Laura Combs

Disclosures: The Forbes ranking of America’s Top Women Wealth Advisors 2021, 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. 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. InvestmentNews 40 Under 40, 2021: Nominees for Investment News’ annual 40 Under 40 project should exhibit qualities of leadership within the financial advice field, such as the drive to succeed, along with prospects for a bright future. He or she must be under the age of 40 on June 7,2021, which is the date our 40 Under 40 honorees will be announced in the print issue of InvestmentNews and online. Accomplishments: We are looking for professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements. Contribution: We are searching for professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work. Leadership: We are interested in professionals who offer guidance and successful management within a company or the industry as a whole. Promise: We want to celebrate professionals who have passion, enthusiasm, great ideas and show a commitment to the field. Investment News did not receive a fee in exchange for inclusion in the list. AdvisorHub Advisors to Watch, 2023 over $1Billion: Nominees were required to have a minimum of seven years experience, $150m minimum in AUM, and a clean regulatory record. Advisors were ranked on the 1.) size and makeup of their practice; 2.) year-over-year growth; 3.) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation. Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.