Eight Ameriprise Financial Advisors Named to the Barron’s Top 100 Women Financial Advisors List
Nancy Daoud,Private Wealth Advisor and CEO of Opus: Advice First in Oxford, Connecticut
Susan Kim, Private Wealth Advisor and Managing Partner of Kim, Hopkins & Associatesin Vienna, Virginia
Charla McIntyre Fields, Private Wealth Advisor at Fields Wealth Management in Hurst, Texas
Kim Orth, Private Wealth Advisor at Orth Financial Groupin Wilmington, Delaware
Geri Pell, Private Wealth Advisor and CEO of Pell Wealth Partnersin Rye Brook, New York
Thais Piotrowski, Private Wealth Advisor and Business Financial Advisor at Thais D. Piotrowski & Associatesin Boca Raton, Florida
Gail Reid, Private Wealth Advisor and President of Castlewatch Wealth in Glendale, California
Michelle Young, Private Wealth Advisor and President of Confetti Wealth in Edina, Minnesota
“Congratulations to the advisors who were named to this year’s Barron’s Top 100 Women Financial Advisors List,” said
- The Ameriprise Women’s Empowerment (WE) Network that offers mentorship opportunities, training, education, and networking events.
- Annual Ameriprise Women Advisor Summits, which provide a meaningful forum for women financial advisors to network and enhance skills to serve their clients effectively, grow their practices and develop in their careers.
The full list of Barron’s Top 100
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Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s is a registered trademark of
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