Senior Vice President, Financial Advisor
CFP®
Forbes
Forbes Top Women Wealth Advisors Best-In-State (2026)
Awarded 2/4/26 for the time period 9/30/24 to 9/30/25.
Award recipients
Senior Vice President, Financial Advisor
CFP®, CRPC®, CWS®
Senior Vice President, Financial Advisor
CDFA®, J.D.
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
MBA, J.D., ChSNC
Senior Vice President, Financial Advisor
CFP®, ChFC®, AIF ®
Senior Vice President, Financial Advisor
CFP®, CLU®, ChFC
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Team recipients
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Boland Team
Woodbury, MN
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Cardan Team
Denver, CO
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Gibson-Johnson Team
Madison, WI
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Legacy Team
Naples, FL Multiple locations
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MACRO Team
Parsippany, NJ
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Marmon Team
Darien, CT Multiple locations
-
Meehan Team
Itasca, IL
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Rock House Team
Farmington, UT
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Walnut Creek Team
Walnut Creek, CA
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Webb Team
Brentwood, TN Multiple locations