LOS ANGELES--(BUSINESS WIRE)--A 2021 “Top Women Wealth Advisor” by Forbes, Michelle Marquez, managing director of Marquez Private Wealth of Raymond James, will be speaking at the annual Raymond James Fall Development Symposium. Addressing “Growth Strategies that Work” and “Gaining Credibility through Marketing Efforts,” Marquez will share insights as part of a three-member panel of guest speakers.
The annual development event for financial advisors takes place over three days, offering education content from partner firms and key home office departments of Raymond James. At the Fall Development Symposium, qualifying advisors have the opportunity to network with other Raymond James advisors, connect with home office leadership, and build relationships with our partner firms.
“Since joining Raymond James, we’ve seen our firm continue to thrive and grow with expanded resources, tools and support, and I’m excited to continue to share best practices and foster future collaboration with our network of advisors and partners,” said Michelle Marquez. Founder of the minority-owned and woman-owned wealth management firm Marquez Private Wealth based in Southern California, Marquez is a frequent speaker on financial and business topics.
Formerly a senior vice president at Merrill Lynch, Inc., where she spent more than 16 years in various leadership roles, Marquez was the first president of Merrill’s first ever “Women’s Exchange” and the company’s first residential director, navigating the firm through acquisitions and transitions, including its 2008 purchase by Bank of America. Merrill also tapped her as a faculty member for its premier internal training program. An uncommon leader in the majority male-dominated field of wealth management, Marquez openly shares her successes, disappointments, lessons and advice from her career.
Raymond James & Associates, Inc. is not affiliated with the independent organizations named herein.
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The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.