Page 58 - Forbes - USA (March 2020)

FLORIDA 8. Michael J. Merlin 2. Brent Brodeski IOWA 4. Charles Simmons 3. Greg Miller
(NORTHERN) Morgan Stanley Private Savant Capital 1. Bryan Boesen Ameriprise Wellesley Asset Mgmt.
1. Michael Valdes Wealth Mgmt. ROCKFORD Morgan Stanley Financial Services WELLESLEY
Merrill Private ATLANTA $6.3B Wealth Mgmt. METAIRIE $2.6B
Wealth Mgmt. $1.4B 3. Scott Magnesen DES MOINES $1B 4. Debra Brede

TAMPA 9. Wes Moss Morgan Stanley $566M MAINE D.K. Brede Investment
$5.1B Capital Investment Wealth Mgmt. 2. Matt Fryar Mgmt. Company

1. Gibson Wilkes
2. Clarke Lemons Advisors OAK BROOK Wells Fargo Advisors HighTower Advisors NEEDHAM
WaterOak Advisors ATLANTA $3.6B DES MOINES PORTLAND $1B
WINTER PARK $2.5B 4. Kyle Chudom $766M $518M 5. Darlene Murphy
$2B 10 Rick Kent Morgan Stanley 3. Jerry Ask Wellesley Asset Mgmt.
2. Jeremiah Burns
3. Bob Doyle Merit Financial Advisors Wealth Mgmt. Jerry K. Ask Morgan Stanley Private WELLESLEY
Doyle Wealth Mgmt. ALPHARETTA OAK BROOK Investment Services/ Wealth Mgmt. $2.6B
ST. PETERSBURG $2.2B $905M Raymond James PORTLAND 6. Dan Wilson
56 $982M 11. Keith Mericka 5. Benjamin Klein SEAN YU CEDAR RAPIDS $494M Ameriprise
4. Christopher Aitken UBS Private Merrill Lynch $408M 3. Chris Rogers Financial Services
UBS Private Wealth Mgmt. Wealth Mgmt. Pasadena, Calif. 4. Malik Khaliq Raymond James & AUBURNDALE
Wealth Mgmt. ATLANTA NORTHBROOK Morgan Stanley Wells Fargo Advisors Associates $1.6B
PONTE VEDRA BEACH $3.3B $856M Private Wealth DAVENPORT PORTLAND 7. Richard Miller
$773M 6. Ron Stenger Management $277M
S 12. Bert Ponder $730M Ameriprise
R 5. Thomas Ruggie Merrill Private Morgan Stanley “Sometimes you 5. Joshua Denning 4. Todd Doolan Financial Services
O Ruggie Wealth Mgmt. Wealth Mgmt. Wealth Mgmt. have to keep Ameriprise Morgan Stanley WELLESLEY
S TAVARES ATLANTA OAK BROOK a line between Financial Services Wealth Mgmt. $653M
I $652M $1.8B $856M FORT MADISON PORTLAND 8. Thomas
V 13. John Montgomery 7. JR Gondeck professional and $462M Bartholomew
D 6. Manish Mehta UBS Private The Lerner Group personal, and $394M Bartholomew &

A UBS Private Wealth Mgmt. DEERFIELD sometimes you KANSAS 5. Nichole Raftopoulos Company
Wealth Mgmt. need to cross it.” 1. Rick Homuth Nvest Financial Group
H ORLANDO ATLANTA $1.1B Merrill Lynch KENNEBUNK WORCESTER
$2.5B
$810M
8. Rod Loewenthal
L T $817M 14. Donna Joyner UBS Financial Services Wealth Mgmt. $228M 9. Stephen Kelliher
A FLORIDA Merrill Lynch NORTHBROOK 9. Thomas Salvino LEAWOOD MARYLAND Morgan Stanley
E (SOUTHERN) Wealth Mgmt. $818M William Blair & Co. $906M 1. Kent Pearce Wealth Mgmt.
W 1. Thomas Moran ALPHARETTA $1.4B 2. Tom Freeman Merrill Lynch NORWELL
Moran Wealth Mgmt. $934M 9. Tom Kilborn UBS Private Wealth Mgmt. $1.3B
P NAPLES Merrill Lynch INDIANA Wealth Mgmt.
O $3.4B 15. Leslie Lauer Wealth Mgmt. 1. Brian Cooke LEAWOOD TOWSON 10. Jessica Guo
$1.6B
T UBS Private NORTHBROOK $1.6B UBS Financial Services
2. Don d’Adesky Wealth Mgmt. $1B Cooke Financial Group 2. Martin Eby WELLESLEY
S The Americas Group ATLANTA at Noyes 3. Tim L. Werth WMS Partners $425M
10. Rob Siracusano
A ’ of Raymond James $3.3B Wells Fargo Advisors INDIANAPOLIS Raymond James TOWSON
$2B
C BOCA RATON 16. Andy Zager NAPERVILLE Financial Services $2.7B MASSACHUSETTS
(BOSTON AREA)
I $3.2B UBS Financial Services $625M 2. J. Christopher Cooke HAYS 3. Joseph Jacques
R 3. William King ATLANTA Cooke Financial Group $680M 1. Raj Sharma
E Merrill Lynch $712M 11. Steven Porter at Noyes 4. Scott Ferguson Jacques Financial Merrill Private

M Wealth Mgmt. Merrill Lynch INDIANAPOLIS Morgan Stanley ROCKVILLE Wealth Mgmt.
$895M
A VERO BEACH GUAM Wealth Mgmt. $2B Wealth Mgmt. $7B
$976M 1. Daniel Roland NORTHBROOK 3. David Hefty LEAWOOD 4. Barry Garber 2. Peter Princi

Alex. Brown/
4. Jason Stephens Raymond James & $673M Credent Wealth Mgmt./ $980M Raymond James Morgan Stanley
UBS Private Associates 12. Dave Sheppard LPL 5. Philip Verhaeghe BALTIMORE Graystone
Wealth Mgmt. MAITE Merrill Lynch AUBURN Merrill Lynch $2.2B $3.8B
NAPLES $1B Wealth Mgmt. $805M Wealth Mgmt. 3. Brian Strachan

$921M 2. Jason Miyashita DEER PARK 4. Eric Payne LEAWOOD 5. Jeff Leventhal Morgan Stanley Private

5. Todd Battaglia Raymond James & $652M Merrill Lynch $672M HighTower Bethesda Wealth Mgmt.
$1.1B
BETHESDA

MG&A Wealth Associates 13. Michael Schaffer Wealth Mgmt. KENTUCKY $950M
PLANTATION MAITE Wells Fargo Advisors INDIANAPOLIS 1. Travis Musgrave 4. Sean Dillon
$1.7B

$899M $1B LAKE FOREST 6. E. Geoffrey Sella UBS Financial Services
$1.5B 5. Ron Mencias Merrill Lynch SPC Financial/ $1.6B
6. Jeremy Schneider HAWAII Wealth Mgmt. Raymond James
Merrill Lynch
JP Morgan Securities 1. Eric Fujimoto 14. John Hammond III Wealth Mgmt. LEXINGTON ROCKVILLE 5. Devin Condron
PALM BEACH GARDENS Ameriprise Financial Merrill Lynch INDIANAPOLIS $673M $825M Morgan Stanley Private
$1.2B Services Wealth Mgmt. $1.7B 2. Barry Barlow Wealth Mgmt.
HONOLULU NORTHBROOK Merrill Lynch 7. Robert Collins $1.4B
GEORGIA $629M $1B 6. Martin Gregor Collins Investment 6. William Sullivan
1. Rod Westmoreland 15. Benjamin Leshem Merrill Private Wealth Mgmt. Group UBS Private
LOUISVILLE
Merrill Private 2. Peter Backus HLM Capital Wealth Mgmt. $864M BETHESDA Wealth Mgmt.
Wealth Mgmt. Morgan Stanley HIGHLAND PARK INDIANAPOLIS $856M $1.4B
Graystone

ATLANTA HONOLULU $2.5B $1.1B 3. Mitch Settle 8. Ann Marie Etergino 7. Mary Mullin
$5.2B Hilliard Lyons RBC Wealth Mgmt.
$810M ILLINOIS (CHICAGO) OWENSBORO Merrill Lynch
2. James Hansberger 3. Peter Ehrman $638M CHEVY CHASE Wealth Mgmt.
Morgan Stanley Private 1. Raj Bhatia $910M $2.3B
Wealth Mgmt. Morgan Stanley Merrill Private 4. Phil McCauley 9. Larry Boggs 8. Raj Pathak
ATLANTA Wealth Mgmt. Wealth Mgmt. Morgan Stanley Wells Fargo Advisors Morgan Stanley
$2.1B HONOLULU $1.6B Wealth Mgmt. Wealth Mgmt.
$1B LOUISVILLE CUMBERLAND
3. Brian Frank 2. Daniel Fries $1.1B $708M
Morgan Stanley Private 4. Jimmy Bennett Merrill Lynch $989M 10. Gregory Baker 9. Victor Livingstone
Wealth Mgmt. Morgan Stanley Private Wealth Mgmt. 5. Drew Watson Merrill Lynch Morgan Stanley Private
ATLANTA Wealth Mgmt. $982M Ameriprise Wealth Mgmt. Wealth Mgmt.
$2.3B HONOLULU 3. Sharon Oberlander Financial Services $1.3B
$1B OWENSBORO BETHESDA
4. Andy Berg Merrill Lynch $575M $1B 10. Richard F.
Homrich Berg IDAHO Wealth Mgmt. 11. Brad Hill Connolly Jr.
$1B
ATLANTA 1. Brian King LOUISIANA Morgan Stanley Morgan Stanley Private
$6.1B RBC Wealth Mgmt. 4. Mark Thorndyke 1. Curtis Eustis Wealth Mgmt. Wealth Mgmt.
Merrill Lynch
5. Hank McLarty EAGLE Wealth Mgmt. Merrill Lynch EASTON $1.6B
Gratus Capital $614M $1.1B Wealth Mgmt. $1.4B 11. Marcie Behman
ATLANTA 2. Sandra Dalton NEW ORLEANS 12. Jonathan Murray Merrill Private
$1.9B UBS Financial Services 5. Jim Moriarity LOUISE LANE $955M UBS Financial Services Wealth Mgmt.
6. Ron Hughes BOISE Morgan Stanley Private Chicago 2. Rick Frayard HUNT VALLEY $1.5B
Wealth Mgmt.
Merrill Private $593M $1.8B William Blair UBS Financial Services $1.3B 12. Maxwell D. Peckler
Wealth Mgmt. 3. Justin T. Samples LAFAYETTE UBS Financial Services
ATLANTA Ameriprise 6. John Cultra When Lane was $1.9B MASSACHUSETTS $683M
$1B Financial Services William Blair & Co. hired in 1976, she 3. James Spiro 1. Susan Kaplan 13. David Barcomb
7. Buck Wiley III BOISE $3.4B became William Morgan Stanley Kaplan Financial Merrill Lynch
Services

Merrill Private $618M 7. Ted Davis Blair’s first female Wealth Mgmt. NEWTON Wealth Mgmt.
Wealth Mgmt. ILLINOIS Morgan Stanley broker. “It is a NEW ORLEANS $2B $870M
ATLANTA Wealth Mgmt. male-dominated $2B 14. Gary McGuirk
$720M

$2.2B 1. Steve Hefter business, and 2. Chuck Bean Merrill Private
HLM Capital 8. Louise Lane everybody is try- Heritage Financial Wealth Mgmt.
HIGHLAND PARK William Blair & Co. Services $2.1B
$2.5B $1B ing on diversity.” WESTWOOD
$1.5B
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