Mariner Wealth Advisors’ Valerie Newell and Jana Shoulders Ranked Among Barron’s 2020 Top 100 Women Financial Advisors
Newell maintains her ranking among the top four and Shoulders climbs the list from 2019.
Overland Park, Kan. – July 21, 2020 – Mariner Wealth Advisors, national wealth advisory firm, is proud to announce that principal and senior wealth advisor Valerie L. Newell and managing director Jana Shoulders have been recognized on Barron’s 2020 list of Top 100 Women Financial Advisors. Newell, ranked #4, has been ranked in the top four for five consecutive years. Shoulders ranked #57, climbing from her 2019 ranking at #91.
The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
According to Barron’s, less than 20% of the wealth management industry’s financial advisors are women. With 40 locations across the United States and clients in all 50 states, Mariner Wealth Advisors understands the importance of seeking talent that better reflects the diverse backgrounds of the clients it serves and that understand the nuances of clients’ unique wealth management needs.
“On behalf of the entire Mariner Wealth Advisors family, I extend my deepest congratulations to Valerie, Jana and the additional community of women advisors named to this list,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “The rankings are a testament to our culture of inclusivity and high-performing women advisors. Valerie and Jana’s commitment to offering tailored financial advice to women, families and clients of all backgrounds continue to drive Mariner Wealth Advisors and the whole industry forward.”
Newell and Shoulders have built impressive legacies, serving as an inspiration for women to not only pursue careers in wealth management, but to lead the industry. Prior to her time at Mariner Wealth Advisors, Newell cofounded RiverPoint Capital Management and served as its chairman. Currently based in Mariner Wealth Advisors’ Cincinnati office, she specializes in investment management, financial planning and retirement planning for high-net-worth individuals, families and retirees. Shoulders boasts more than 30 years of experience providing customized financial and advisory services. Prior to her current position as leader of the Tulsa and Oklahoma City, Okla. offices, she was co-founder and CEO of Adams Hall Asset Management which was acquired by Mariner Wealth Advisors in 2012.
Newell is also the #1 advisor in Ohio, as listed by Barron’s Top Advisor Ranking by State, since 2016. This marks Shoulders’ third appearance on the Top Women Financial Advisors list and second appearance on the Top Advisor Rankings by State, where she was listed as the #6 advisor in Oklahoma.
Mariner Wealth Advisors (“MWA”) is an SEC registered investment adviser with its principal place of business in the State of Kansas. Registration of an investment adviser does not imply a certain level of skill or training. MWA is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MWA maintains clients. MWA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by MWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Third‐party rankings and recognitions are no guarantee of future investment success and do not ensure that a client will experience a certain level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of client evaluations. Generally, ratings, rankings, and recognition are based on information submitted by the adviser.
Barron’s publishes these lists based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided to Barron’s. The listing includes the firms’ numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. Barron’s also publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,000, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. For additional information visit www.barrons.com.