Lori Gervais, CFP®, Director with The Gervais Group at Baird, was selected as one of the individuals on the first-ever “Top Wealth Adviser Moms,” list, released today by Working Mother magazine and SHOOK Research, a ranking which measures the best practices of an adviser learned through telephone and in-person interviews, and considers such factors as their service models, investing process, revenue generated for their firms and assets under management. SHOOK Research ranked the 200 best financial adviser mothers in the country.
Subha Barry, senior vice president & managing director of Working Mother Media, says, “We are proud to honor working mothers who are the best and brightest financial advisers in the U.S. And the moms have found that the flexibility and entrepreneurial career path play to their strengths in building a lucrative career and raising a family.”
RJ Shook, president of SHOOK Research, says, “These advisers treat their clients like their own families; they are dedicated to helping these families reach their goals and dreams for the future. I would hire any of them to work with my family.”
Methodology: Working Mother and Shook Research used a ranking algorithm based on qualitative measures: service models, investing process, client retention, industry experience, review of compliance record, firm nominations plus quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports.
The complete list of the 2017 “Top Wealth Adviser Moms” can be found on http://www.workingmother.com/top-wealth-adviser-moms-2017.
Education: CERTIFIED FINANCIAL PLANNER