporation.
Source: Bank of America. Merrill Lynch Global Wealth Management (MLGWM) represents multiple business areas within Bank of America’s wealth and investment management division including Merrill Lynch Wealth Management (North America and International), Merrill Lynch Trust Company, and Private Banking & Investment Group. As of March 31, 2011, MLGWM entities had approximately $1.5 trillion in client balances. Client Balances consists of the following assets of clients held in their MLGWM accounts: assets under management (AUM) of MLGWM entities, client brokerage assets, assets in custody of MLWM entities, loan balances and deposits of MLGWM clients held at Bank of America, N.A. and affiliated banks. This reflects a change in calculation methodology effective March 31, 2011.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individual consumers, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 58 million consumer and small business relationships with approximately 5,800 retail banking offices and approximately 18,000 ATMs and award-winning online banking with 30 million active users. Bank of America is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 4 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations in more than 40 countries. Bank of America Corporation stock (NYSE: BAC) is a component of the Dow Jones Industrial Average and is listed on the New York Stock Exchange.
Merrill Lynch, Pierce, Fenner & Smith Incorporated offers a broad range of brokerage, investment advisory (including financial planning), banking, trust and other financial services and products. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch’s obligations will differ among these services.
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation. Bank of America Merrill Lynch is a marketing name for the Retirement & Philanthropic Services (RPS) businesses of Bank of America Corporation. Banking and fiduciary activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Brokerage services are performed globally by brokerage affiliates of Bank of America Corporation, including MLPF&S. Investment products:
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1.212.236.2272
selena.morris@bankofamerica.com
