Top advisors focused on female executives in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor focused on female executives when navigating unique career milestones like negotiating equity compensation or planning for leadership transitions. Without an advisor who understands the specific challenges women face in executive roles, you risk missing tailored strategies that align with your career trajectory and financial goals.
- Executive compensation insight. Confirm how they handle complex pay structures like stock options or bonuses common in executive roles.
- Career transition planning. Ask how they support financial shifts during promotions, relocations, or exits from leadership positions.
- Work-life balance considerations. Look for advisors who factor in family planning, caregiving, or other personal priorities alongside financial decisions.
- Large-firm experience. Many here work within bigger organizations, which can mean access to broader resources but also more standardized processes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Quintina W
Series 66
Norfolk, VA
Merrill
Quintina Wallace is well-equipped to support female executives in the US by leveraging her expertise in equity compensation such as RSUs and SOPs, along with retirement plans tailored for business owners. Her experience at Merrill, a large firm, provides access to extensive resources, and her 5 years in the industry are complemented by designations like Series 66. She also serves diverse clients including women professionals and executives, offering a 1.10% AUM fee for managed strategies under $2 million.
Experience: 5 years
Avg account: $860,085
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Maria C
CFP®, EA
Cooper City, FL
Valoria Wealth Management LLC
Maria Castillo Dominguez specializes in supporting female executives, particularly in technology, with complex equity compensation like RSUs and stock options, making her well-suited for women navigating executive financial challenges. She offers a flat-fee structure with a one-time onboarding fee and hourly rates, operates independently, and brings 10 years of experience, providing personalized, tax-smart guidance nationwide from her base in Cooper City, FL.
Experience: 10 years
Avg account: $597,125
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Melissa E
CFP®
Overland Park, KS
Sapphire Wealth Planning LLC
Melissa Ellis specializes in financial planning for female executives, offering expertise in wealth management, retirement planning, and college savings, which supports navigating complex career milestones and financial goals. Her flat-fee structure combined with negotiable AUM fees, CFP® certification, and experience with divorce planning provide a comprehensive approach that distinguishes her from others, especially for Gen X women seeking personalized, independent advice in Overland Park, KS.
Experience: 16 years
Avg account: $116,106
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Kerry O
CFP®, EA
Walpole, MA
Ellevest
Kerry O'Brien is well-equipped to support female executives with her 17 years of experience and expertise in equity compensation and retirement planning, addressing complex pay structures common in executive roles. She offers a flat-fee structure and serves high-net-worth Gen X clients independently, differentiating her with a holistic approach that integrates tax advice and personal values like family and health, based in Walpole, MA.
Experience: 17 years
Avg account: $2,336,029
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Betsy H
CFP®, CRPC®
Germantown, TN
Forward Financial Planning
Betsy Hutchins is well-suited for female executives seeking financial guidance, offering expertise in cash flow, retirement income strategy, and estate planning, with a focus on Gen X women professionals. Her background in healthcare administration and certifications like CFP® and CRPC® distinguish her from others, while her flat-fee structure and independent practice provide flexible, personalized service in Germantown, TN.
Experience: 3 years
Avg account: $413,494
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