Awards

Joan Malloy Recognized on Forbes Top Women Wealth Advisors Best-In-State List

03.14.24

MAI is thrilled to announce that Group Head National Family Office & Regional President, Joan Malloy, was once again recognized by Forbes on the Top Women Wealth Advisors Best-In-State List, ranking fourth in the state of Missouri. Joan exemplifies everything that MAI stands for, especially putting clients and their needs first. With her vast experience, she is adept at advising business owners, individuals, and multi-generational families in succession, governance, investment, tax, and philanthropic planning.

“Being recognized alongside other incredibly deserving women wealth advisors is an honor,” said Malloy. “I am proud of my entire team in St. Louis. Their dedication to our work inspires me to continue empowering our clients to simplify, protect, and grow their wealth.”

The eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 1,991 women managing cumulative assets of over $2.8 trillion.

See the list: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=52fa7fe01d11


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On February 8, 2024, Joan Malloy ranked 4th out of 26 advisors listed in Missouri (6th out of 21 advisors listed in Missouri in 2023).  Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. MAI does not pay a fee to be considered for an award or to participate in rankings.

All advisors have a minimum of seven years’ experience, minimum 1 year at current firm, with the exceptions of acquisitions, advisors must be recommended and nominated by their firm and complete an online survey. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.  For more information on the methodology visit https://www.forbes.com/sites/rjshook/2024/02/08/methodology-americas-top-women-wealth-advisors-2024/?sh=238ecf9c4502.

We look forward to learning about your financial goals.

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