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.
See the list: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=60d92921d113
In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to any other group to be included in their rankings or awards.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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MAI responded to a survey from the sponsoring organization with information as of 9/30/22. In February 2023, Joan Malloy ranked sixth out of twenty-one women 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.
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.
