Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Rankings and recognition from Working Mother/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. and quantitative criteria, such as assets under management and revenue generated for their firms. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. SHOOK Research considered women advisors with children living at home under 21 years of age.
Rankings based on data as of Mar 31 of current year.ĭata provided by SHOOK® Research, LLC. *Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Additionally, she enjoys time with family, hiking and biking.
JANETTER LINKS NOT WORKING FREE
In her free time, Janette volunteers her time for the Lemont Park Foundation. Rankings based on data as of June 30 - September 30 of prior year). Rankings based on data as of June 30 of prior year) and Forbes “America’s Top Women Wealth Advisors in 20 ( *Source: The Forbes “America’s Top Wealth Advisors” list, published annually Feb - April. Rankings based on data as of Mar 31 of current year), Forbes “Best –in-State Wealth Advisors in 20 ( *Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Most recently, Janette was named to Working Mother/Shook Research’s “Top Wealth Advisor Moms” list in 2017, 2018, 2019, 20* ( *Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. She earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ through the Wharton School of Business as well as the Certified Plan Fiduciary Advisor® (CPFA®) designation. Utilizing her substantial experience and knowledge in financial services, Janette is able to help high net worth individuals, families, and business owners achieve their financial goals. Janette is a 27 year veteran of Merrill Lynch Wealth Management and is proficient in general retirement planning, estate planning needs, trust services, and education planning.
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