Wealth Enhancement has announced that five of its financial advisors have been named to Forbes 2025 ranking of Top Women Wealth Advisors Best-in-State.
- Nicole Webb - #14 - Minnesota
- Tammy Mogilski - #19 - Florida
- Debbie Pursey - #32 - California
- Jennie Boland - #47 - Minnesota
- Maura Mallaney - #48 - New Jersey
This elite list annually recognizes the country's top-performing women financial advisors who lead the way by offering best practices and providing a high-quality experience for their clients.
The ninth annual ranking features just over 2,400 women who manage cumulative assets of over $23.6 trillion. Forbes’ list was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms to rank advisors.
About the Research Process
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. To view the full methodology, please click here.
About Forbes
Forbes (www.forbes.com) champions success by celebrating those who have made it and those who aspire to make it. Forbes convenes and curates the most influential leaders and entrepreneurs who are driving change, transforming business and making a significant impact on the world. The Forbes brand today reaches more than 150 million people worldwide through its trusted journalism, signature LIVE and Forbes Virtual events, custom marketing programs and 47 licensed local editions in 80 countries.
About Wealth Enhancement
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi™ processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our 110 offices and growing - nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Awarded 2/11/2025 for the ranking year 2025.
