Forbes released its 2022 Top Women Wealth Advisors Best-In-State list, which ranks a select group of individuals with a minimum of seven years of industry experience. Rankings are based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisers and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices.
Forty-four from New Jersey were named to this year’s list, developed by SHOOK Research from in-person and telephone due diligence meetings, representing seven firms including Morgan Stanley Private Wealth Management, Merrill Lynch Wealth Management, UBS Wealth Management, J.P. Morgan Wealth Management, RBC Wealth Management, Ameriprise Financial Services and Wells Fargo Advisors.
Lori Rabinowitz, senior vice president, and Elizabeth Camp, senior vice president, financial advisers, of the Green Jade Group at Morgan Stanley in the firm’s Florham Park Wealth Management Office, were two who were named to Forbes’ list.
“I am pleased that Lori and Liz are representing Morgan Stanley,” said David Fritz,
complex manager of Morgan Stanley’s Florham Park office. “To be named to this list recognizes the experience, professionalism and dedication to the needs of their valued clients.”
The complete listing of Forbes Magazine’s list of Top Women Wealth Advisors Best-In-State for 2022 can be found here.
This year’s New Jersey Top Women Wealth Advisors Best-In-State are as follows:
- Mary Deatherage, Morgan Stanley Private Wealth Management, Little Falls;
- Patricia Bell, Merrill Lynch Wealth Management, Short Hills;
- Christine McGinley, UBS Wealth Management, Mount Laurel;
- Julia Bishop, Merrill Lynch Wealth Management, Florham Park;
- Mary Beckett, Merrill Lynch Wealth Management, Mount Laurel;
- Christine Heim, Merrill Lynch Wealth Management, Florham Park;
- Angeline Newman, UBS Private Wealth Management, Florham Park;
- Lisa Kent, Merrill Lynch Wealth Management, Princeton;
- Kathy Entwistle, Morgan Stanley Private Wealth Management, Paramus;
- Mary Guza, Morgan Stanley Wealth Management, Florham Park;
- Kate Sweeney, Morgan Stanley Wealth Management, New Brunswick;
- Heather Meade, UBS Wealth Management, Red Bank;
- Susan Gnall, Morgan Stanley Wealth Management, Morristown;
- Ariel Jacobs, Merrill Lynch Wealth Management, Fort Lee;
- Lisa Morrison, Merrill Lynch Wealth Management, Bridgewater;
- Rachel Zhang; Morgan Stanley Wealth Management, Lawrenceville;
- Lori Sackler, Morgan Stanley Wealth Management, Paramus;
- Nancy Bernstein; Morgan Stanley Wealth Management, Warren;
- Diane Alecci, Morgan Stanley Wealth Management, Paramus;
- Lynn Blanchard, Morgan Stanley Wealth Management, Paramus;
- Chitra Arora, J.P. Morgan Wealth Management, Monmouth Junction;
- Laura Weiss, UBS Wealth Management, Florham Park;
- Claudine Callison-Siero; Morgan Stanley Wealth Management, Little Falls;
- Brooke McGeehan; RBC Wealth Management, Princeton;
- Lori Rabinowitz; Morgan Stanley Wealth Management, Florham Park;
- Judith Lee, Merrill Lynch Wealth Management, Bedminster;
- Lee Ann Quenault, UBS Wealth Management, Warren;
- Lisa LaVecchia, Merrill Lynch Wealth Management, Florham Park;
- Janet Ziegler, UBS Wealth Management, Mount Laurel;
- Rosa Campa Hearne, Merrill Lynch Wealth Management, Summit;
- Ekta Roongta; J.P. Morgan Wealth Management, Millburn;
- Marybeth Emson, Morgan Stanley Wealth Management, Florham Park;
- Sarah Ricca, Morgan Stanley Wealth Management, Paramus;
- Jill Williams, Ameriprise Financial Services, Montclair;
- Erin Zawisza, Merrill Lynch Wealth Management, Manasquan;
- Irene Stolarz, Morgan Stanley Wealth Management, Little Falls;
- Linda Schnell, Morgan Stanley Wealth Management, Paramus;
- Michelle Heide, Ameriprise Financial Services, Clinton;
- Elizabeth Camp, Morgan Stanley Wealth Management, Florham Park;
- DeAnn Cavagnaro, UBS Private Wealth Management, Paramus;
- Katherin Romero, Merrill Lynch Wealth Management, Princeton;
- Lynn Fryckberg, UBS Wealth Management, Mount Laurel;
- Kearney Vrabel, Merrill Lynch Wealth Management, Florham Park;
- Ann Baron, Wells Fargo Advisors, Marlton.