LVW Advisors, a registered investment advisory business that serves wealthy families and non-profit institutions, today announced that Lori Van Dusen, CIMA, Founder and CEO, has been ranked fifth on Barron’s 2018 Top 100 Women Financial Advisors. This is the third year that Barron’s, a leading financial industry magazine, has ranked Ms. Van Dusen among the nation’s top ten women financial advisors. Ms. Van Dusen has also appeared in the publication’s Top 100 Financial Advisors ranking twelve times.
America’s top female advisors, as identified by Barron’s, was published on Monday, June 11, 2018. The Barron’s ranking reflects data provided by the nation’s top advisors that includes assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisor’s practices, and philanthropic work.
Considered among the top advisors in the country, Lori founded LVW Advisors, where she established an independent model, becoming the voice of reason for holistic solutions in a fragmented financial services industry. She began her career with a natural gravitation to the investment industry in 1987. By 2004 she had achieved the title of Managing Director with Citigroup/Smith Barney Institutional Consulting — a group that she helped to create. Later in a renegade move, she took the role of co-lead of Convergent Wealth Advisors’ Institutional Group, where she served on the Executive and Investment Committees, advising approximately $8 billion in assets for clients.
DISCLAIMER: Being registered SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Barron’s nor the firm receive a fee in exchange for rankings.