Ann Summerson: 2026 Forbes Best-in-State Women Wealth Advisors
We are delighted to share that Ann Summerson has once again been named to the 2026 edition of the Forbes list of Best-in-State Women Wealth Advisors. The list recognizes top women advisors across the United States.
This year’s Top Women Wealth Advisors Best-in-State list spotlights advisors across the country who were nominated by their firms – and then researched and interviewed within their respective states.
This achievement would not have been possible without your continued trust and support. We have built our team on individuals who share our client-first attitude and recognitions like this serve to reinforce that value.
About Forbes Best-in-State Women Wealth Advisors
The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, 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, assets under management, 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. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.
About Raymond James
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.77 trillion as of Dec. 31, 2025. Additional information is available at raymondjames.com.
Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
