Top financial advisors working with women professionals
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.
If you're a woman professional navigating career growth, salary negotiations, or planning for family-related financial changes, you need advisors who understand the unique challenges you face. Without this insight, it's easy to overlook how workplace dynamics and life transitions impact your financial goals.
- Career trajectory insight. Look for advisors who consider how promotions, job changes, or gaps affect your long-term planning.
- Workplace benefits expertise. Confirm they can help you maximize employer benefits like stock options, retirement plans, and parental leave policies.
- Family planning integration. Ask how they incorporate maternity leave, childcare costs, and potential career breaks into your financial roadmap.
- Gender pay gap awareness. Ensure they recognize how pay disparities might influence your savings and retirement strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lance L
Series 63, Series 65
Cincinnati, OH
Merrill
Lance Lohr specializes in financial planning for women professionals, addressing unique challenges like career transitions and family planning within a large firm setting. With 29 years of experience and credentials including CFP and CRPC, he offers expertise in retirement income strategy and wealth management. His personalized approach and focus on women’s finance differentiate him from others, supported by Merrill's extensive resources and a 1.10% AUM fee for managed strategies under $2 million.
Experience: 30 years
Avg account: $860,085
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Le Anne M
CFP®, ChFC®, Series 66
North Oaks, MN
Edward Jones
Le Anne Morris specializes in advising women professionals, bringing 11 years of experience and certifications including CFP® and ChFC®. She works with Edward Jones, a large firm managing over $1 trillion in assets, offering comprehensive wealth management and retirement income strategies. Her expertise in multi-generational wealth transfer and charitable giving complements her focus, and her fee structure includes an AUM-based program fee up to 1.35% annually, distinguishing her from advisors at smaller firms.
Experience: 12 years
Avg account: $246,728
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Anna A
CFP®, Series 63, Series 66
Rockwall, TX
Mercer Global Advisors Inc.
Anna Apodaca's 17 years of experience and CFP® certification equip her to address the financial complexities faced by women professionals, including career transitions and family planning. Working with Mercer Global Advisors, a large firm serving high-net-worth clients, she employs a Modern Portfolio Theory-based investment approach and offers flat-fee structures, distinguishing her from advisors with different fee models or smaller firm settings.
Experience: 18 years
Avg account: $2,214,259
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Kevin H
CFP®, Series 63, Series 65
Birmingham, AL
RFG Advisory, LLC
Kevin Harper's extensive 29-year experience and CFP® certification equip him to address the financial complexities faced by women professionals, including career transitions and family planning. Operating from Birmingham, AL, he offers flat-fee financial planning and combines active and passive investment strategies through RFG Advisory, which serves a diverse client base including individuals and institutions, setting him apart with a broad service scope and seasoned expertise.
Experience: 29 years
Avg account: $295,694
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John B
Series 65
Plano, TX
Savant Wealth Management
John Brown specializes in serving women professionals, offering expertise in retirement income strategy, Social Security optimization, and business exit planning, which aligns well with the financial challenges faced by women navigating career growth and family planning. Based in Plano, TX, he operates within a large firm managing $5.3 billion in assets, providing flat-fee options and a seasoned approach with 26 years of experience, distinguishing him from advisors with smaller practices or less diverse fee structures.
Experience: 26 years
Avg account: $2,108,203
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