This year’s Forbes Top Women Wealth Advisors list spotlights top advisors across the country that were nominated by their firms — and then researched, interviewed and assigned a ranking within their respective states. Six women wealth advisors from Naples made the prestigious list. Basic requirements for Top Women Wealth Advisors includes:¦ 7 years as an advisor¦ Minimum 1 year at current firm, with exceptions (acquisitions, etc.) Unlike other advisor rankings, SHOOK is not a “robo-ranker.” Numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. One Naples area advisor that made the list, Pamela Mitchell, CFP, is a senior vice president of wealth management and financial advisor at Olde Naples Wealth Management.

Source: Forbes June 25, 2020 05:15 UTC