In the immediate future, women’s wealth will be on the rise. As reported by wealthmanagement.com, the global wealth owned by women is projected to grow 8 percent per year through 2014, “And just about every wealth management firm wants a piece of that pie.” The same article names the Center and one of our own founding partners Marilyn Gunther, CFP® to the Top 50 Women-Owned RIA’s (Registered Investment Advisor) in 2013. Marilyn is lauded as a trail-blazer in an industry that has long been dominated by men. In fact, she vividly remembers the first Raymond James meeting she attended because there were five women in a room filled with men.
The welcome recognition underscores what we at the Center have always known: Helping women manage their personal wealth is not only fundamental to our business, but it comes naturally. That’s because we have key female players at our helm. In fact, of our 19 team members, 14 of them are women! We can truly say we understand what women want. And according to wealthmangement.com, statistics say 61 percent of female business owners prefer to work with women advisors. Does that give us a leg up? We think our long list of female investors is all the proof we need.
The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Center for Financial Planning, Inc. and not necessarily those of RJFS or Raymond James. Candidates had to meet the following requirements: they directly own at least 25 percent of their firm, and that their firm has no more than 50 percent institutional clients and have some individuals for whom they do financial planning. Also, none operate a broker/dealer or are affiliated with a bank or investment company. REP.’s Top 50 Women RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management.