BizTimes Staff
Notable Women in Wealth Management: Stacy Williams
Stacy Williams, director and senior investment consultant at Baird’s The Hodge Williams Group in Milwaukee, provides investment consulting to...
Notable Women in Wealth Management: Emily Phillips
Emily Phillips, a director and lead financial advisor with Baird’s Phillips Ristau Group in Milwaukee, has extensive experience and...
Notable Women in Wealth Management: Andrea Bulen
Andrea Bulen, president of Pewaukee-based Shakespeare Wealth Management, is a financial advisor and strategist to high-net-worth individuals and...
Notable Women in Wealth Management: Lori Watt
Lori Watt founded what is now Waukesha-based IAG Wealth Partners in 1985, when the financial planning profession was still...
Notable Women in Wealth Management: Melinda Wilke
Melinda Wilke leads Northwestern Mutual’s Wilke Wealth & Investment Planning, an all-female financial planning firm based in Franklin.
Wilke...
Notable Women in Wealth Management: Katie Ives
Katie Ives is a senior trust advisor at Northern Trust in Milwaukee and has more than 20 years of...
Notable Women in Wealth Management: Amy Kiiskila
Amy Kiiskila is director of wealth strategy for Annex Private Client, a segment of Brookfield-based Annex Wealth Management. She...
Notable Women in Wealth Management: Julie Ellenbecker-Lipsky
Julie Ellenbecker-Lipsky, president and senior wealth advisor of Waukesha-based Ellenbecker Investment Group, is a natural leader and mentor for...
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Notable Women in Wealth Management: Kelly Mould
Kelly Mould, senior vice president, wealth fiduciary advisor for Racine-based Johnson Financial Group, extends her influence through educational outreach,...
Notable Women in Wealth Management: Dawn Ripkey
Dawn Ripkey, senior vice president of private wealth management at U.S. Bank in Milwaukee, serves clients ranging from small...
Notable Women in Wealth Management: Julie Williams
Julie Williams, senior vice president and financial advisor at Wealthspire Advisors in Delafield, has more than 25 years of...
Notable Women in Wealth Management: Lori Watt
Lori Watt founded what is now Waukesha-based IAG Wealth Partners in 1985, when the financial planning profession was still...
