Forbes Top Women Wealth Advisors

We are pleased to announce that Ann Summerson has been selected in Forbes Top Women Wealth Advisors.* Throughout her career, she has been dedicated to helping people plan for their future, pursue their goals and enjoy financial well-being.

Read the Forbes article

*The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research summary (as of April 2020): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Forbes nor SHOOK Research a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit for more info.

Tag Cloud