Forbes named 23 Merrill advisors to Top 100 Women Wealth Advisors
NEW YORK, Feb. 10, 2026 /PRNewswire/ — Forbes recognized 539 Merrill Wealth Management and Merrill Private Wealth Advisors on its annual Top Women Wealth Advisors Best-in-State, more than any other firm. The strong showing includes 17 advisors who ranked number one in their states, underscoring the depth and geographic breadth of Merrill’s advisor talent. (Rankings published February 4, 2026 based on data as of June 30, 2025.)
“We are incredibly proud to have so many exceptional advisors recognized on Forbes’ Top Women Wealth Advisors lists,” said Kenneth Correa, Head of Business and Client Development at Merrill. “As we continue investing in talent, we celebrate these accomplished professionals who help clients pursue their financial goals every day.”
In addition, 23 Merrill advisors were named to Forbes’ prestigious list of America’s Top Women Wealth Advisors. (Rankings published on February 4, 2026. based on data as of June 30, 2025.)
Forbes honored the following Merrill advisors on its list of the top 100 women advisors:
- Michelle Mayer, Naples, FL – #3
- Kelly Westmoreland, Atlanta, GA – #4
- Johanna Walters, Blue Bell, PA – #10
- Corina Davis, Seattle, WA – #15
- Sharon Oberlander, Chicago, IL – #17
- Mary Mullin, Boston, MA – #20
- Christina Boyd, Wayzata, MN – #26
- Nazie Saffari-Moini, Beverly Hills, CA – #30
- Melissa Spickler, Bloomfield Hills, MI – #32
- Donna Di Ianni, Aspen, CO – #40
- Donna Joyner, Alpharetta, GA – #43
- Joni Abalos, Houston, TX – #48
- Kyle Olson, New York, NY – #51
- Megan Bailey, Blue Bell, PA – #62
- Krystal Julius, Wayzata, MN – #65
- Eleni Mavromati, Los Angeles, CA – #70
- Nadia Allaudin, Century City, CA – #78
- Ronya Corey, Washington, DC – #80
- Courtney Moore, New York, NY – #82
- Elizabeth Angelone, Miami, FL – #87
- Christine Heim, Florham Park, NJ – #90
- Rachel Barzilay, Boca Raton, FL – #96
- Alyssa Moeder, New York, NY – #100
About the Forbes/SHOOK Methodology
The Forbes Top Women Wealth Advisors rankings, developed by SHOOK Research, evaluate advisors using both qualitative and quantitative criteria, including client service models, investment processes, compliance records, revenue trends, and assets under management. Advisors must have a minimum of seven years’ experience. Neither Forbes nor SHOOK Research receives a fee in exchange for ranking placement.
For the full list and methodology, visit: Forbes 2026 America’s Top Women Wealth Advisors List and Forbes 2026 Top Women Wealth Advisors Best-In-State List
Bank of America
Bank of America Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving nearly 70 million clients with approximately 3,600 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 59 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
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2026 Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
2026 Forbes “America’s Top Women Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
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Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.
This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.
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The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.
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