Close Close

Industry Spotlight > Women in Wealth

Merrill Lynch Advisors Top Latest Female-Advisors List

Your article was successfully shared with the contacts you provided.

Merrill Lynch Global Wealth Management says that 35 of Barron’s “Top 100 Women Financial Advisors” list are members of the firm (including advisors with Banc of America Investment Services).

Among the top 10 were Saly Glassman of Blue Bell, Pa.; Lorna Meyer of San Francisco; Melissa Harrison of Denver; and Debbie Jorgensen of San Francisco.

Merrill Lynch Global Wealth Management now includes some 16,000 financial advisors and more than $1.1 trillion in client assets.

“Our firm’s impressive standing on the Barron’s Top 100 Women’s Financial Advisor’s List is a testament to the high standard of excellence and dedication to client focus that our financial advisors are committed to, and are known for throughout the industry,” says Lyle LaMothe, head of U.S. Wealth Management. “We congratulate all listed advisors for their work.”

The No. 6-ranked advisor Lorna Meyer was among five advisors featured in the article that accompanies the ranking. Her profile notes: “The real way to add value in times like this isn’t by coming to clients with some new idea for making some more money, but just by being in touch with them more frequently to tell them you are watching what is happening and watching their portfolio.”

The rankings for this annual list were compiled by R.J. Shook, author of the Winner’s Circle books on best practices in the industry. Shook bases rankings on the size of each advisor’s book of business, the level of revenue generated and the quality of service provided. He also examines regulatory records and internal documents and spoke with the advisors’ colleagues and supervisors.

Merrill Lynch Global Wealth Management Women Financial Advisors among Barron’s 2009 Top 100:

Saly Glassman – Blue Bell, PA

Lorna Meyer – San Francisco, CA

Melissa Harrison – Denver, CO

Debbie Jorgensen – San Francisco, CA

Patricia Bell – Short Hills, NJ

Sharon Oberlander – Chicago, IL

Maureen Raihle – Chicago, IL

Cynthia Hewitt – Wilmington, DE

Dodee Crockett – Dallas, TX

Louise Gunderson – New York City, NY

Theresa Ward – Bloomington, MN

Valery Craane – New York City, NY

Janine Craane – New York City, NY

Carol Brandt – Chicago, IL

Betty Cinq-Mars – Portage, MI

Christina Benson Boyd – Wayzata, MN

Alyssa Moeder – New York City, NY

Courtney Moore – New York City, NY

Nan Shertzer – Dallas, TX

Linda Stephans – Chicago, IL

Donna Di Ianni – Aspen, CO

Barbara Bencini – Wayzata, MN

Marie Vanerian – Detroit, MI

Mary Mullin – Boston, MA

Susan Rosenthal – Durham, NC

Holly Wallace – New York City, NY

Darcy Howe – Kansas City, MO

Suzanne Killea – Menlo Park, CA

Hilary Giles – Menlo Park, CA

Eileen DeVries – Grand Rapids, MI

Sybil Sternlieb – Garden City, NY

Laurie Kamhi – New York City, NY

Kathleen Rosfelder – Pepper Pike, OH

Lois Cartwright – Dallas, TX

Judith Chipps – Encino, CA


© 2023 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.