CHICAGO – Feb. 11, 2025: Cresset announced today that eight Wealth Advisors have been named to Forbes Top Women Wealth Advisors, Best-in-State ranking for 2025.
“We are honored to be recognized once again by Forbes for our amazing Wealth Advisors, who every day provide our clients with the comprehensive, highly personalized financial guidance that is so critical to achieving their long-term goals,” said Susie Cranston, President and COO of Cresset.
“It is at times like these that financial advisors are in high demand as they look to preserve clients’ assets for the long term. During market uncertainty, women are more likely to weather volatility and maintain a “conservative” investing approach, according to Fidelity’s 2024 Women & Investing Study,” Forbes states.
The Forbes ranking of America’s Top Women Wealth Advisors 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.
The advisors referenced above are recognized as Best-in-State Top Women Wealth Advisors by Forbes for 2025. Rankings are developed by Forbes / SHOOK Research using a proprietary survey. Cresset paid no application fee to participate.
