Forbes Magazine’s inaugural list of America’s Top 200 Women Financial Advisors features some Palm Beach County locals.
Forbes’ “Top 200 Women Financial Advisors” is a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.
Morgan Stanley’s Rosita Kaufman and Cindy Katz Morton, Senior Portfolio Management Directors, Financial Advisors in the Firm’s Boca Raton, Military Trail Wealth Management office, were named on the listed.
“I am pleased that Rosita Kaufman and Cindy Katz Morton are representing Morgan Stanley,” commented Shannon Losey, Branch Manager of Morgan Stanley’s Boca Raton office. “To be named to this inaugural list recognizes Rosita Kaufman & Cindy Katz Morton’s experience, professionalism and dedication to the needs of their valued clients.”
Two women who work with Merrill Lynch Wealth Management in Boca Raton were also named to the list, Rachel Barzilay, Managing Director with Merrill Lynch Wealth Management, and Christina Cleveland, a Wealth Management Advisor and Senior Vice President. She has been with Merrill Lynch Wealth Management for 34 years.
Brazilay focuses on municipal bonds, retirement and estate planning services, education savings accounts, philanthropic trusts and foundations, as well as corporate lending. The Cleveland Team focuses on a custom wealth management process and multigenerational planning for affluent individuals, families, and business owners.