A record 102 J.P. Morgan Wealth Management advisors were honored by Forbes as the top women financial advisors across the country. For a third consecutive year, Colleen O’Callaghan was named the #1 woman advisor in the nation and Elaine Meyers ranked in the top 10.
Eight advisors were named America’s Top Women Wealth Advisors, an elite recognition for placing in the top 100 in the country. All eight made the top 100 list for at least a second year in a row.
“I’m awed by these amazing women and how hard they work to serve their clients," said Kristin Lemkau, CEO of J.P. Morgan Wealth Management. “J.P. Morgan is so proud to be a great place for top women advisors to work.”
Forbes honored the following advisors as America’s 2025 Top Women Wealth Advisors:
- Colleen O'Callaghan – New York, NY – #1 in the country
- Elaine Meyers – San Francisco, CA – #7 in the country
- Tracey Gluck – Los Angeles, CA – #30 in the country
- Louise Armour – Palm Beach Gardens, FL – #35 in the country
- Catherine Evans – San Francisco, CA – #43 in the country
- Diana Menaker – Miami, FL – #46 in the country
- Liz Weikes – New York, NY – #64 in the country
- Maureen Raihle – Palm Beach, FL – #83 in the country
Forbes honored the following advisors as 2025 Top Women Wealth Advisors Best-in-State:
- Leslie Adams – Elizabethtown, KY
- Elisabeth Antosz – New York, NY
- Teresa Appell – Louisville, KY
- Chitra Arora – Monmouth Junction, NJ
- Jennifer Ayers – Plainfield, IN
- Sherre Barber – Dallas, TX
- Susan Barnett – Mercer Island, WA
- Alexandra Bartonik – Huntington, NY
- Ni Bashir – Houston, TX
- Rebecca Baugh – Lima, OH
- Galit Ben-Joseph – New York, NY
- Jeanne Berger – New York, NY
- Charlotte Bouche – Brookfield, WI
- Peggy Bowers – The Woodlands, TX
- Rocio Branz – Houston, TX
- Gabrielle Brown – New York, NY
- Mary Byers – Gahanna, OH
- Catherine Chase Kramer – Los Angeles, CA
- Debbie Cohen – Phoenix, AZ
- Nancy Contino – East Meadow, NY
- Stephanie Crocker – Evanston, IL
- Kristen Curtis – San Francisco, CA
- Rebecca DeCesaro – Portland, OR
- Ralitsa Delgado – Hastings on Hudson, NY
- Jade Dinh – Fremont, CA
- Wendi Doyle – Los Angeles, CA
- Janie Emrick – Findlay, OH
- Kelly Epstein – Chicago, IL
- Kate Evans – Wheaton, IL
- Karen Feinblatt – Wheaton, IL
- Maureen Flanagan – Newport Beach, CA
- Hannah Forney – Portland, OR
- Lisa Forsythe – Houston, TX
- Shannon Freeland – Vancouver, WA
- Carrie French – Hinsdale, IL
- Stacey Gearhart – Grosse Pointe, MI
- Meghan Haggerty – Boston, MA
- Kim Hickey – Sacramento, CA
- Anna Hovakimyan – Sherman Oaks, CA
- Ami Ibarra – Dublin, CA
- Lisa Jaboro – Bloomfield Hills, MI
- Kit Jackson – New York, NY
- Maria Katsougrakis – Ardsley, NY
- May Khamo – Glenview, IL
- Bibi Khan – New York, NY
- Lisa Kielmeyer – Woodbury, NY
- Blake Klement – Dallas, TX
- Edith Lau – Milpitas, CA
- Lien Lay – Alameda, CA
- Jackie Lewis – Yorba Linda, CA
- Leslie Little – Scottsdale, AZ
- Jaime Lutz – Scottsdale, AZ
- Donna Lynn – Cincinnati, OH
- Elena Martinez – Boulder, CO
- Jennifer Mayer – New York, NY
- Maureen McNally – New York, NY
- Radhika Mehta – New York, NY
- Madelyn Miller – New York, NY
- Irene Morciglio – Valley Stream, NY
- Melody Mossayi – Calabasas, CA
- Natalya Muravchik – White Plains, NY
- Joannie Ngo – San Marino, CA
- Julie Nguyen – Fremont, CA
- Anjanette Nickoloff – Brighton, MI
- Karen Overcash – Batavia, IL
- Natalia Paris – Pinecrest, FL
- Maria Perez – Morristown, NJ
- Michelle Piper – Livermore, CA
- Christy Pizani – Covington, LA
- Ekta Roongta – Millburn, NJ
- Theresa Rutledge – Palo Alto, CA
- Avideh Safaei – White Plains, NY
- Sheri Savage – Huntington, NY
- Kasandra Schindler – Newport Beach, CA
- Zeenath Selvakumar – Houston, TX
- Alexandra Serman – New York, NY
- Amber Shear – Indialantic, FL
- Maria Smith – Danville, CA
- Melanie Sheedy – Lake Zurich, IL
- Crystal Shi – Santa Clara, CA
- Katrina Shkolnik – Brooklyn, NY
- Tiffany Smith – Fort Worth, TX
- Vivian Spyropoulos – Mamaroneck, NY
- Tequilla Swan – Scottsdale, AZ
- Linda Takach – Skokie, IL
- Anita Testa – Highland Park, IL
- Winnie To – Bellevue, WA
- Christina Auriemma Totaro – New York, NY
- Cherie Turnwald – Lima, OH
- Peggy Valencia – Little Neck, NY
- Annemarie von der Goltz – New York, NY
- Christine Weidig – Chardon, OH
- Catherine Wong – New York, NY
- Shirley Yao – Sugar Land, TX
J.P. Morgan Wealth Management continues to invest in top talent and resources. Our advisors and clients have access to award-winning research, product and family governance specialists and a wide range of investment strategies. The firm’s offerings and expertise help advisors support clients in navigating the markets and planning for their goals.
J.P. Morgan has earned the Top Global Research Firm spot from Institutional Investor for four consecutive years.
The ranking was compiled by SHOOK Research. The selection criteria includes interviews, industry experience, compliance records, revenue produced and assets under management.
To see the Top 100 list of America’s Top Women Wealth Advisors and information on criteria, visit https://www.forbes.com/lists/top-women-advisors/
To see the full list of Top Women Wealth Advisors Best-in-State and information on criteria, visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11
Forbes/SHOOK Top Women Wealth Advisors (02/11/25, data as of 09/30/24); (02/08/24, data as of 09/30/23); (02/01/23, data as of 09/30/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (02/11/25, data as of 09/30/24); (02/08/24, data as of 09/30/23); (02/01/23, data as of 09/30/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $4.0 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,700 advisors and $1 trillion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely or in person by meeting with an advisor in one of our nearly 5,000 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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