MAI is thrilled to announce that Regional President and Head of Family Office, Joan Malloy, was recognized by Forbes on the Top Women Wealth Advisors Best-In-State List, ranking sixth in the state of Missouri. Joan exemplifies everything that MAI stands for, especially putting clients and their needs first.
Joan joined MAI in 2020 as a result of the acquisition of Greenway Family Office, which she founded in 2010. With her vast experience, she is adept at advising business owners, individuals, and multi-generational families in succession, governance, investment, tax, and philanthropic planning.
This ranking features more than 1,500 women collectively managing assets of nearly $2.3 trillion and was compiled by SHOOK Research.
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On February 2, 2023, Joan Malloy ranked 6th out of 21 advisors listed in Missouri. 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/2023/02/02/methodology-americas-top-women-wealth-advisors-2023/?sh=67a09f4558ca.