Michelle Marquez Named to Forbes’ List of Top Women Wealth Advisors

This post was originally published on this site

Michelle Marquez, Managing Director of Marquez Private Wealth Management located at 2 North Lake Avenue Suite 910 Pasadena CA, was among the Raymond James-affiliated advisors named to the Forbes list of America’s Top Women Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online March 24, 2021.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20210325005930/en/

Michelle Marquez, Managing Director (Photo: Business Wire)

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.

Michelle Marquez has more than 20 years of experience in the financial services industry. The comprehensive wealth management Michelle provides encompasses a wide range of essential financial matters, including retirement planning, cash management, trust services, philanthropy, estate planning, and private institutional opportunities. As part of her consultative approach, she works closely with her clients’ other professionals, such as their attorneys, accountants, chief financial officers and business managers.

To reach Marquez or the advisors at Marquez Private Wealth Management, more information can be found at www.marquezprivatewealth.com or by calling 800.333.8839.

About Forbes ranking of Top Women Wealth Advisors

Source: SHOOKTM Research, LLC. Data as of 3/10/21. Forbes.com (March 2021)

The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.

About Raymond James & Associates

As of 12/31/2020. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 58 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at raymondjames.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210325005930/en/

Contacts

Media Contact: Dianne Adriatico, (626)658-9610
www.marquezprivatewealth.com

Related Posts