Tag: Karen Zachman

Six local wealth advisors named to Forbes list

Six Rochester-area wealth advisors have been named to the Forbes 2020 America’s Top Women Wealth Advisors list. 

The list includes 1,000 female advisors nationally and 124 women from New York State. 

Near the top is Lori Van Dusen, of Pittsford,  founder and CEO of LVW Advisors. Van Dusen ranked No. 5 on the national list and No. 2 in New York, with $1.8 billion in assets.

Lori Van Dusen
Lori Van Dusen

Forbes, using an algorithm developed by SHOOK Research, chose candidates for the list based on “qualitative data, such as telephone and in-person interviews, a review of best practices, service and investing models and compliance records; as well as quantitative data, like revenue trends and assets under management,” according to an article on Forbes’ website. Each woman selected also has a minimum of seven years’ experience. 

Other Rochester area woman selected are:

  • Nannette P. Nocon, Rochester, wealth advisor, Ameriprise Financial Services, with $600 million in assets, No. 21 on the New York list and No. 138 on the national list. 
  • Elizabeth Thorley, Pittsford, wealth advisor, Thorley Wealth Management, with $195 million in assets, No. 71 on the New York list and No. 456 on the national list. 
  • Heather Goodbody, Pittsford, wealth advisor, Merrill Private Wealth Management, with $733   million in assets, No. 73 on the New York list and No. 471 on the national list. 
  • Tammy Mogilski, Rochester, wealth advisor, Legacy FInancial Planning/Raymond James, with $300 million in assets, No. 78 on the New York list and No. 498 on the national list 
  • Karen Zachman, Pittsford, wealth advisor, Wells Fargo Advisors, with $135 million in assets.  No. 118 on New York list and No. 859 on the national list.  

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