Our team proudly congratulates Deb Wetherby, CEO, Wealth Manager and Shareholder, for her recognition on Barron’s 2020 Top Women Financial Advisors list. This year marks the 15th edition of the list, which has recognized and championed for outstanding women in the industry since 2005.
Deb ranked alongside many impressive women as #54 on this year’s list, whose honorees span the nation delivering excellent wealth management services to individuals and families. In an accompanying article, “Here are Barron’s Top 100 Women Advisors of 2020,” Barron’s highlights how these leading women advisors can be key champions and proponents of diversity in the industry.
We are proud that our firm has a nearly equal split of male and female employees, and we look forward to further advancing equity within financial services. As part of our commitment, our firm has dedicated a formal Diversity, Equity and Inclusion Committee to further support a truly inclusive culture and drive diversity innovation in our industry.
The Top 100 Women Financial Advisors list is produced annually by Barron’s. To determine the rankings, Barron’s team evaluated female wealth advisors throughout the United States. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, asset preservation and the quality of the advisors’ practices. Investment performance isn’t an explicit criterion because clients pursue a range of goals.
This accolade is presented for informational purposes only; no warranty is either expressed or implied by its presentation. The accolade may not be representative of actual or specific client experiences and should not be considered an endorsement. Wetherby Asset Management (Wetherby) acknowledges the rating reflects an average of all, or sample of all, of an advisor’s or the firm’s clients and thus may not be representative of any single client’s experience. Wetherby’s receipt of accolades should not be considered a guarantee of future performance results. While Wetherby did not pay a fee to participate in consideration of this accolade, Wetherby does pay Barron’s for subsequent enhanced advertising and promotion of the accolade.
The 2020 Top Women Financial Advisors listing is produced annually by Barron’s. To determine the rankings, the Barron’s team evaluated female wealth advisors throughout the United States for characteristics such as the volume of assets overseen by the advisors and their teams, revenues generated for the firms, asset preservation and the quality of the advisors’ practices. Investment performance isn’t an explicit criterion because clients pursue a range of goals. For additional information and methodology, please visit https://www.barrons.com/articles/barrons-top-100-women-advisors-of-2020-the-push-for-greater-diversity-51595024100?tesla=y.