Thirteen Merrill Wealth Management Advisors named to 2023 Forbes 'Top Women Wealth Advisors Best-in-State' list
Bank of America and Merrill Lynch Wealth Management are pleased to announce that 13 Chicago-area Merrill Wealth Management Advisors have been named to Forbes' prestigious 2023 “Top Women Wealth Advisors Best-in-State” list.
The annual list recognizes the top women wealth advisors in each state who have a minimum of seven years of experience and a demonstrated commitment to high-quality client service throughout their practices.
The seventh annual ranking of Forbes Top Women Wealth Advisors Best-in-State features 1,697 women collectively managing assets of nearly $2.3 trillion. Forbes' list was compiled in partnership with SHOOK Research, which evaluates advisors through quantitative data such as revenue trends as well as qualitative data including surveys and interviews that explore best practices, service and investment models, and compliance.
Merrill holds the number one position of all firms included on the list, with 384 total advisors recognized for 2023. In Illinois, Sharon Oberlander, a Merrill advisor for more than 40 years, holds the top spot.
Congratulations to the Chicago-area Merrill advisors named to the 2023 Forbes Top Women Wealth Advisors Best-in-State list:
• Sharon Oberlander
• Janette Acton
• Kristine Braun
• Carol Bunch
• Robin Butler
• Ismat Khimani
• Lori Lashaway
• Nancy Loeb
• Megan Noga
• Michelle Place
• Svitlana Sheppard
• Caitlin Sieg
• Molly Vandeveld