Top 10 Women Advisors of 2010

Top 10 Women Financial Advisors

Each year, Barron's ranks the , reflecting not only the volume of assets these women oversee, but also revenues generated and the quality of their practices.We admire the list so much we decided to replicate part of it — with Barron's permission, of course — highlighting the top 10 women to make the list this year. We're also discussing financial matters and the economy with five of these outstanding advisors. You can catch those interviews every day on during the week of Aug. 2.Click ahead to

Each year, Barron's ranks the top female financial advisors, reflecting not only the volume of assets these women oversee, but also revenues generated and the quality of their practices.

We admire the list so much we decided to replicate part of it — with Barron's permission, of course — highlighting the top 10 women to make the list this year. We're also discussing financial matters and the economy with five of these outstanding advisors. You can catch those interviews every day on Squawk on the Street during the week of Aug. 2.

Click ahead to see the women financial advisors who are at the top of their game, and tune in each morning starting at 9am ET to see what some of these dynamic women have to say.

By Constance Parten
Published: 2 Aug., 2010

Source: Barron's

Mary Deatherage

Rank: 10Firm: Morgan Stanley Smith BarneyLocation: Little Falls, N.J.Team Assets: $1.5 billionMary Deatherage was ranked No. 11 on the 2009 Barron's Top 100 Women Financial Advisors list.
Image: Courtesy Photo

Rank: 10
Firm: Morgan Stanley Smith Barney
Location: Little Falls, N.J.
Team Assets: $1.5 billion

Mary Deatherage was ranked No. 11 on the 2009 Barron's Top 100 Women Financial Advisors list.

Source: Barron's

Debbie Jorgensen

Rank: 9Firm: Merrill LynchLocation: San Francisco, Calif.Team Assets: $950 millionDebbie Jorgensen was ranked No. 10 on the 2009 Barron's Top 100 Women Financial Advisors list.
Image: Courtesy Photo

Rank: 9
Firm: Merrill Lynch
Location: San Francisco, Calif.
Team Assets: $950 million

Debbie Jorgensen was ranked No. 10 on the 2009 Barron's Top 100 Women Financial Advisors list.

Source: Barron's

Jeanette Garretty

Rank: 8Firm: Wells FargoLocation: Palo Alto, Calif.Team Assets: $1.1 billionJeanette Garretty was ranked No. 14 on the 2009 Barron's Top 100 Women Financial Advisors list.
Image: Courtesy Photo

Rank: 8
Firm: Wells Fargo
Location: Palo Alto, Calif.
Team Assets: $1.1 billion

Jeanette Garretty was ranked No. 14 on the 2009 Barron's Top 100 Women Financial Advisors list.

Source: Barron's

Jacqueline Willens

Rank: 7Firm: UBS Financial ServicesLocation: New YorkTeam Assets: $850 millionJacqueline Willens was ranked No. 8 on the 2009 Barron's Top 100 Women Financial Advisors list.
Image: Courtesy Photo

Rank: 7
Firm: UBS Financial Services
Location: New York
Team Assets: $850 million

Jacqueline Willens was ranked No. 8 on the 2009 Barron's Top 100 Women Financial Advisors list.

Source: Barron's

Dagny Maidman

Rank: 6Firm: Credit Suisse SecuritiesLocation: San FranciscoTeam Assets: $1.1 billionAnyone wondering just how good Dagny Maidman's market timing is might want to consider this: The day she moved her group's financial-advisory practice from Lehman Brothers to Credit Suisse in 2008 was the very day that Lehman Brothers filed for bankruptcy protection from its creditors."I didn't foresee the bankruptcy, but my clients were very concerned about their assets. Their money was going to leave the firm
Image: Courtesy Photo

Rank: 6
Firm: Credit Suisse Securities
Location: San Francisco
Team Assets: $1.1 billion

Anyone wondering just how good Dagny Maidman's market timing is might want to consider this: The day she moved her group's financial-advisory practice from Lehman Brothers to Credit Suisse in 2008 was the very day that Lehman Brothers filed for bankruptcy protection from its creditors.

"I didn't foresee the bankruptcy, but my clients were very concerned about their assets. Their money was going to leave the firm — they were going to remove it — so the only question was whether I would leave with it," Maidman says today.

Source: Barron's

Susan Kaplan

Rank: 5Firm: Kaplan Financial ServicesLocation: Newton, Mass.Team Assets: $950 millionSusan Kaplan was ranked No. 7 on the 2009 Barron's Top 100 Women Financial Advisors list.
Image: Courtesy Photo

Rank: 5
Firm: Kaplan Financial Services
Location: Newton, Mass.
Team Assets: $950 million

Susan Kaplan was ranked No. 7 on the 2009 Barron's Top 100 Women Financial Advisors list.

Source: Barron's

Lorna Meyer

Rank: 4Firm: Merrill LynchLocation: San FranciscoTeam Assets: $1.7 billionLorna Meyer was ranked No. 6 on the 2009 Barron's Top 100 Women Financial Advisors list.
Image: Courtesy Photo

Rank: 4
Firm: Merrill Lynch
Location: San Francisco
Team Assets: $1.7 billion

Lorna Meyer was ranked No. 6 on the 2009 Barron's Top 100 Women Financial Advisors list.

Source: Barron's

Saly Glassman

Rank: 3Firm: Merrill Lynch Location: Blue Bell, Pa.Team Assets$3.3 billionSaly Glassman was ranked No. 3 on the 2009 Barron's Top 100 Women Financial Advisors list.
Image: Courtesy Photo

Rank: 3
Firm: Merrill Lynch
Location: Blue Bell, Pa.
Team Assets$3.3 billion

Saly Glassman was ranked No. 3 on the 2009 Barron's Top 100 Women Financial Advisors list.

Source: Barron's

Rebecca Rothstein

Rank: 2Firm: Morgan Stanley PWMLocation: Beverly Hills, Calif.Team Assets: $2 billionRebecca Rothstein was ranked No. 1 on the 2009 Barron's Top 100 Women Financial Advisors list.
Image: Courtesy Photo

Rank: 2
Firm: Morgan Stanley PWM
Location: Beverly Hills, Calif.
Team Assets: $2 billion

Rebecca Rothstein was ranked No. 1 on the 2009 Barron's Top 100 Women Financial Advisors list.

Source: Barron's

Ami Forte

Rank: 1Firm: Morgan Stanley Smith BarneyLocation: Palm Harbor, Fla.Team Assets: $1.7 billion Ami Forte thinks of herself as "the voice of calm reason" for her clients, especially in times of turbulence and uncertainty. "My job, in part, is to keep my clients from making emotional decisions," she says. "They have complex lives, and face complex decisions about their finances and related matters." As a result of this approach, Forte says, the financial crisis has only reinforced her ties with clie
Image: Courtesy Photo

Rank: 1
Firm: Morgan Stanley Smith Barney
Location: Palm Harbor, Fla.
Team Assets: $1.7 billion

Ami Forte thinks of herself as "the voice of calm reason" for her clients, especially in times of turbulence and uncertainty. "My job, in part, is to keep my clients from making emotional decisions," she says. "They have complex lives, and face complex decisions about their finances and related matters." As a result of this approach, Forte says, the financial crisis has only reinforced her ties with clients.

Source: Barron's

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