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This $2 Billion Merrill Lynch Iron Woman Left Law To Follow The Money

Michelle Mayer left a lucrative law career to build a practice using her estate planning expertise to help wealthy families optimize and grow their fortunes.

United statesDominican republicMichelle mayerWake forest universityMerrill private wealthTop women wealth advisorsMagnificent sevenTop advisorForbes shookTop wealth managementTop women advisors

This $600 Million Wells Fargo Trio With A Keep It Simple Investment Approach

The senior partners of this Iowa-based team like dividend stocks and tax efficient approaches for its retiree clients.

Amy townsendDerrick youngDebra albertoTeam nameWells fargoAlberto private wealth management groupTeam custodied assetsAlberto private wealth managementCustodied assetsNew yearForbes shookShook researchTop advisorBest wealth management teams

$2 Billion Michigan-Based Stifel Team s Recipe: Rising Dividends, Strong Cash Flow, And No Bond Funds

Alvin Spencer Jr. believes there’s no such thing as getting rich quick, but he advises you can’t be afraid to buy equities.

Michael andersonLos angelesMike andersonAlvin spencer jrJon randallJ clark standishTeam nameCoastal financial strategies groupMerrill lynchWells fargoTeam custodied assetsCoastal financial strategiesJosh glassCustodied assetsCalvin spencerWall street

Methodology: Best-In-State Wealth Management Teams 2024

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of specialists to provide tailored service.

United statesNew yorkSan franciscoResearch summaryStop advisorsTop teamsBest wealth managementTop wealth management teamsBest in state teamsForbes best in state wealth management teamsBest wealth management teamsShook researchForbes shookTop advisorWealth management teamsFinancial advisor

A $6 Billion Ameriprise Team That Trains Its Advisors To Be Leaders

Long Island’s Kuttin Wealth Management s 150-person team is on a mission to spread its best practices nationally.

United statesAaron schenkmanJohn kuttinEvan branfmanJacob dunlapEric szczurowskiAmeriprise financial servicesTeam custodied assetsFinancial servicesTeam nameFederal reserveKuttin wealthCustodied assetsWealth managementSays kuttinForbes shook

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