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MEQUON – Baird, an employee-owned, worldwide wealth administration, asset administration, funding banking/capital markets and personal fairness agency, introduced that Lori Gervais, household wealth advisor, has been named to the Forbes 2023 listing of America’s Prime Girls Advisors.
“Lori Gervais’s look on this prestigious nationwide listing solidifies her positions among the many easiest monetary advisors within the trade and the nation,” mentioned Erik Dahlberg, president of Baird’s Non-public Wealth Administration enterprise. “Lori Gervais excels at delivering the very best monetary recommendation and repair to her shoppers and couldn’t be extra deserving of this recognition.”
Monetary advisors are chosen for the Forbes America’s Prime Girls Advisors listing based mostly on an algorithm of qualitative and quantitative standards, together with in-person interviews, trade expertise, compliance data, income produced and belongings underneath administration.
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